Co-founder, @LFGVentures. I get people in early on the companies building the future. Frontier tech, AI, defense.
Dallas, TX
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New algo, so here's a quick re-intro.
Co-founder at LFG Ventures.
I spend my time chasing the next generation of iconic private companies. Think Saronic. MrBeast. Neuralink.
You’ll mostly see me writing about:
• Private markets
• Tech, Space, Bitcoin
• American Exceptionalism
• A few memes that shouldn’t have made it out of drafts
Offline:
• Dallas
• Married to my best friend
• Two little ones and a golden doodle Crypto
• Golf
• 6-speed manuals
Sup everyone!
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When I was looking at colleges, I wanted to be a head golf pro. The PGM program, run the business of a golf course, give lessons, host tournaments. Loved all of it.
My mom pulled me aside and said: if you love golf that much, go make real money, build your own thing, and play whenever you want.
She was right. The pro’s nights and weekends belong to someone else.
Mom know best.
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I have many sweatshirts, but this is my favorite.
Fully custom. Gets better with every wear.
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4 of our top investors unsubscribed from our deal list this week.
Then I called each of them because this seemed odd.
Every single one was an AI assistant doing an inbox cleanup. Muse, Instinct, etc. None of it intentional.
Bots are unsubscribing people from deals they actually want.
Stay vigilant out there.
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Rob Madelmayer 🇺🇸 retweeted
BREAKING: A radioactive peptide that targets cancer cells and delivers radiation to destroy them has just succeeded in a Phase 3 trial.
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Snag here. @LFGventures
shop.lfgventures.com/product…
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Some new MADE IN USA gear coming for @LFGventures with help from our friends at @anatar
Pivoting to apparel.
Patriots only.
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Rob Madelmayer 🇺🇸 retweeted
If you're going to charge me over $100 for a round of golf, don't also ask me to pay for range balls.
Thank you for your attention to this matter
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Catch this weeks Markup below for a taste of what’s going on into the private market this week.
Anthropic sent out IPO invites. OpenAI put ads next to your images and got a subpoena for its agents. Anduril is building a submarine shipyard in Baltimore. SpaceXAI reportedly wants $40B in debt for Nvidia chips. Lambda is raising up to $4B ahead of a 2027 IPO. Reflection AI debuted an American open-weight model built to rival China's best. Kraken is talking to Wells Fargo. Erebor reportedly hit $7B in deposits.
Let's get into it.
📈 Portfolio Pulse
🧠 @AnthropicAI is hosting investors at HQ on Oct 14 ahead of an IPO pegged at $1.8T to $2T that could trade before Thanksgiving, though Microsoft and Meta scaling back Claude usage will be a roadshow question.
🤖 @OpenAI launched GPT-6 with a more visual ChatGPT and U.S. ads, collected SoftBank’s final $10B tranche, and is now facing a California AG subpoena plus a $500K-a-day review of rogue agent activity.
🚀 @spacexai is in early talks, led by Apollo, to raise $40B in debt for Nvidia chips, and shares slipped 2% on the report.
🛡️ @anduriltech unveiled Arsenal-2, a Baltimore shipyard for Virginia-class sub components backed by a Navy contract worth up to $2.9B and $3.7B of its own capital, while also acquiring Popoto Modem and signing a propulsion deal with Voyager.
🏗️ @lambdamarkets1 is raising up to $4B at $14.5B pre-money ahead of a 2027 IPO, with backlog jumping to $50B largely on a single $35B Anthropic commitment.
🔦 @reflection_ai released Beam, a 501B-parameter open-weight model claiming GLM-5.2 parity at 3 to 4x lower inference compute, backed by more than $7B in compute deals.
🐙 @krakenfx parent Payward is in talks to become Wells Fargo’s crypto liquidity provider, a move that would extend it from exchange into bank infrastructure if it closes.
🏦 @ereborbank reportedly reached $7B in deposits after adding over $3B and 500+ customers last quarter, and is said to be raising at an $8B valuation.
👀 Watch List
🦿 @agilityrobotics is heading to Nasdaq as AGLT via SPAC with $300M in Digit 5 orders covering 1,000 robots and a plan to cut unit cost from $150K to $30K.
🎲 @Polymarket is testing its rebuilt Protocol V2 ahead of a tentative Nov 2 switchover while appealing a €420K fine from Dutch gambling regulators.
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