Archive | ROFR'd

Liquor, Ladies, And Leverage

Nov 9, 2026

Jensen admitted the affair and Nvidia lost $192B on a day the chip index rose 7%, Anthropic shipped Fable 5.2 at 20% off the night before its roadshow, and a friend of mine has a chip that does not need water.

All You Need Is 1 Hot Roll

Nov 3, 2026

Craps win, OpenAI cut its round from $30B to $20B, Musk says 1.2M Blackwells at Colossus 2 by New Year's, and Anthropic's revised S-1 shows a $567M operating loss that I think is the most bullish number in the filing.

The S-1 Has Teeth And So Do The Dogs

Oct 26, 2026

Anthropic filed, Elon says 200 neoclouds are about to die, the PHP bug hit 22M servers while my CrowdStrike is up 120% on the year, and Ben Lamm raised $200M to clone war dogs.

Everything Is On Fire But We Have Flying Cars

Oct 18, 2026

Anduril tender at $90B and the secondary market says $130B, the perps machines crashed AI stocks on a Saturday, CoreWeave's bonds touched 15% and Anthropic's first rating came back BB+, and the Elizabeth Holmes documentary is better than it has any right to be.

Nobody Reads The Contract Until The Money Shows Up

Oct 11, 2026

A nuclear startup sued the investor that kept it alive, the powered-land salesmen are data brokers now, 3 labs may have cracked RSI, and insurance balance sheets are holding venture risk for 50 basis points.

Superintelligence Still Runs On Jet Fuel

Oct 4, 2026

AI got promoted to SI this week, SI still needs jet engines and I happen to have some, a board observer got caught talking to the competition, and the default venture fund now loses to a T-bill.

You Have To Dance To Mace Winduuu, Or Else

Sep 27, 2026

A buyer wants $100M of Anthropic at $1.6T, Dario got left off the Xi dinner and lost his appeal the same week, the buildout now needs more money than anyone has to keep the bubble inflated, and valuations are getting frothy, or have they been all along?

Treat AI Like A Zoo

Sep 13, 2026

An Anthropic alignment lead put the odds of extinction above 10%, Dario asked the industry to slow down and Altman, Musk and Demis said yes, Discovery Loop went from $10B to $50B in 5 weeks, and Tesla's next Roadster hovers.

The Broker Who Tattled On Me

Sep 6, 2026

A GP tried to backfill my own buyer into my own block, a 60 year old man CC'd his boss on me, every frontier model went dark for 5 hours at once, and GPT-6 Astra shipped the same afternoon.

This Market Is A Toxic Relationship And I Cannot Leave

Aug 30, 2026

A broker called me 20 times in a row at 4AM over my billion-dollar mandate, Nvidia printed $96.2B and quietly closed its bank, and Salesforce jumped 22% on a partnership called Claudeforce