Market Analysis
Family Offices Aren't Smart Money Anymore, They're the New Retail
The conventional wisdom treats family office capital as patient, sophisticated "smart money" that belongs at the top of any cap table. Here is my read: for a large and fast-growing share of family...
Jeff Barnes, MBA··10 min read
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