Author
@danprimack danprimack
grade Ax.com/danprimack ↗
Axios dealmaking journalist breaking IPO, M&A and VC scoops with skeptical framing
Reports and analyzes private-market activity -- IPOs, merger
trader score
-0.50
hit rate
40%
mean α
-1.20%
signals 14d
13
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 5 scored bets: 40% hit rate, -1.20% mean alpha, trader score -0.50.
Recent signals13receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @danprimack | · | Highlights an industry debate between venture investors and founders over pro rata rights. | · | tweet ↗ |
| 2026-10-14 | · | @danprimack | · | Reports that a16z laid off most of its executive recruiting team. | · | tweet ↗ |
| 2026-10-14 | · | @danprimack | · | Characterizes frontier AI labs as having unusually high personnel or organizational churn. | · | tweet ↗ |
| 2026-10-14 | · | @danprimack | · | Judges the final pre-midterm jobs and inflation reports as bad. | · | tweet ↗ |
| 2026-10-14 | · | @danprimack | · | Expects an unspecified company may publicly file an S-1 during 2026. | · | tweet ↗ |
| 2026-10-12 | · | @danprimack | · | Questions whether seed investing remains viable without pro rata rights given its comparatively high risk. | · | tweet ↗ |
| 2026-10-12 | · | @danprimack | · | Exclusive report says private ambient-scribe startup Suki raised a $90 million Series E. | · | tweet ↗ |
| 2026-10-08 | · | @danprimack | · | Informal founder poll strongly preferred Anthropic, with no respondents choosing OpenAI. | · | tweet ↗ |
| 2026-10-08 | · | @danprimack | · | States that poor IPO conditions are continuing. | · | tweet ↗ |
| 2026-10-08 | · | @danprimack | · | Criticizes private AI firms' selective financial disclosures and favors public GAAP reporting. | · | tweet ↗ |
| 2026-10-07 | · | @danprimack | · | Reports that Sriram Krishnan is raising $500 million for a new venture-capital fund | · | tweet ↗ |
| 2026-10-06 | · | @danprimack | · | Reports completion of a major media deal but does not identify the parties. | · | tweet ↗ |
| 2026-10-05 | · | @danprimack | · | Reports Mike Pompeo raised a private-equity fund. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.