Essays and conversations from Ardalan Javadi and The Second Group on AI, private markets and the people building what comes next.
Inspired by Ali Partovi
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RIA
What can actually be known about Anthropic before November 30, and what each price assumes.
A Conversation with Ramin Hasani, co-founder and CEO of Liquid AI Everyone else is buying intelligence at any price. Ramin built a 4.5 billion dollar company on the...
The author of Titans and Nested Learning, the papers Jeff Dean put in front of half a million people, sat down with us. We talked about why the models you use every day...
Seven asset classes have been born in the last thirty months. By Ardalan Javadi
This week I sat down with Ali Kashani, co-founder and CEO of Serve Robotics, the sidewalk delivery robots now rolling through dozens of cities.
What Jim Simons built in 1988 is happening to private markets in 2026. The seats are still open.
The IPO is no longer where prices are discovered, it is where they get notarized.
Ilya Sutskever and Howard Marks just said it from opposite ends of the market
In our first 10 years at ApplyBoard, the students we brought in equal 0.6% of Canada's GDP. Out of every $100 in Canada's economy, 60 cents is because of ApplyBoard."
What the Yale Model was built to do, and what comes after it.
How ECNs rewired public markets in 10 years, and why tokenization is about to do the same thing to private markets, faster. The Second Group | Deep Dive | April 2026
Two Kings, One Board
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