Fintech Firepower, Future Frontiers

📡 Radar

🗣️ xAI’s Grok Goes Enterprise

xAI’s Grok models are now running on Oracle Cloud, giving Elon’s chatbot its first major enterprise distribution channel. Oracle will integrate Grok into its AI infrastructure and apps, while xAI gets scale, stability, and new enterprise use cases. Another quiet but strategic expansion from Team Musk. Oracle

🛡️ OpenAI and Anduril Land DoD Deal

OpenAI just landed a $200 million contract from the U S Department of Defense to deliver cutting edge AI tools for cybersecurity, operations, and intel analysis. Anduril, one of our portfolio companies, is playing a key role in the partnership. We love seeing our portfolio companies team up on high impact initiatives. This deal shows that AI is quickly becoming a core pillar of national defense and the opportunity at the intersection of AI and defense is only getting bigger. CNBC

🏛️ Palmer Luckey Is Back at It

Erebor is Palmer Luckey’s stealth stage digital bank built for the innovation economy. While details are still emerging, it is rumored to feature crypto native infrastructure and may let users borrow against assets like startup equity and digital holdings. We typically focus on late stage deals, but with Palmer (and Joe Lonsdale) involved, this one has our full attention. NY Post

Of course, we are working on an allocation. Stay tuned.

💰 Ramp Reloaded With $200M

Ramp just raised $200 million at a $16 billion valuation, up from $13 billion earlier this year. The company is leaning into AI to streamline spend, accounting, and procurement. One of the most durable fintechs in the market. We are working on an allocation for LFG. Yahoo Finance

We are also working on an allocation of Ramp.

💸 Elon’s X Marks the Fintech Spot

Elon Musk is aiming to turn X from a micro‑blogging platform into a one-stop financial hub—with investing, payments, tipping, and banking features all packed into one app. It’s a bold pivot: if it works, X could evolve beyond social media, but first it must overcome serious regulatory hurdles and rebuild advertising credibility. Financial Post

💬 Prompt

Ready when you are.

I want you to fully fact-check this article. Carefully read and extract every distinct claim or data point it makes. For each one, verify its accuracy using at least three credible, independent sources. Label each fact as True, False, or Unclear, and cite your sources for every conclusion. Present your findings in a table that lists each fact, its rating, and supporting references. Leave nothing unchecked.

🧠 Wisdom

🦍 Evolution By Open Mind

If you fear being wrong, you will avoid failure — but avoiding failure blocks learning and innovation. No one is right all the time (especially not those in meetings who act like they always have the answer). Ask questions. Embrace mistakes. Keep an open mind to grow. Suspend your ego. Be radically honest when you assess your weaknesses. #AlwaysLearning

∞ Endless Content Is Here

This commercial is a wild ride (yes, it actually aired), with every scene crafted entirely by AI, making it hard not to imagine how hyper-personalized advertising will soon dominate all the screens we interact with. The future is going to be a wild place with infinite custom content. IP lawyers better get their pens ready.

⚓️ Spend Your Precious Time Wisely

Protect your most valuable asset. Yes, the ROI on capital is important, but don’t forget about the ROI of your time. Respect your time and the time of others. You can’t buy more time. There’s no app or AI for that… yet.

📊 KPIs