Harry Stebbings(@HarryStebbings):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 👇

2026.10.08 16:32

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 👇

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