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The official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).
🧑⚖️ Musk’s lawsuit against OpenAI set for jury trial in March
A California federal judge has ruled that Elon Musk’s lawsuit against OpenAI and its leadership will proceed to a jury trial scheduled for March 2026, rejecting motions from OpenAI to dismiss the case before trial.
🖱 Musk, who co-founded OpenAI in 2015 and exited in 2018, claims the company misled him about sticking to its original nonprofit mission and improperly shifted to a for-profit orientation, particularly through governance decisions and big commercial deals.
🖱 In filings, he alleges his early contributions including roughly $38 million were made with the understanding the group would remain dedicated to public-benefit AI, and he now seeks damages tied to what he describes as “ill-gotten gains” from that shift.
🖱 The judge determined there is enough disputed factual evidence on key points including what assurances were made about nonprofit commitments that a jury should decide rather than the judge throwing the case out early.
🖱 OpenAI denies the claims and calls the lawsuit baseless, while Musk’s team said they look forward to presenting their case.
This decision moves the high-profile dispute into an adversarial courtroom phase with both sides preparing for what could be a rare test of founding mission versus corporate evolution in the AI industry.
🛡 Zcash slides as founding engineers stage collective exit
The privacy-oriented digital asset fell around 15% in a day, wiping out roughly $1.2B in valuation, after the full staff of its primary development outfit resigned amid a leadership dispute.
🖱 The walkout followed escalating friction between protocol builders and trustees at a nonprofit responsible for oversight.
🖱 The development group was set up in 2015 to accelerate progress on the zero-knowledge network and has shaped its direction for nearly a decade.
🖱 Former chief Josh Swihart said trustees drifted away from the original purpose, arguing revised work conditions made meaningful contribution impossible.
🖱 Multiple trustees were named publicly, turning an internal disagreement into an unusually transparent ecosystem rupture.
🖱 Despite the shake-up, the departing engineers say the network itself continues to function normally.
🖱 The group is now establishing a separate venture to carry on development while insulating its work from governance risk.
🖱 Traders reacted immediately, underlining how coordination breakdowns still matter even in decentralized systems.
🖱 The sell-off comes after a dramatic prior rally, when the asset climbed nearly eightfold from early-year lows to above $500.
When ideals of decentralization meet real-world control structures, price action often becomes the referee.
📚 Global accounting exams return to test centres as cheating fears rise
The world’s biggest professional accounting organisation will end at-home testing from March, forcing candidates back into exam halls after concluding that digital supervision can no longer keep pace with misconduct.
🖱 The shift follows years of pandemic-era remote testing that kept qualification pipelines open during lockdowns.
🖱 Leadership says advances in generative AI have made it far easier to bypass online monitoring systems.
🖱 The move comes after repeated integrity breaches across the profession, with multiple Big Four firms penalised worldwide over staff exam misconduct.
🖱 Regulators in the UK and elsewhere have warned that violations remain widespread despite tighter controls.
🖱 Some students say remote exams were essential for accessibility, citing pregnancy, distance, and mobility constraints.
🖱 Others admit AI tools can already solve questions from photos taken during online assessments.
🖱 Despite the crackdown, the body acknowledges that dishonesty also occurs in physical exam rooms just with lower scalability.
🖱 The policy change coincides with a redesign of the core qualification to emphasise AI, data, and real-world judgement over rote testing.
As AI reshapes the profession, the irony is clear: accountants are being trained for an automated future using increasingly old-school exams.
🔔DeepMind partners with Boston Dynamics to build smarter robots
The two companies are joining forces to develop robots based on the Atlas platform.
Boston Dynamics will focus on the physical systems and dynamic control, while DeepMind will integrate Gemini Robotics to provide reasoning and planning capabilities.
A collaboration that combines elite hardware with advanced AI.
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💰 Nvidia takes a $5B position in Intel as the chip wars intensify
After years of missteps and massive capital burn, Intel just gained a powerful ally without handing over control.
🖱 214.7M shares acquired: The transaction was completed via a private placement at $23.28 per share, a price set back in September by Jensen Huang.
🖱 Regulatory green light: US competition authorities cleared the investment in early December, removing antitrust overhang.
🖱 Capital at a critical moment: The cash injection strengthens Intel’s balance sheet while it pushes through an expensive manufacturing overhaul.
