Jacy tokenizes private company stakes on Base blockchain for retail access
Jacy arranges stakes in private companies (Calaxy, Stripe, etc.) and issues blockchain tokens on Coinbase's Base representing fractional ownership, offering retail investors a nov…
Alphabet's private stakes in Anthropic and SpaceX create hidden asset value
Alphabet's $2B+ commitment to Anthropic and $900M SpaceX investment (2015) now potentially worth $100B are buried in $126B long-term assets; mark-to-market gains flow through non-…
SpaceX targeting June 2026 IPO; Alphabet's 2015 stake could be worth $100B
SpaceX is likely to go public in June 2026, and Alphabet's early $900M investment from 2015 could have appreciated to roughly $100B, offering a concrete timeline and valuation anc…
Anthropic's fundraising marks drive Alphabet's non-operating income surge
Anthropic's quarterly capital raises force mark-to-market revaluation on Alphabet's balance sheet, flowing $37.7B of non-operating income in Q1 alone, demonstrating how public inv…
Zoom's Anthropic stake drives 17% YTD outperformance vs software peers
Zoom's significant position in Anthropic has contributed to its stock rising 17% year-to-date despite a difficult environment for software, illustrating how private AI exposure ca…