Metagame

About Metagame

Metagame is a data-driven podcast for venture capitalists, private equity professionals, and institutional allocators who need to understand what global capital deployment actually means for portfolio strategy. Every quarter, we analyze every SEC Form D filing and decode the patterns, so you can see around the corner. We track market forces at work and produce info-packed 10 minute episodes, so you can keep moving money. No founder interviews. No prediction tracking. Just patterns in the data delivered with the energy of our AI host, Alex Rock. New episodes drop on Tuesdays and Thursdays. Subscribe if your job depends on knowing what just happened and why it matters. Available on YouTube, Spotify, or Apple Podcasts. Metagame is for information and entertainment only. Nothing on this show is investment advice. https://grep.news/podcast/metagame

Publisher

Grep News | Alex Rock

Category

business · news

Language

en

Explicit

No

First episode

19 Jan 2026

Latest episode

15 Sept 2026

Latest episodes

49 episodes in the feed.

1. 

   15 Sept 2026

   Harvey's $550M Round vs. Clay, HiBob and the App-Layer Trap

   The applied-AI deal sheet looks broad and distributed — until you weight it by dollars instead of headcount. Alex Rock breaks down how a single legal-AI round on a single day reveals the real structure of capital in the app layer: winner-take-most, not a rising tide.

2. 

   1 Sept 2026

   Biopharma's $1.1B Late-Stage Surge Inside a Down Quarter

   Q1 2026 biopharma venture data looks ugly on the surface — fewer deals, less total capital. But buried inside the same dataset is a story of radical selectivity: late-stage funding nearly quadrupled while the Series C middle got gutted. Alex Rock breaks down what the numbers actually signal and what it means for where capital is flowing next.

3. 

   25 Aug 2026

   Whatnot's $545M Series G and the 74% Step-Up

   Whatnot just closed a $545 million Series G at a $20 billion valuation — in a capital market its own CEO called 99.99% AI. Alex Rock breaks down what the deal's investor lineup, valuation discipline, and billion-order milestone reveal about where growth capital is actually flowing beneath the AI megaround headlines.

Contact Metagame

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.