🖱 Strategic optionality: Nvidia secures long-term influence and supply-chain flexibility rather than operational ownership.
🖱 Market reaction was muted: Nvidia stock slipped 1.3% premarket, while Intel barely moved relief, not euphoria.
🖱 Valuation discipline: The entry came after a major reset, capping downside while preserving asymmetric upside.
🖱 Industry signal: This is power without control, shaping outcomes through capital instead of consolidation.
🖱 Risk imbalance: For Nvidia, it’s a small bet; for Intel, it’s a lifeline.
One side bought leverage, the other bought time.
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🎥 New Year’s Intensive 2/6, movies and series about venture
A short watchlist to better understand how venture really works: incentives, negotiations, risk, hyper-growth, and the mistakes that break companies.
🖱 Something Ventured: traces the birth of venture capital in the U.S., telling the stories behind Apple, Intel, Genentech, and Cisco and the investors who backed them before markets existed, showing how conviction in the unknown creates entire industries.
🖱 Super Pumped: The Battle for Uber: dramatizes Uber’s rise and Travis Kalanick’s fall, revealing how aggressive scaling, founder power, investor pressure, and regulation collide when growth becomes the only metric.
🖱 The Inventor: Out for Blood in Silicon Valley: dissects the Theranos scandal, showing how charisma and narrative replaced due diligence and allowed nearly $900M to be raised without a viable product.
🖱 The Social Dilemma: explores how platform algorithms shape user behavior at massive scale, a critical lens for venture and product investors evaluating long-term impact and hidden risks.
🖱 The Playlist: tells Spotify’s origin from multiple perspectives founders, engineers, lawyers, and industry players illustrating how product vision, regulation, and business strategy evolve together.
🖱 WeCrashed: follows WeWork’s rapid ascent and collapse, highlighting how storytelling, easy capital, and weak governance can mask broken unit economics until the moment of truth.
🖱 Silicon Valley: offers a satirical but painfully accurate view of startup life, from accelerators and pitches to term sheets, pivots, and constant pressure from VCs to grow faster.
These films and series show venture not as a straight path to scale, but as a system of bets, incentives, and human decisions where speed creates opportunity, and unchecked belief creates failure.
By late December, the world still felt paused. People logged off, traveled, and relaxed business as usual.
A few weeks later, the pace snapped. Founders are running nonstop: 12–14 hour days, multiple Claude Code threads firing at once. One minute hacking in Vue, the next redesigning the company from the inside out teams, go to market, ops, cash flow, even how life at home is structured.
What’s wild is not just the speed, but the scope. No roadmap, no think tank report, no “AI in 2030” deck captured how abruptly everything rewired itself.
The screenshot shows Musk commenting on how people are reacting to the Claude Code moment.
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⚡️ Clean energy investment hit a new record last quarter, mostly powered by EVs
Fresh data shows clean-energy funding in the U.S. hit its highest quarterly total ever ($75 billion) in Q3 2025, with electric vehicles (EVs) driving much of the surge.
🖱 Total clean energy investment rose 8 % year-over-year to $75 billion, marking a record quarter for the sector.
🖱 Consumer EV demand was the biggest contributor, U.S. buyers alone spent about $31.2 billion on zero-emission vehicles, accounting for more than 40 % of all clean energy spending in the quarter.
🖱 The timing of EV tax credits helped push sales and investment higher as federal incentives were set to expire, buyers accelerated purchases to capture the benefits, lifting EV investment sharply.
🖱 Beyond cars, the broader clean energy pipeline also saw activity investments in solar, wind, batteries, and other technologies continued, though none matched the EV segment’s scale in this quarter.
🖱 This record quarter reflects both retail consumption and clean tech momentum, even as other industry signals (like manufacturing and large-scale deployments) show mixed trends.
🖱 Globally, clean energy investment trends remain strong: annual totals reached record levels in 2024 (over $2 trillion), with electrified transport and renewables leading growth, showing how EVs are central to the broader energy transition.
EVs didn’t just electrify transportation, they powered a record quarter of clean-energy investment as buyers rushed to take advantage of tax incentives and automakers delivered strong sales.
🗣️ In 1985, Warren Buffett sat down for his most iconic interview ever.
If you want to understand the psychology of wealth, this is 10 minutes of pure gold.
