Archive - Nongaap Investing

OpenAI Startup Fund: GP Hallucination

Did an "AI hallucinated" GP temporarily manage OpenAI Startup Fund?

Mar 28 •

[P] Oppenh(AI)mer (Part 2)

Firing Focused "Neutrons": OpenAI Startup Fund

Mar 22 •

[P] Oppenh(AI)mer (Part 1)

Calculating the real-world fallout of theoretical (governance) chain-reactions

Mar 19 •

February 2024

[P] Gordian Knot Problems (Part 2)

Exploring related-party transactions and beneficial ownership

Feb 29 •

[P] Illumina Enters a 30-ish Day Window

A lot can happen over the next month

Feb 20 •

[P] OpenAI: A Governance Odyssey

BOARD 9000: "I'm sorry, Sam. I'm afraid I can't do that"

Feb 6 •

[P] Gordian Knot Problems (Part 1)

How small governance issue can turn into a big, tangled mess for shareholders

Feb 5 •

November 2023

[Premium] Dialing-Up a Deal?

But then again, what kind of deals are feasible in this market?

Nov 1, 2023 •

October 2023

Illumina: Icahn Drops "Helix" Bombshell

Carl Icahn alleges GRAIL raised capital from Helix and was a strategic partner

Oct 29, 2023 •

[Premium] "Dark Arts" Shell Companies

Looks like the regulatory watchdogs are keen on shell companies

Oct 23, 2023 •

[Premium] Accounting for Executive Duties

Exploring a low-key "hot potato" governance topic

Oct 18, 2023 •

[Premium] Holistic Governance

A fine line between diagnosing governance signals and making crystal ball predictions

Oct 15, 2023 •

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