Market Analysis
Private Credit Is Not Dying. It Is Consolidating
Golub Capital calls the private credit stress a Darwinian moment, and fresh bank capital deploying into the dislocation backs the read.
Jeff Barnes, MBA··7 min read
Venture Capital
AI Chip Startup Investing After Etched's $10.3B: The Bull Case, Bear Case, and What You're Missing
When Etched closed a $300 million Series C at a $10.3 billion valuation on July 23, 2026, according to TechCrunch , the AI chip space got a credibility boost that will make every investor want a piece
Jeff Barnes, MBA··11 min read