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The King James Bond Deal, Drake's OVO Sale, and Why Debt Beats Dilution More Often Than Founders Think

The King James Bond Deal, Drake's OVO Sale, and Why Debt Beats Dilution More Often Than Founders Think

What a basketball star's 2018 receivables deal and a rapper's equity sale teach founders about the real cost of capital.

Sep 3, 2026

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8 min read

Washington's $432 Billion Month, Retirement Maxxing, and Nvidia's Half-Trillion Dollar Customer Financing Play

Washington's $432 Billion Month, Retirement Maxxing, and Nvidia's Half-Trillion Dollar Customer Financing Play

Why the loudest credit worry in the market might be the least important one.

Aug 20, 2026

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9 min read

A Broken Hedge Fund Thesis, a Timely Opportunity for Citadel, and Venture Funding Hits a Record $65 Billion in July

A Broken Hedge Fund Thesis, a Timely Opportunity for Citadel, and Venture Funding Hits a Record $65 Billion in July

Tesla's earnings miss and Leopold Aschenbrenner's fund collapse looked like the same story this July. They weren't.

Aug 6, 2026

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7 min read

Tesla’s Trillion-Dollar Compensation Shockwave, a $27B Meta & Blue Owl JV, and the Market’s Appetite for Founder Power

Tesla’s Trillion-Dollar Compensation Shockwave, a $27B Meta & Blue Owl JV, and the Market’s Appetite for Founder Power

What the return of mega-comp packages tells us about leverage, control, and the new terms of innovation.

Dec 4, 2025

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15 min read

A Billion-Dollar Expansion Behind the World’s Top Payroll Startup, Corporate Espionage, and the US Economy is a Giant Data Center

A Billion-Dollar Expansion Behind the World’s Top Payroll Startup, Corporate Espionage, and the US Economy is a Giant Data Center

Inside Deel’s race to own global work — one acquisition, raise, and rival at a time.

Oct 31, 2025

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18 min read

Private Labels Winning the Shelf War, The Productivity Paradox, and T-Mobile’s $4.4B M&A Play

Private Labels Winning the Shelf War, The Productivity Paradox, and T-Mobile’s $4.4B M&A Play

How shifting trust, redefined efficiency, and bold scale moves are redrawing the market

Sep 24, 2025

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10 min read

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