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Saturday, April 11, 2026 | Private Markets Intelligence
Hey Crowders,
Alberto here. ☕ I hope you are having a beautiful Saturday.
Welcome to Founderscrowds. The most important private markets and tech news of the week, so you can actually understand what it means for your portfolio.
This week? A telehealth company got the NYT treatment while regulators circled it. SpaceX quietly prepped the most retail-friendly IPO in history. And Anthropic just lapped OpenAI on revenue. Let's get into it.
This Deloitte Fast 500 Honoree Is Eyeing 7X Growth
On 55,000+ screens in the US, a new cutting-edge AI platform is modernizing the guest experience across industries.
And the company behind it, Edison Interactive, is just getting started. They’ve even opened a new investment opportunity with plans to grow its footprint from 55,000 to 400,000 screens.
Edison’s AI-powered entertainment platform modernizes screens in venues like golf courses and hotels, helping the company earn Deloitte Fast 500 Honoree. Already deployed at premier locations like TPC, Bethpage, and Caesars Entertainment, it opens new revenue streams for operators and Edison. In fact, they’ve already earned $60M to date.
And to grow its footprint 7X, Edison is doing more than just expanding in golf and hospitality. Verizon is partnering with Edison to bring their platform to professional sports stadiums. From there, airplanes, cruise ships, trains, and more await.
This is a paid advertisement for Edison Interactive Regulation CF offering. Please read the offering circular at https://invest.edisoninteractive.com/
The Red Flag
The NYT called a telehealth scam the future of AI. Yikes.
@mattrosoff
MEDVi got a glowing write-up in The New York Times. Cool story, except the company was already sitting on an FDA warning letter, a class action lawsuit for spam, a key partner facing its own legal trouble, and active regulatory headwinds across the entire telehealth sector.
The valuation? Misleading. The revenue run rate? Hard to call sustainable. And even if you gave them the benefit of every doubt, the foundation was cracking before the ink dried.
📌The investor angle: This is exactly why private market due diligence matters. Press coverage is marketing. The cap table, the legal history, the regulatory environment, that's the real story. We read both.
IPO WATCH
SpaceX is eyeing a June roadshow, and retail investors are front and center.
SpaceX briefed its syndicate of 21 banks on IPO plans that would give retail investors a larger allocation than any IPO in history. CFO Bret Johnsen confirmed the early June roadshow target.
This isn't just a headline — it's the clearest signal yet that SpaceX is serious about democratizing access to one of the most valuable private companies on earth. The question is whether you'll be ready when the window opens.
📌The investor angle: Pre-IPO secondary shares in SpaceX are already trading. If you want exposure before the public offering, the window is now — not June. Premium members get first look at available deal flow.
Want to invest in Space X? You can with us
Revenue Surge
Anthropic just hit $30B run rate, and it happened in weeks.
Anthropic went from a $9B run rate at the end of 2025 to over $30B in just months. More than 1,000 enterprise customers are now spending $1M+ annually on the platform — a figure that has more than doubled since February.
That's not growth. That's escape velocity. And it means Anthropic has quietly surpassed OpenAI on revenue momentum at exactly the moment investors are paying closest attention.
📌 The investor angle: Anthropic is still private. Secondary shares do exist. If you've been sleeping on the AI infrastructure play, the comps just got a lot harder to ignore.
ARTIFICIAL INTELLIGENCE
Jeff Bezos just pulled an xAI co-founder into his secret AI project.
Kyle Kosic — one of xAI's original co-founders — left OpenAI to join Project Prometheus, Jeff Bezos's secretive AI venture. His focus: infrastructure. The Financial Times broke the news.
When Bezos quietly assembles a team of AI infrastructure veterans, the smart money pays attention. Project Prometheus hasn't raised publicly yet — but the talent signal is louder than most funding announcements.
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The investor angle: Early-stage companies with top-tier founding teams are the pre-IPO opportunity most retail investors never see. We track them so you don't miss the window.
VC
OpenAI veterans just quietly launched a potentially $100M fund.
Zero Shot, built by five founding partners from OpenAI — including former head of applied engineering Evan Morikawa and original prompt engineer Andrew Mayne — has made its first close and is already writing checks.
This is the pattern: operators who built the technology become the investors who fund the next wave. Zero Shot is betting on AI from the inside out, and they have the pattern recognition to back it up.
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The investor angle: You can't write checks into Zero Shot — but you can track which companies they back. That's your early signal on where serious AI money is flowing next.
Want to access OpenAI, SpaceX, Databricks, and more?
While NASA returns to the moon, private aerospace contractors like SpaceX, Lockheed Martin suppliers, and defense technology companies continue raising capital at pre-IPO valuations. Premium members get direct access to these opportunities with full investment memos and transparent terms.
This week's Premium access:
Defense technology benefits from the proposed $1.5T military budget
Healthcare convergence opportunities (Abbott/Mayo Clinic backing Whoop at $10B)
Late-stage tech companies preparing for 2027 IPOs
That's it for today's private markets rundown!
That's a wrap on this week's. Forward this to someone who should be paying attention to private markets.
They'll thank you later.
⭐️⭐️⭐️⭐️⭐️ Nailed it
⭐️⭐️⭐️ Average
⭐️ Needs work
See you Sunday,
Alberto, Jose, and Founderscrowd team ☕
P.S. Premium members get exclusive access to SpaceX pre-IPO secondaries this week. If early Founders Fund investors made 75x in private markets before the June listing, what's the opportunity in the final months before public trading begins?