
Biz editor @Axios. Pro Rata newsletter. [email protected]. Native Masshole. DM for Signal/Telegram.
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Updated lineup for Axios BFD on Nov. 17 in NYC (more to come)
Omeed Malik & Donald Trump Jr, partners at 1789 Capital
Robert F. Smith, CEO of Vista Equity Partners
Kim Posnett, global co-head of investment banking at Goldman Sachs
Tarek Mansour, co-founder and CEO of Kalshi
Lia Dean, Capital One's president of banking & premium products, with tennis champ Maria Sharapova
Chris Sacca, founder of Lowercarbon Capital
Joan Solotar, Blackstone's global head of private wealth
Alex Rodriguez, CEO of A-Rod Corp/chair of Minnesota T-Wolves and Lynx
axiosbfd2026interest.splasht…
Salesforce buys Rune Technologies for new defense portfolio axios.com/pro/enterprise-sof…
Per a colleague: "We found ourselves at Applebees recently and I am pretty sure what I ordered could also be considered a poison pill."
Applebee’s parent Dine Brands has adopted a poison pill to fend off a takeover bid from the investment firms Cobblers Cove and Arkhouse bloomberg.com/news/articles/…
Formation raises $600 million to fix AI's biotech bottleneck axios.com/2026/10/29/formati…
Dan Primack retweeted
Tony and I have explored bringing Instacart and DoorDash together on and off over the years. We kept coming back to it because the industrial logic has always been clear.
Customers have 21 meals a week to figure out. Groceries and restaurant delivery each solve part of that problem. Serving customers well means bringing together the best of both.
As the biggest companies in the world move deeper into this market, retailers and restaurants need the technology and service to compete. They shouldn’t have to become technology companies themselves to stand a chance. Bringing Instacart and DoorDash together can give them a stronger partner in that fight.
For shoppers and Dashers, the opportunity is equally straightforward: less time waiting between orders, more time earning.
I’m incredibly proud of what we built at Instacart and grateful to everyone who helped make it possible. Tony is an extraordinary entrepreneur and leader. I’m excited for Instacart to be part of a founder-led company again, and I can’t wait to see what these two teams build together.
@t_xu @DoorDash @Instacart
Don't look now, but the Trump admin beginning to get more aggressive on antitrust (after sitting one the sidelines for most of the last 18 months).
Last week the playground deal. This week the staffing uniforms deal. Now the biggest:
reuters.com/world/us-doj-is-…
Dan Primack retweeted
BREAKING @FT
Weil, Gotshal & Manges plans to tell partners on Wednesday afternoon the law firm should dissolve, a decision that marks a stunning downfall for what was until recently one of the US’s largest and most prestigious.
ft.com/content/0476f216-0060…
Exclusive: Controversial ad backfiring on Ramaswamy, GOP poll finds axios.com/2026/10/28/gop-pol… by @axiosalex
When it comes to AI unicorns, any large funding announcement is really just marketing for the new, bigger round that's already underway.
Private equity's political problem axios.com/2026/10/28/private…
Upwind Security closes $400M Series C at $3.8B valuation axios.com/pro/enterprise-sof…
Dan Primack retweeted
First Scoop: OpenAI is buying Google's AI chips.
It's a big win for Google’s TPU chip business, which is a growing challenger to Nvidia. Also follows Oracle, which today said it would buy and rent out TPUs to customers.
Talk to Barwick, folks!
theinformation.com/articles/…
Amanda Seyfried might- in addition to her Emmy for portraying Elizabeth Holmes- win an Oscar for portraying Elizabeth Holmes. That means she'll only need to win a Tony for Theranos: The Musical and a Grammy for Diagnose My Heart (feat Pitbull) to get the EEGOT (Elizabeth EGOT)
Five thoughts on the Anthropic IPO axios.com/2026/10/27/anthrop…
Five more thoughts on the Anthropic IPO axios.com/2026/10/27/anthrop…









