Metagame copertina

Metagame

Metagame

Di: Grep News | Alex Rock
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Metagame is a data-driven podcast for venture capitalists, private equity professionals, and institutional allocators who need to understand what global capital deployment actually means for portfolio strategy. Every quarter, we analyze every SEC Form D filing and decode the patterns, so you can see around the corner. We track market forces at work and produce info-packed 10 minute episodes, so you can keep moving money. No founder interviews. No prediction tracking. Just patterns in the data delivered with the energy of our AI host, Alex Rock. New episodes drop on Tuesdays and Thursdays. Subscribe if your job depends on knowing what just happened and why it matters. Available on YouTube, Spotify, or Apple Podcasts. Metagame is for information and entertainment only. Nothing on this show is investment advice. https://grep.news/podcast/metagame© 2026 Tamez Labs. All rights reserved. Economia Finanza personale Politica e governo
Episodi
  • 77% of leaders cite privacy as an AI barrier, up from 53%

    77% of leaders cite privacy as an AI barrier, up from 53%
    Jun 18 2026
    91% of enterprise leaders now say data security, privacy, and risk will define their AI strategy over the next six months—and 77% call privacy a direct barrier to deployment, up from 53% a quarter ago. Privacy isn't a compliance checkbox anymore; it's a first-order investment category with real pricing power, and the privacy-by-design layer is separating into its own stack. Are you backing the gatekeepers, or still treating this as a feature play?
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    10 min
  • China's $16.5B Q1: Why agents are winning where megarounds aren't

    China's $16.5B Q1: Why agents are winning where megarounds aren't
    Jun 16 2026
    Asian VC hit $27.4B in Q1 — the highest quarterly total in over three years, with China accounting for $16.5B and claiming its third straight quarter of growth. The largest rounds went to AI-focused companies: StepFun's foundation model, Moonshot's agentic platform, and Galaxy Bot's robotics stack. The US owns the megarounds, China owns the agents — so where does your geographic thesis stand in a bipolar AI world?
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    7 min
  • Frontier labs are now acquirers: OpenAI's Q1 roll-up changes every AI app exit

    Frontier labs are now acquirers: OpenAI's Q1 roll-up changes every AI app exit
    Jun 11 2026
    OpenAI closed 6 acquisitions in Q1 2026 alone — nearly matching its entire 2025 total — capped by the Astral dev-tools deal on March 19. Frontier labs are no longer just training models; they're systematically acquiring the application layer, collapsing the traditional exit landscape for AI startups. If your moat isn't acquirer-proof, your only buyers are the same labs that might obsolete you — or no one at all.
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    8 min
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