Save this rare footage, you’ll be coming back to it.
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🗣️ Naval Ravikant on Elon Musk: “The great entrepreneurs are willing to start over”
Naval argues that pride is the enemy of learning:
“When I look at my friends and colleagues, the ones who are still stuck in the past and have grown the least are the ones who were the proudest because they feel they already had the answers and don’t want to correct themselves publicly… Pride prevents you from saying, ‘I’m wrong. The problem with pride, Naval explains, is that it prevents you from saying “I’m wrong. When you don’t admit that you were wrong, you get stuck in it and you get trapped in a local maxima, as opposed to going back down and climbing up the mountain again… The great artists always have this ability to start over whether it’s Paul Simon, Madonna, or U2.”
“I’m always struck by the Elon Musk story where he did PayPal… And he said something along the lines of: ‘I made $200 million from the sale of PayPal. I put $100 million into SpaceX, $80 million into Tesla, $20 million into Solar City, and I had to borrow money for rent.’ This guy is a perennial risk taker. He’s always willing to start over. He doesn’t have any pride about being seen as successful or being seen as a failure. He’s willing to put it all on the line to back himself again. But the key thing is he’s always willing to start over… It’s a willingness to look like a fool and a willingness to start over.”
“A lot of people just don’t have that. They become successful or rich or famous and that’s it. They’re stuck. They don’t want to go back to zero, but creating anything great requires going from zero to one, and that means you go back to zero. And that’s a really painful and hard thing to do.”
This is why it's impossible to tax billionaires.
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Peter Thiel predicting Bitcoin in 1999.
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Happy New Year.
Wishing you clearer thinking, better decisions, and fewer wasted cycles.
Build what matters. Cut what doesn’t.
May 2026 reward focus, patience, and consistency.
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✨ Another New Year’s promise from Elon Musk: xAI will surpass everyone in compute
Elon Musk says xAI will have more computing power than all other companies combined within 5 years an aggressive claim even by his standards.
🖱 The bet hinges on Colossus 2, xAI’s massive data center under construction in Memphis.
🖱 Colossus 2 already exceeds 400 MW of power capacity, with an ambitious target of 2 GW.
🖱 If completed as planned, it would become the world’s first gigawatt-scale data center, far beyond today’s hyperscaler norms.
🖱 To fuel this expansion, xAI is raising $20B to buy additional GPUs at unprecedented scale.
🖱 The strategy is brute force: overwhelm competitors not with better algorithms, but with sheer compute dominance.
🖱 The risk is equally massive, power availability, grid constraints, GPU supply, and returns on capital at this scale are all unproven.
Musk is betting that in AI, the company with the most electricity wins and he’s willing to build power plants disguised as data centers to prove it.
⚠️Nvidia quietly exits the cloud business and steps back from competing with AWS
Nvidia has effectively abandoned plans to run its own cloud service, folding DGX Cloud back into an internal-only operation and redeploying most of the team into R&D.
🖱 DGX Cloud technically still exists as an org chart item, but it now serves only Nvidia’s internal compute needs, not external customers.
🖱 Demand for the service was minimal, which appears to be the real reason for the shutdown, the market showed little interest in Nvidia as a cloud provider.
🖱 The move signals a clear retreat from competing with hyperscalers, especially AWS, rather than a strategic pause.
🖱 Notably, AWS previously refused to participate in the DGX Cloud program, drawing a hard line against Nvidia encroaching on its core business.
🖱 By shutting DGX Cloud down, Jensen Huang publicly reassures Nvidia’s biggest customers that it will remain a supplier, not a rival.
🖱 Resources shifting to R&D reinforces Nvidia’s core strategy: sell picks and shovels for AI, not run the gold mine itself.
Nvidia chose ecosystem dominance over platform ambition and decided that angering AWS, Azure, and Google was far riskier than abandoning its own cloud dreams.
✈️ Defense names whipsaw after Trump floats historic military spending
Shares across the arms sector swung sharply, first sliding and then ripping higher, after Donald Trump paired threats against shareholder payouts with a proposal for an unprecedented $1.5T US defense budget.
🖱 Late Wednesday, major contractors reversed after-hours losses once Trump publicly backed a massive expansion in military funding.
