Mar 26, 2026

Certainly! Here are the 5 emails summarized from the provided text:

===Email 1===

Subject: Singapore startups eye deep tech | Singapore ransomware attacks surge | Finance hiring gains paces

Summary:

– Singapore startups are shifting focus to deep tech amid tighter funding, emphasizing unit economics and clear expansion plans.

– Ransomware attacks surged in mid-2025, hitting tech and finance hardest; Singapore faces world’s highest ransomware risk.

– Finance sector hiring gains momentum, with banks prioritizing roles in tech and strategic planning.

– Insurance C-suite pay reaches $3m driven by focus on affluent clients; cyber-insurance growing in Japan.

– Upcoming awards and forums across Malaysia and Middle East highlight technology excellence and business leadership.

– Emphasis on ESG reporting for business credibility and strengthening investor confidence.

– The Asian Business Review magazine offers regional business coverage and analysis.

===Email 2===

Subject: Research house that made viral AI call is now making a contrarian bet on the Feds

Summary:

– Citrini Research, known for a viral AI doomsday call, now bets the market misjudges the Federal Reserve’s rate policy amid rising oil prices due to Iran conflict.

– They recommend buying March 2027 futures for short-term interest rates and shorting U.S. stocks, expecting rate cuts within a year.

– The group argues the Fed will “look through” the oil shock, not hike rates this year, given current economic conditions.

– Market watchers note fluctuations in stocks, oil, and Treasury yields as peace plan talks continue.

– Analysis suggests commodity exposure will raise inflation and weigh on growth, benefiting commodities for portfolio insurance.

– Key stock movers include Nvidia, Tesla, Amazon, and Microsoft.

– OpenAI ended a $1B deal related to a video app, and Meta faces a $375M jury award over child mental health.

===Email 3===

Subject: Axios Pro Rata: Keytruda corollaries

Summary:

– Private equity access for retail investors is increasing through lowering accreditation standards and 401(k) alternative asset inclusion, but liquidity challenges remain.

– Private equity funds face redemption limits designed to prevent “runs” and fund collapse.

– Merck acquires biotech Terns Pharmaceuticals for $6.7B to prepare for Keytruda’s patent expiry in 2028; other acquisitions include Verona Pharma and Cidara Therapeutics.

– Venture capital funding highlights include sizeable rounds for startups in smart cow collars, video editing, inventory management, healthcare, AI, and bio-manufacturing.

– Various mergers and acquisitions involve companies in tech, renewables, body care, and logistics.

– IPO filings expected soon from SpaceX and others.

– Personnel moves include promotions and new hires in venture capital and banking.

– Jefferies faces investor concerns related to private credit exposure.

===Email 4===

Subject: I Tried “Vibe Coding”… Here’s What Actually Worked

Summary:

– Ben shares lessons from implementing AI “vibe coding” in revenue intelligence products, emphasizing that AI amplifies the need for structured, deterministic layers to handle calculations.

– Key lessons:

1) Separate quantitative logic from AI explanation.

2) Precompute key metrics before inputting to AI.

3) Context and structured data are more important than prompt crafting.

4) Apply constraints to improve AI output quality.

5) AI should narrate insights, not drive business decisions.

– Highlights upcoming SaaS events and training opportunities focused on optimizing sales compensation, GTM advice, and usage-based pricing.

– Discusses the shift in SaaS pricing models driven by AI capabilities, moving towards selling business results rather than seats or software access.

– Provides curated links, partner resources, a tech stack report, and a free SaaS finance course.

– Ben’s background: 25+ years in finance/accounting with extensive SaaS CFO experience.

===Email 5===

Subject: Money Stuff: Private Credit Has Some Debts

Summary:

– Private credit funds borrow from investors and also use leverage (~1x debt-to-equity typical) to make loans.

– Recent redemption requests in non-traded Business Development Companies (BDCs) reveal distrust in reported net asset values (NAV), with discounts magnified by leverage.

– Withdrawal payouts increase leverage ratios, but current levels remain manageable under regulations.

– Moody’s downgraded FS KKR Capital Corp due to asset quality issues.

– Despite investor irritation over withdrawal restrictions, private credit’s locked-up equity model prevents fire sales—supporting systemic stability.

– Discussion on “anti-private equity” structures aiming to maintain local ownership appearance while attracting PE investment.

– Legal complications in bankruptcies highlight challenges for borrowers and lenders.

– Interesting note on how emoji use in legal context (e.g., “Like” button) can be interpreted with potential legal consequences.

– Venture capitalists increasingly back “unemployable” or “misfit” entrepreneurs to maximize variances for outsized gains.

– Additional news briefs on SpaceX IPO plans, market trading records, and recent corporate and economic developments.

If you would like me to generate specific detailed points or Q&A for any of these emails, just let me know!

Stay Well!