Why the frenzy to buy Anduril shares is like buying Taylor Swift tickets

Palmer Luckey's Spotify includes heavy metal, Celtic punk, and lots of Kelly Clarkson.

PATRICK T. FALLON/AFP via Getty Images

• Buyers have been willing to pay a premium of up to 40% to buy Anduril shares.
• The steep markup reflects a two-tiered class for accessing stock in the hottest startups.
• Data from Caplight highlights a supply imbalance, with buyer demand surging to 97% while sellers' demand is at 3%.

Anduril hasn't even finalized its next funding round...