🖱 Early selling was triggered by comments warning that dividends and repurchases would be blocked until manufacturers speed up weapons deliveries.
🖱 Lockheed Martin, Northrop Grumman, and L3Harris rebounded strongly, while General Dynamics, RTX, Boeing, and Huntington Ingalls followed with smaller advances.
🖱 European suppliers joined the rally, pushing companies like BAE Systems to multi-month highs as investors extrapolated higher global demand.
🖱 The proposed 2027 allocation would represent a ~66% increase from the 2026 authorization, framing defense as a top national priority.
🖱 Trump argued production timelines are lagging, urging new factories and attacking executive compensation as excessive.
🖱 The payout restrictions were formalized via executive order, though legal authority over private capital decisions remains uncertain.
🖱 The volatility comes amid heightened geopolitical tension, which has already lifted defense and energy assets in recent sessions.
Political pressure and spending promises colliding turned defense shares into a real-time referendum on Washington’s mood.
🔒 The venture investor toolkit
These are the platforms relied on for sourcing startups, validating signals, and running fast venture analysis.
🖱 For early discovery, F6S is useful for spotting startups at accelerator and pre-seed stage before they show up elsewhere.
🖱 AngelList works as a live map of startup activity, combining company profiles, fundraising history, and hiring momentum.
🖱 StartUs Insights helps track emerging technologies and cluster startups by niche rather than hype cycle.
🖱 On verification, Clay automates background checks on founders, customers, and online traction using public data.
🖱 Valuer.ai provides quick, model-driven startup valuations based on comparable markets and trend signals.
🖱 PitchBook Instant is useful for rapid market context and comps when speed matters more than depth.
🖱 For analytics, CB Insights delivers structured views on sectors, deal flow, and forward-looking market intelligence.
🖱 Crunchbase remains a dependable baseline for tracking companies, investors, and funding timelines.
🖱 PitchBook offers the deepest coverage for venture, M&A, IPOs, and institutional capital flows.
Strong tools don’t replace intuition, they shorten the search, reduce blind spots, and let investors focus on judgment instead of data hunting.
🧠 China quietly freezes Nvidia H200 buying as AI strategy recalibrates
Beijing has asked some domestic tech companies to pause purchases of Nvidia’s H200 AI processors, signaling a temporary brake while authorities weigh next steps on access to top-tier U.S. compute hardware.
🖱 The instruction appears informal but coordinated, aimed at preventing a rush to lock in U.S. chips before a clearer policy line is drawn.
🖱 H200 accelerators are among the most sought-after tools for large-scale model training, making them strategically sensitive rather than just commercial imports.
🖱 The move aligns with China’s broader push to reduce reliance on foreign semiconductors and steer demand toward homegrown AI chips.
🖱 Nvidia had seen strong inbound interest from Chinese buyers after export pathways reopened, interpreting orders as a signal of regulatory tolerance.
🖱 Rising uncertainty has already changed deal mechanics, with stricter payment terms reflecting the risk of sudden policy shifts.
🖱 The episode underscores how AI hardware is now treated less like a product and more like critical infrastructure.
For Nvidia, China remains a massive opportunity but one where political timing increasingly matters as much as performance per watt.
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🔥 Nvidia just announced its next-generation AI chip, called Rubin.
It is 5x more powerful than the previous Blackwell chip. Jensen Huang is unstoppable.
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JUST IN: Elon Musk's xAI has secured $20 billion in its Series E funding round, surpassing the expected $15 billion. Nvidia is designated as a strategic investor to facilitate the development of the world's largest GPU clusters.
@trading
🗣️ Naval Ravikant: “The future will be almost all startups”
“I firmly believe that the efficient size of a company is shrinking very rapidly, and so the future will be almost all startups.”
“I think the contract work trend is going to increase, and I think the size of your average company is going to decrease. I think we’re going to see more and more billion dollar businesses built by four or five people, and it’ll stay at that.”
“I think any entrepreneur worth their salt could today build Facebook with a few hundred people… Facebook and Google are in the situation that large companies end up in where the founders know that 80% of the people are not really needed, they just don’t know which 80%.”
🧠 OpenAI CEO Sam Altman publicly warns AI agents are becoming a real problem
OpenAI boss Sam Altman has recently acknowledged that AI systems, especially agentic AI are posing emerging challenges, including safety risks and unintended consequences, marking a shift from pure hype to public realism.
