LT Weekly: April 3, 2026
Putting aside all the geopolitical tensions, Artemis II’s successful launch on Wednesday was an exciting milestone (in addition to my son’s 15th birthday on that day😊). What was really mindboggling to hear was how fast the rocket was going! Over 17,000 mph! And that is just on the way up. In addition to being the first crewed lunar flight in 50+ years, some stunning stats are: (link)
At 17,000 mph, one could get from Los Angeles to New York in ~ 10 minutes and speed is 22x the speed of sound
The speed for reentry will be even faster at 25,000 mph!
The Artemis II rocket and capsule, when fully stacked, is taller than the Statue of Liberty
- LionTree Lens: Spring 2026 - *NEW REPORT*
- TMT Stocks Took It On The Chin In Q1…Though Connectivity Bucked The Trend
- Snap Comes Into Scope For The Activist Community
- The Macro Uncertainty Didn’t Stop Big M&A…& More Is Likely To Come
- The AI Customer Is Reshaping Retail
- Key AI Updates Around Security Concerns, Model Launches & Record $ Raises
- Enticements For Large Private Co’s To IPO Emerge This Week, Just In Time For SpaceX
- The Road Ahead For Robotaxis Is Not Without Its Bumps, But Progress Continues
- Grab Bag: Netflix Looking For More NFL / Meta Testing Instagram+ / AT&T Launches OneConnect
Lastly, I wanted to highlight that LionTree Advisors is proud to have served as financial advisor to The Rip City Rising ownership group on the completed acquisition of a majority ownership position in the Portland Trail Blazers, the Rip City Remix, and Rip City Management, and to have also served as exclusive financial advisor to Pro Football Focus (PFF) on its sale to Teamworks, the Operating System for Sports™ powering more than 7,000 elite sports organizations globally. Congrats to all involved!
Have a nice long weekend. 🐰🥚
Best,
Leslie
LionTree Lens: Spring 2026 - *NEW REPORT*
In case you missed our email yesterday, we wanted to highlight our latest LionTree’s Lens: Sector Insights & A Look Ahead, Spring 2026 perspectives, which details what we viewed as the most significant market trends and thematic shifts across the TMT and consumer sectors over the past quarter, along with some forward-looking expectations.
AI emerged as the defining theme of this edition, dominating the narrative across a broad range of sub-sectors. Its influence is reshaping coding, gaming, music, commerce, and even Hollywood, and investors have been trying to navigate these stormy waters. Beyond AI, this edition is also packed with updates across live entertainment, M&A, streaming, regulation, predictions markets, disclosures, and more…
-> As always, we’re happy to discuss any of these topics in more detail, and we’d appreciate your thoughts and/or feedback.
CLICK HERE FOR THE FULL VIDEO (~20min) AND DECK