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Newsletter · By ThinkFISH · English · Official site

Indexed issues, last 90 days
16
Latest publication
Sep 29, 2026
Audience
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Earliest in this view
Aug 7, 2026

Latest issues

  1. Issue · Sep 29, 2026

    An $8B Loss in Anthropic's IPO Prospectus, OpenAI Apologizes to AUS, and the Trade Deal Dimon Says the West Needs (opens the original)

    Excerpt · Critical tone

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    Two headlines, same lesson.AMD spent $8.2B on a lab that is barely two years old. OpenAI apologized to a government because its agents went somewhere they should not have.One is what capability is worth. The other is what happens without it.Three companies today sitting squarely between those two facts.Welcome back to Startup Deal Desk!<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!n03H!,f_auto,q_auto:good,fl_progressive:steep/https%3

  2. Issue · Sep 25, 2026

    Founder Friday: From ER Medicine to Global Operations to Family Portfolios 🎣 (opens the original)

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    Every industry trains a different instinct.→ Medicine trains triage.→ Global sales trains market-building.→ Family offices train skepticism.Three founders whose most interesting credentials were earned somewhere else.Welcome back to Startup Deal Desk!<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!GsnC!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc9bce1e8-6a5c-471

  3. Issue · Sep 22, 2026

    Trump Meets Xi on Thursday, Meta's Chatbot Lifts Nasdaq, and SoFi Settles in Stablecoin (opens the original)

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    Trump meets Xi on Thursday.Markets already rallied on the handshake that has not happened yet. Private capital does not get to front-run anything.It gets one shot at diligence, and usually no time to do it.This week’s three companies were built by people who do that part for you.Welcome back to Startup Deal Desk.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!UtdO!,f_auto,q_auto:good,fl_progressi

  4. Issue · Sep 18, 2026

    Founder Friday: A Distillery, a Retail Buyer, and a 20M Following 🎣 (opens the original)

    Excerpt · Positive tone

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    Every founder says they understand their category. Fewer have run it.This week’s founders did the unglamorous version first: formulations, fulfillment, distributor calls, capacity planning.Then they built the brand on top of it.That order matters more in consumer than almost anywhere else.Three founders. Three sectors of beverage. One pattern.Welcome back to Startup Deal Desk!<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_

  5. Issue · Sep 15, 2026

    Dario's Warning Brings AI Selloff, Oil Breaks $108, and the Markets Brace for the Fed (opens the original)

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    Amodei wrote 3,800 words and the chip trade lost its footing.Brent kept climbing anyway, because a pipeline closure does not care about a memo.Both are input-cost stories for anyone who moves physical goods. This week’s three companies each decided to own their inputs rather than rent them.Welcome back to Startup Deal Desk.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!NDL3!,f_auto,q_auto:good,fl_progressive:steep/http

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