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• A neuroscience round this week was co-led by a hedge fund, not a healthcare VC. Better, worse, or just different capital
• Defense tech is the second-biggest VC destination after AI labs. Pick 4 reasons you're in (or out) on the category.
• Europe deeptech + defence equity facilities (EIF, InvestEU) — threat or opportunity for US-centric funds?
• Stargate / hyperscaler capex supercycle — Pick 3 takes on whether the infra spend is rational.
• Frontier labs' accidents with hacking, escaping and etc. are...