Friday links: corporate catering

HFTJane Street Group crushed it in 2025. (bloomberg.com)HFT firms are investing big in compute. (wsj.com)Prediction marketsA Special Forces solider was arrested for insider trading on Polymarket. (wapo.st)Now Wisconsin is suing the major prediction market companies. (theblock.co)France is investigating an odd insider Polymarket-related case. (npr.org)Private assetsPrivate equity secondaries are now joined by tertiaries. (cashandcarried.substack.com)Funding raising for 'digital infrastructure' is off the charts. (pitchbook.com)SpaceXThe value of the SpaceX is a moving target, thanks to Elon. (aswathdamodaran.blogspot.com)An investment in SpaceX is a big bet on Elon. (newcomer.co)AIGoogle ($GOOGL) is dropping $10 billion, at least, into Anthropic. (bloomberg.com)Meta ($META) and Microsoft ($MSFT) are doing big layoffs. (theguardian.com)Tae Kim talks with OpenAI cofounder and president Greg Brockman. (taekim.substack.com)GLP-1sA Q&A with Dave Ricks, CEO of Eli Lilly ($LLY). (semafor.com)G