EPISODE · Mar 10, 2026 · 9 MIN
Stealth Radar Uncovers Billion Dollar Other Category Deal Flow
from Metagame
Two billion dollars in venture deals last quarter got filed under Other because the SEC had no idea how to classify them—and your Pitchbook filters completely missed it. A Denver AI infrastructure company called Crusoe just raised one point zero three billion using AMD chips as loan collateral with Goldman Sachs, while shapewear brand Skims pulled two hundred sixty-two million at tech multiples. The firms finding these deals aren't smarter, they just stopped trusting traditional sector tags and started watching raw SEC filings for category-defining companies that break every investment committee checkbox.
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Stealth Radar Uncovers Billion Dollar Other Category Deal Flow
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