『Metagame』のカバーアート

Metagame

Metagame

著者： Grep News | Alex Rock
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Metagame is a data-driven podcast for venture capitalists, private equity professionals, and institutional allocators who need to understand what global capital deployment actually means for portfolio strategy. Every quarter, we analyze every SEC Form D filing and decode the patterns, so you can see around the corner. We track market forces at work and produce info-packed 10 minute episodes, so you can keep moving money. No founder interviews. No prediction tracking. Just patterns in the data delivered with the energy of our AI host, Alex Rock. New episodes drop on Tuesdays and Thursdays. Subscribe if your job depends on knowing what just happened and why it matters. Available on YouTube, Spotify, or Apple Podcasts. Metagame is for information and entertainment only. Nothing on this show is investment advice. https://grep.news/podcast/metagame© 2026 Tamez Labs. All rights reserved. 個人ファイナンス 政治・政府 経済学
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  • Frontier labs are now acquirers: OpenAI's Q1 roll-up changes every AI app exit

    Frontier labs are now acquirers: OpenAI's Q1 roll-up changes every AI app exit
    2026/06/11
    OpenAI closed 6 acquisitions in Q1 2026 alone — nearly matching its entire 2025 total — capped by the Astral dev-tools deal on March 19. Frontier labs are no longer just training models; they're systematically acquiring the application layer, collapsing the traditional exit landscape for AI startups. If your moat isn't acquirer-proof, your only buyers are the same labs that might obsolete you — or no one at all.
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    8 分
  • 80% say cyber is the AI barrier, so why aren't more VCs pricing it?

    80% say cyber is the AI barrier, so why aren't more VCs pricing it?
    2026/06/09
    80% of enterprises now cite cybersecurity as the #1 barrier to AI strategy—up from 68% a year ago—and Q1 2026 cyber funding proved the point: Cloaked $375M, Tenex.AI $250M, Upwind Security $250M. When the barrier becomes the bottleneck, the companies solving it earn pricing power and multi-hundred-million rounds. Are you positioned in the cyber-AI overlap, or watching capital flow to the firms that are?
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    9 分
  • Dallas 36, Austin 26, Houston 16: why Texas doesn't need to be SF

    Dallas 36, Austin 26, Houston 16: why Texas doesn't need to be SF
    2026/06/04
    Texas closed 106 deals at $6.24B in Q1, holding the #3 state position behind New York and California—Dallas led with 36, Austin 26, Houston 16. The Texas tech narrative isn't riding AI megarounds or chasing San Francisco's playbook; it's building a dependable third lane that doesn't need hype cycles to post volume. If your portfolio thesis bakes in concentration risk or narrative momentum, is "dependable and durable" the position you're underweighting?
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    9 分
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