Evan Schlossman

Investing in AI and the great data center buildout. I enjoy long walks through CapEx tables and meaningful conversations about power grids.

[Neostellar VC @neostellarvc]

OpenAI’s GPT-6 Sol and Luna could make AI agents cheaper to run.
Is a competitor to Meta’s Muse on the way? 📷

#OpenAI #GPT6

[Neostellar VC @neostellarvc]

Oura is targeting a $15.62B valuation in its IPO. Here’s what its filing reveals about the business behind the ring. Follow along with the series.

Disclosure: For informational purposes only; not investment advice

[Evan Schlossman @evanschlossman]

A little outside of my typical comfort zone, but trying to get better at sharing more informational content on AI and what we are seeing across the private markets.

[Neostellar VC @neostellarvc]

What if customer-service AI could help fix the problem behind a complaint, not just resolve the complaint itself?

That’s one of the opportunities we’re watching as VCs.
@evanschlossman

[Neostellar VC @neostellarvc]

What if customer-service AI could help fix the problem behind a complaint, not just resolve the complaint itself?

That’s one of the opportunities we’re watching as VCs.
@evanschlossman

[Neostellar VC @neostellarvc]

CoreWeave surprised the market.

NeoStellar’s Willy Lee breaks down the three signals behind the reaction: $25B in new customer commitments, a 25% price increase, and continued pricing power across its GPU fleet.

Watch the full breakdown.

[Neostellar VC @neostellarvc]

Announcing the next chapter for Neostellar Capital Corp. (Nasdaq: NSLR): the SuRo Capital team and Magnetar have launched Neostellar Advisors, expanding access to select venture-backed private companies.

Over the past 15 years, the private-market landscape has appeared to shift. Many category-defining technology companies are remaining private longer, and a greater portion of their growth may occur before they become broadly accessible through the public markets.

Neostellar is designed to help address that access gap.

By owning shares of Neostellar, investors can gain exposure to a portfolio of VC-backed companies through a publicly traded stock.

The new structure enhances the Company’s ability to create long-term shareholder value through a new joint venture investment manager owned by Company executives and Magnetar. Magnetar brings significant scale with approximately $18 billion in assets under management as of January 1, 2026, more than 20 years of investment experience, and experience investing in differentiated venture-backed artificial intelligence ecosystem, technology, and technology-enabled companies.

To learn more, visit https://t.co/FQ5i6OZUwD.
Full press release: https://t.co/8YuT3AApP3

[Neostellar VC @neostellarvc]

Some of the biggest AI stories are still unfolding in the private markets.

Willy Lee shares why that matters.

[Neostellar VC @neostellarvc]

Most people meet a company at its IPO.

We've spent 15 years meeting them before the public debut.

OpenAI. CoreWeave. Canva. Facebook and Palantir before they listed.

Introducing Neostellar. The public way into private-market exposure.
https://t.co/6sZ0MOXAEe

Nasdaq: NSLR

[FINTECH.TV @FINTECHTVglobal]

"People will be surprised" by OpenAI's true valuation.

Willy Lee of @surocapital tells @RemyBlaireNews the employee tender offer is testing the market right now, with employees potentially unwilling to sell at last round valuation because they believe it's worth "much higher than that."

[Neostellar VC @neostellarvc]

The story isn't whether there's enough capital.

It's why investors continue to show up for companies like SpaceX, OpenAI, and Anthropic.

Evan Schlossman discusses this shift on @SchwabNetwork.
https://t.co/i5juxLXgWs

[Neostellar VC @neostellarvc]

Congrats to TensorWave and the team on their $350M Series B at a $1.55B valuation to expand AMD-powered AI infrastructure.

SuRo Capital is excited to continue supporting TensorWave as part of this round as it scales high-performance compute for the next wave of AI.
$SSSS

[Evan Schlossman @evanschlossman]

I have had several conversations this week helping people explore what Codex can do and where it fits into their workflows.

If you are exploring Codex and trying to work through practical use cases, feel free to reach out. Happy to compare notes.

[Evan Schlossman @evanschlossman]

For me, AI tools, and specifically AI coding, have a bit of magic at their core.

They collapse the distance between what I can imagine and what I can actually build.

The recent OpenAI Codex video captures this well: https://t.co/B6lL7JjWKk

[Evan Schlossman @evanschlossman]

I have spent a lot more time with Codex recently and continue to find new workflows that are genuinely useful. Between the core Codex capabilities, the new Sites feature, and what appears to be a broader integration with ChatGPT on the horizon, there is a lot happening.

[Neostellar VC @neostellarvc]

Tune in to @FoxBusiness at 2 PM ET to watch our CEO Mark Klein speak with @cvpayne on Making Money with Charles Payne.
Topics are expected to include the private tech market, the IPO landscape, AI, and how SuRo Capital thinks about investing in what comes next.
$SSSS

[Neostellar VC @neostellarvc]

SuRo Capital will host its Q1 2026 earnings call today at 5:00 p.m. ET / 2:00 p.m. PT.
Live webcast available via the Investor Relations section of https://t.co/uHitIe8mIB.
Nasdaq: $SSSS

[Evan Schlossman @evanschlossman]

One of the most interesting trends in digital health is the shift from simple tracking to making data truly useful.

Glad to contribute to the discussion in WSJ Pro.

[Neostellar VC @neostellarvc]

SuRo Capital Principal Evan Schlossman joined Schwab Network to discuss the evolving IPO landscape and how value is increasingly created before companies reach public markets.
Watch the full conversation:

[Neostellar VC @neostellarvc]

SuRo Capital ($SSSS) announced that its Board has approved a proposed externalization and a joint venture with Magnetar to serve as investment adviser, subject to stockholder approval. NAV is anticipated at $14.00–$14.50 per share as of 3/31/26.

Read more: https://t.co/hVQgifLXoS