VCX trades at 30x NAV: hosts call it insane premium destined to collapse
The fund holds $19/share of private assets but trades at $575 (30x premium). As SpaceX, Anthropic, and OpenAI IPO, the arb closes and VCX reverts to NAV. Hosts assign 0% probabili…
Google owns 7-10% of SpaceX directly. New research shows 6-8x less memory and 8x faster inference with no quality loss — massively boosting GCP efficiency. Custom TPUs reduce Nvid…
Databricks: core data infrastructure pick for AI training pipeline
Fundrise allocates 17.7% to Databricks as the data layer complement to compute — essential for model training. Mentioned as strategic but no independent thesis offered.
Robinhood venture fund fails without SpaceX/Anthropic/OpenAI crown jewels
Robinhood's similar fund holds Boom Aerospace and Databricks but lacks the three retail-magnet names (SpaceX, Anthropic, OpenAI). Its stock chart 'horrible' after month one — prov…
Rumors indicate S-1 filing as early as next week, Goldman Sachs leading, June/July IPO targeting $75B raise at ~$1.75T valuation. Polymarket shows 52% odds of >$2T by end of day.
Amazon owns ~22% of Anthropic directly (vs Fundrise's 20% of a tiny fund). AWS runs inference for Claude, OpenAI, and Google workloads. Custom Trainium/Inferentia chips and roboti…
OpenAI shutting Sora, redirecting compute to coding LLM for IPO prep
OpenAI announced shutdown of Sora video model to condense resources toward best-in-class coding/chatbot LLM — a clear IPO-readiness move racing Anthropic for year-end listing.
Anthropic tracking $80-100B ARR, prepping for year-end IPO
Anthropic's revenue doubling every few months, on track for $80-100B ARR this year. Actively restructuring operations for public listing alongside OpenAI.