Just seen
@SetterVC's latest report on the most in-demand secondaries for private companies in Q3
My 3 takeaways:
1. AI is dominating, but more money is moving to the picks and shovels.
-
@AnthropicAI at #
1# for the 3rd quarter in a row.
-
@OpenAI rises 1 to #
2#
-
@Etched is the highest ranking newcomer, debuting at #
13#
-
@baseten debuts at #
19#, and
@FireworksAI_HQ comes in at #
16#
2. Defence is having a moment:
-
@HadrianInc is the biggest riser in the list jumping 9 spots to #
11#
-
@shieldaitech #
7# &
@Saronic #
9# both jump 5 spots
3. Prediction markets are cooling down but they aren't struggling:
- Kalshi #
24# drops 16 spots
- Polymarket falls 24 spots to #
30#
See the full list here 👇