Just seen @SetterVC's latest report on the most in-demand secondaries for private companies in Q3 My 3 takeaways: 1. AI is dominating, but more money is moving to the picks and shovels. - @AnthropicAI at #1 for the 3rd quarter in a row. - @OpenAI rises 1 to #2 - @Etched is the highest ranking newcomer, debuting at #13 - @baseten debuts at #19, and @FireworksAI_HQ comes in at #16 2. Defence is having a moment: - @HadrianInc is the biggest riser in the list jumping 9 spots to #11 -…