风投资讯
Sequoia doubled its Form Energy check from $50 million to $100 million
Sequoia disclosed the size of its Series G investment in Form Energy: $100 million. Fund partners David Kahn and Isaiah Boone wrote that they initially offer...
风险投资与Pre-IPO洞察
深度研究、市场分析和风险投资、Pre-IPO及私募市场投资领域的最新资讯——为具有前瞻性的投资者打造。
Pre-IPO
Lovable has switched to Fable 5.1 - code edits are 17% more accurate and a third cheaper
On September 1, Anthropic released Fable 5.1, a new model designed for coding and long-running tasks. That same day, Lovable announced it was building applic...
投资
Stablecoin Payments and Fintech IPOs: The Next Infrastructure Wave
Stablecoin payments and fintech IPOs: evaluating unit economics, regulatory risk, and pre-IPO opportunities.
IPO
Zepto IPO and Quick Commerce Economics: What Growth Investors Should Not Ignore
Zepto IPO and quick commerce economics: unit economics, growth quality, and what pre-IPO investors should watch.
Pre-IPO
Secondary Market Risks for Private Investors: What Can Go Wrong with Private Shares
Secondary market risks for private shares — what can go wrong with liquidity, price, and access in pre-IPO deals.
风险投资
Anduril and Defense Tech: Why Venture Capital Has Fallen Back in Love with Defense
Anduril defense tech — why venture capital is investing in defense again and how to evaluate these deals.
风险投资
AI Infrastructure Pre-IPO: Why Data Centers Became Venture's New Oil
AI infrastructure pre-IPO — why data center capacity is venture's new oil for late-stage investors.
Pre-IPO
Crusoe Valuation Before IPO: What Investors Should Understand About Price vs. Hype
Crusoe valuation before IPO — analyzing deal price, expectations, and risk in private markets.
风险投资
Crusoe AI Infrastructure: Why the Market Values Capacity Scarcity, Not Data Centers
Crusoe AI Infrastructure: Why private-market valuations matter more than IPO dates for investors.
Pre-IPO
Revolut was approved as a bank in the US – less than six months passed from application to OCC decision.
The U.S. Office of the Comptroller of the Currency has granted preliminary conditional approval for Revolut Bank US
IPO
Crypto fintech IPO：哪些指标比加密市场噪音更重要
加密金融科技再次走到公开市场门口，但我不会急着把这类 IPO 看成比特币走势图的延续。这里的投资陷阱很简单：一家公司可能确实在数字资产基础设施上赚钱，但市场仍会通过监管冲击的恐惧、手续费周期性和真实收入质量来给它定价。因此，核心问题不是“加密货币涨还是跌”，而是当投机噪音退去时，这门生意能否继续活得好。 指标比“...
风险投资
国防技术和政府命令：风险风险变得政治化
市场不会询问投资者是否准备好迎接下一个机会窗口。他只是简单地改变价格、流动性和预期——然后事后解释为什么这是显而易见的。 “国防科技风险政府合同”主题只是其中之一：表面上听起来像是一个搜索查询，但本质上这是一个关于投资者在期限、风险和入场价格方面可能犯错误的问题。 期望的代价比美丽的故事更重要 今天的画很少在私人...
