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Velocity Meter
89 podcasts across capital, markets and technology — five briefings a week. Deal flow, fund performance, and what's actually shipping in AI.
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European Equities Are Trouncing the S&P 500
European equities are outperforming US markets as the Fed decentralizes its structure, creating a new, ambiguous regime for capital allocators by moving away from explicit forward guidance.
84% of PE’s Recent Run-Up Was Mega-Deals, and It’s Gone
PE market splits: mega-deals and top-tier assets thrive, masking middle-market stagnation where 2021 valuation multiples remain high despite broader slowdown.
The AI Market Pivots from Monster Models to Cheaper, Faster Wins
AI trends shift from costly models to practical apps offering efficiency & business impact; companies embrace affordable, integrated AI solutions & rethink data infrastructure.
Starcloud Goes Orbital, Bypassing Terrestrial AI Limits
AI's interstellar race heats up: Starcloud's unicorn valuation and satellite launch signal a non-linear shift in compute capacity, bypassing terrestrial bottlenecks.
Will China's Tech Shift Redefine Western Market Entry?
Global economics realign: technology leadership shifts, market dynamics upend, and Western markets face disinflation and labor changes amidst a fundamental tech and trade power shift.
16% of LP Liquidity Comes from Continuation Vehicles
Top-quartile GPs use CVs for liquidity and are upgrading how they track value creation. This drives 16% of LP liquidity.
The Reading Era Is Over, the Experiential Era Has Begun
AI's frontier is deploying models in simulations to break things, map internal geometry, and execute physical and digital operations at machine speed.
Can Simile's Data Strategy Shape the Future for Fortune 500?
The AI talent wars are quietly shifting from building models to applying them, forcing a reckoning inside product teams and a new premium on people who turn AI into usable work.
How Is the Bond Market Driving 30-Year Treasury Yields?
The Fed is stepping back from explicit guidance, forcing markets to function with less hand-holding. This is a regime change from the post-2008 era.
5 to 10 Percent Margin Beat Is a Win for Adam Crandall
Adam Crandall on why private equity now rewards profitable growth, not just revenue, and how Addtronics quadrupled revenue with strategic market specialization.
OpenAI Lobbies for Slowdown, but NVIDIA Supports Open Models
OpenAI and Anthropic lobby for AI slowdowns, citing risks, while NVIDIA, Google, and Microsoft champion open-source models.
Travis Kalanick Says Atoms Offers 40% More Productivity
The real AI battle isn’t about models; it’s about industrializing and physically embedding them to unlock trillions in value.
Will China's Playbook Drive Oil to $200 and Reshape Global Money?
The market demands ROI from AI and faces rising costs from geopolitical shocks. China’s strategic plays might drive oil to $200 and redefine international…
China Floods AI Market with 99 Percent Lower Cost Models
China is disrupting the global AI market by flooding it with powerful, low-cost open-source models.
China Embraces Open-Source AI, but the US Weaponizes Regulation
The AI gold rush is shifting from raw compute and model hype to data quality and specialized "model factories." The industry is recognizing that raw scale and…