Zak Edelman

I'm in China, but say hey to Captain Bob and he'll take you for quick ride!

Ariel Investments largest holding increases: Omnicom Group Adtalem global education Dentsply sirona Zebra technologies Norwegian cruise line holdings

Ariel Investments top holdings as of this Feb 2026: Madison Square Gardens Affiliated managers group Norwegian cruise line Holdings Sphere entertainment Jones Lang LaSalle

Space just has more carrying capacity for data centers.

Snuggle with The struggle Wrestle with The pain

I think my Coinbase account got hacked yesterday, but I can’t even login so I can’t say for sure

Ending waste, fraud, and abuse in Medicaid will require federal & state governments to work together to fix broken incentives & allow states to recapture the benefits of the savings. Ohio should lead the way. Good discussion today with CMS Administrator @DrOzCMS. More to come.

You can’t handle the style.

@anduriltech @DeptofWar Dialed in

Anduril has signed a production agreement with @DeptofWar to rapidly deliver Surface-Launched Barracuda-500M at scale. Affordable missiles designed for long-range precision strikes. We will deliver a minimum of 1,000 rounds per year for three years, with the first rounds shipping in H1 2027.

@AricRecker Interesting to note

Industrial automation is the toughest business to be in because you can’t fake it until you make it. Either your a dog or you die. VC funding doesn’t directly solve this problem. Decades of experience does.

@anuatluru Foodies unite

Chopped but the contestants are the new media teams of every major venture capital firm

Remember they said the stock market would crash under Donny. Yeah, upward

The sun can perceive when a human looks it’s direction.

Trump goes to China. One deal. Two deal. Three deal. Score.

@ChartGuys That’s my mulberry tree, punk! 🥳😳😄

Garden Update

Punks

B O O M ‼️

What is a forward deployed engineer again?

No one has ever built autonomous control systems. Think USB-C @BoticsAi

CPQ is one of those enterprise categories everyone complains about and almost no one wants to rebuild. That’s why @RoadrunnerAI stood out. @Joubinmir, @ajnatarajan, and @eshao18 are rebuilding CPQ from first principles, starting with an AI-native deal desk and aiming at revenue infrastructure for the enterprise. @foundersfund is excited to lead the Series A and partner with our friends at Kleiner Perkins. (also, why didn't anyone tell me my collar was popped up when I recorded this? Haha)

Varda to take drugs to space for microgravity test.