🖱 AI agents showing unexpected behaviors: Altman and OpenAI leadership now admit that advanced AI models are “beginning to find critical vulnerabilities,” including discovering security flaws and exhibiting unpredictable behaviors that could be exploited, prompting internal concern.
🖱 New role created to manage risks: In response, OpenAI has posted a lucrative Head of Preparedness role focused on cybersecurity, biosecurity, and monitoring AI capabilities, signaling a more structured internal approach to managing risks.
🖱 Safety concerns extend beyond tech: Altman has also highlighted potential psychological impacts of AI on users and ongoing legal challenges tied to misuse, underlining that ethical, social, and legal risks are now part of mainstream discourse.
🖱 Part of a broader industry caution: His comments align with wider tech-industry sentiment that, while generative AI holds massive promise, it still requires thoughtful governance and realistic expectations.
🖱 Not a retreat from innovation: Altman continues to champion AI’s benefits (e.g., job support, productivity tools), but the tone reflects a more balanced acknowledgment of unintended consequences as capabilities grow.
🖱 Growing public scrutiny: These remarks arrive amid rising global debate over AI ethics, regulation, and societal impact from cybersecurity to workforce disruption and mirror concerns voiced across research and policy circles.
Altman’s recent statements mark a notable shift from promotional messaging to a more candid recognition that powerful AI agents while valuable carry risks that require formal oversight and preparedness planning.
💰 Tech billionaires cashed out $16B as AI stocks soared
As tech stocks hit record highs in 2025, fueled by the AI boom, founders and top executives quietly sold shares at an unprecedented scale, turning paper gains into real cash.
🖱 $16B+ in insider stock sales came from tech founders and executives, making 2025 one of the biggest cash-out years on record during a bull market.
🖱 Jeff Bezos led the exits, selling $5.7B of Amazon shares, followed by Michael Dell ($2.2B), Oracle’s Safra Catz ($2.5B), Nvidia’s Jensen Huang ($1B), and Arista’s Jayshree Ullal (~$1B).
🖱 AI was the liquidity engine: Nvidia, cloud, networking, and enterprise software stocks surged as AI capex exploded across hyperscalers and enterprises.
🖱 Most sales were pre-planned (10b5-1 plans), meaning executives locked in exits long before prices peaked, signaling discipline, not panic.
🖱 This wasn’t an exit from belief, but portfolio management: founders still hold massive stakes while diversifying after historic run-ups.
🖱 Timing matters: insider selling accelerated precisely as valuations stretched, volatility rose, and AI expectations became harder to beat.
🖱 Retail investors bought the story, while insiders monetized it, a classic late-cycle dynamic during tech supercycles.
🖱 The signal for markets: AI remains the long-term bet, but smart money is already derisking at the top.
The AI boom made billionaires richer on paper, 2025 is when many decided to make it real.
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In 2011, Elon Musk openly mocked BYD in a Bloomberg interview, questioning whether the Chinese company could ever be a real competitor.
14 years later, BYD just became the world’s largest EV seller, overtaking Tesla for the first time.
The gap is not small.
🖱BYD delivered 2.26M EVs in 2025, up almost 28%.
🖱 Tesla delivered 1.64M, down 8%, marking its second straight year of decline.
Q4 was especially weak, with deliveries falling 16% year over year.
It was a volatile year for Tesla overall. Shares slid in the spring as Chinese competition intensified and Musk’s political statements weighed on sentiment.
By December, the stock reversed sharply, hitting a record $489.88 on news of fully autonomous taxi tests in Austin.
Markets remember results longer than quotes.
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Growth is no longer guaranteed at Tesla
The company wrapped up Q4 2025 with results that undercut expectations, confirming two consecutive years of shrinking annual volume, a major shift from Tesla’s long-held growth narrative.
🖱 End-of-year shipments came in well below forecasts, down in the mid-teens versus the prior year.
🖱 Vehicle output also moved lower, pointing to structural softness rather than a one-off demand pause.
🖱 Total 2025 volumes fell by roughly 8–9%, locking in a second annual contraction.
🖱 BYD now dominates global EV scale, increasing the distance between itself and Tesla.
🖱 Higher-priced and experimental vehicles (S, X, Cybertruck) saw the sharpest drop, exposing weak pull outside the core lineup.
🖱 More cars left factories than reached customers in Q4, signaling inventory pressure heading into 2026.
🖱 Incentive pull-forwards and intensifying competition blunted the impact of price cuts.
Tesla’s valuation still leans on autonomy and AI optionality but the numbers show the auto business is no longer compounding, and the execution gap is becoming harder to ignore.
Former Google CEO Eric Schimdt drops a chilling warning on AI's future.
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Yesterday was Warren Buffett’s final day as CEO of Berkshire Hathaway.
Here’s his first interview from 63 years ago.
Thank you, Warren Buffett, the Oracle of Omaha.
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⚠️ Bad New Year’s news: ads are coming to ChatGPT and soon
It’s not exactly the update anyone wanted to start the year with, but here we are: ChatGPT will definitely have ads, and the launch looks imminent.
🖱 The report comes from The Information and when they cite insiders, they’re usually right.
🖱 Earlier, OpenAI delayed ads because of a declared “red code”, triggered by intense competitive pressure from Google.
🖱 That emergency mode is now over, and ads are back at the top of the priority list.
🖱 Advertising layouts for multiple formats are already prepared, which strongly suggests testing and rollout are close.
🖱 From OpenAI’s perspective, this was inevitable: ads inside ChatGPT are a gold mine, especially given the company’s massive burn rate.
🖱 ChatGPT already has ~900 million users, and projections point to 2.6 billion users by 2030.
🖱 Add to that: ChatGPT knows what users like, what they ask, what tools they use, and how they think, perfect signal for hyper-targeted ads.
🖱 Taken together, this could become the largest advertising platform ever built, hiding inside a “helpful assistant.”
🖱 The small consolation: ads are planned only for the free tier, at least for now.
It’s disappointing, sure, but this was always a question of when, not if.
🔔Meta buys Manus to jump-start its AI agent strategy
Meta has acquired Manus, the Singapore-based AI startup, in a deal reportedly valued at ~US$2B, betting on agentic AI that can do work, not just answer questions.
🖱 Manus builds general-purpose AI agents that autonomously execute tasks, research, document analysis, hiring workflows, coding, and business automation.
🖱 Unlike most AI labs, Manus already had real revenue: over US$100M ARR within months of launch, proving demand beyond demos.
🖱 The startup moved its HQ to Singapore in 2025, distancing itself from China exposure and making it acquisition-friendly for US Big Tech.
🖱 Meta plans to keep Manus as a standalone product while integrating its agent tech into Meta AI, WhatsApp, Instagram, and enterprise tools.
🖱 Strategically, this helps Meta close the gap with OpenAI, Microsoft, and Google, who are all racing to own the “AI that actually works for you” layer.
🖱 The deal signals Meta’s shift from pure model competition to applied, monetizable AI systems that justify its massive AI capex.
🖱 Buying Manus is faster than building: Meta gets product-market fit, paying customers, and a team that already cracked agent execution.
Meta isn’t just chasing smarter models anymore, it’s buying its way into the operational AI era, where agents replace workflows, not chats.
📉 Nvidia finalizes $5B strategic stake in Intel, a major shakeup in the chip world
Nvidia has completed a $5 billion purchase of Intel shares under a private placement agreement first announced in September 2025, buying about 214.7 million shares at $23.28 each.
🖱 The deal was executed after U.S. antitrust clearance and is viewed as a significant financial lifeline for Intel, which has struggled with expensive production expansions and recent strategic setbacks.
🖱 Nvidia’s shares dipped modestly in pre-market trading after the disclosure, while Intel’s stock was relatively unchanged.
🖱 The investment gives Nvidia a notable minority position in Intel and marks one of the most unusual equity moves between two major U.S. chipmakers in years.
🖱 Analysts see it as a vote of confidence in Intel’s turnaround and a way for Intel to raise cash without debt, even as it expands its foundry and AI-focused chip efforts.
🖱 Beyond finance, the agreement signals closer strategic ties between the companies going into 2026 especially in AI infrastructure and advanced processor development.
A $5 billion vote of confidence from Nvidia could reshape competitive dynamics in AI chips, bolster Intel’s balance sheet, and deepen collaboration at a pivotal moment for the semiconductor industry.