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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).
Assets under management at BlackRock
Last year, BlackRock recorded a record inflow of new capital.
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📈 Memory chip shortages will last beyond 2026, Micron says
🖱 Micron and SK Hynix report that all memory supply for this year is already booked. The main buyers are AI data centers. PC and smartphone makers are now negotiating allocations for periods after 2026.
🖱 Chinese outlet Jiemian reports that Xiaomi, Oppo, and Transsion have cut 2026 smartphone shipment targets due to rising memory costs. Oppo reduced its target by 20%.
🖱 Micron is expanding production in the US and Asia, but new capacity will come online gradually from 2027 to 2030. AI demand is pulling the supply curve forward.
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1998: Google valued at $10 million.
2026: Google valued at $4 trillion.
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🤖 Amazon isn’t a retail company anymore
It’s one of the largest robotics deployments in history.
Most people missed how fast this happened:
🖱 2013 ~1,000 robots
🖱 2017 ~100,000
🖱 2019 ~200,000
🖱 2021 ~350,000
🖱 2022 ~520,000
🖱 2023 ~750,000
🖱 2024 ~900,000
🖱 2025 ~1,100,000
That implies hundreds of thousands of additional units added each year - thousands deployed every week.
This isn’t “cool tech.”
It’s about labor cost, fulfillment speed, and margin expansion.
Every robot:
🖱 lowers error rates
🖱 cuts operating costs
🖱 compresses cycle times
🖱 boosts unit economics
A bet on $AMZN today is a bet on automation on steroids, not just ecommerce.
The retail margins story hasn’t even started yet.
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Meta spent $73B on this.
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JUST IN: Elon Musk is seeking up to $134 BILLION in damages from OpenAI in a newly filed lawsuit.
Musk’s legal team argues that his early funding and involvement materially contributed to OpenAI’s rise, which is now valued at $500+ billion.
The lawsuit says OpenAI has become a for-profit company, entitling Musk to compensation tied to the value created from his early contributions.
Musk helped found OpenAI in 2015 and donated approximately $38 million in early funding.
When asked about the lawsuit, Elon Musk responded:
“I’ve lost a few battles over the years, but I’ve never lost a war.”
🗣️ Matthew McConaughey has trademarked his own image and voice
🖱 The US Patent Office approved 8 trademarks covering video of him speaking and smiling, plus the audio of his “alright, alright, alright” line. The stated goal is to block unauthorized AI use of his face and voice.
🖱 What stands out is the context. McConaughey is an investor in ElevenLabs and has already licensed his voice for AI translation into Spanish. He is not pushing against AI itself.
🖱 The move draws a legal boundary around consent and control, not technology. The courts have not tested this approach yet, but the threat of litigation alone raises the cost of misuse.
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🕯 Retail traders just made their biggest stock market bet since the post tariff rebound
🖱 JPMorgan data for the week ending Jan 14 shows $12.0B of retail inflows into cash equities. This is the largest weekly inflow since the post Liberation Day recovery. Single stock buying reached $4.9B, the highest level in about 9 months. ETFs added $7.1B.
🖱 More than one third of single stock inflows went into the Magnificent 7, led by Nvidia and Tesla. Apple saw $185M of outflows. Year to date, the Magnificent 7 is still lagging the S&P 500 and Nasdaq 100.
🖱 Retail demand also increased in tech stocks outside the Magnificent 7. JPMorgan notes that past patterns point to roughly another month of strong retail buying.
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Warren Buffett:
“The ultimate luxury is doing something every day that you love doing with people that you love doing it with.”
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Why serial acquirers outperform
Long term data shows serial acquirers beat the market. The strongest results come from teams that treat capital allocation as a core skill, not a side effect of growth.
Search funds and disciplined roll ups show especially strong outcomes. Average search fund returns since 1984 are around 35% annually.
Here are examples that fit this model:
🖱 Kingsway Financial Services (NYSE: KFS)
Public company using a search fund model. Operators are selected first, acquisitions come second.
🖱 Teqnion (OMX: TEQ)
Owner of 36 small industrial businesses with strict capital discipline and decentralized operations.
🖱 Diploma PLC (LSE: DPLM)
Industrial components supplier with 15 years of ~16% EPS CAGR driven by steady bolt on deals.
🖱 VitalHub (TSX: VHI)
Healthcare software company with subscription heavy revenue and low churn. Active acquirer.
🖱 Lumine Group (TSX: LMN)
Constellation Software spin off focused on telecom and media vertical software.
🖱 Omda AS (OSL: CSAM)
Hospital software provider with public sector contracts and high recurring revenue.
🖱 TerraVest Industries (TSX: TVK)
Propane and energy infrastructure roll up with acquisitions priced below 10x FCF.
The pattern repeats across regions and sectors.
Boring businesses, bought well, run by strong operators, compound quietly over time.
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OpenAI acqui hires the team behind Convogo
OpenAI is hiring the founders and team of Convogo, an AI tool used by executive coaches and HR teams for assessments and feedback reports.
🖱 OpenAI is not acquiring Convogo’s product or IP. The team joins to work on AI cloud efforts. The deal is all stock. Convogo will be shut down.
🖱 This is OpenAI’s 9th acquisition in about a year. In most cases, the product disappears and the team is absorbed.
M&A here is about talent density, not expanding a product lineup.
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❓ What is the average revenue that companies generate from a single active user?
The highest Netflix subscription costs $24.99, which is still lower than the revenue Zuckerberg earns from each user.
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Pentagon will integrate Grok into military AI systems
🖱 The US Department of Defense plans to connect Elon Musk’s AI chatbot Grok to Pentagon networks, including both unclassified and classified systems later this month.
🖱 Defense Secretary Pete Hegseth said Grok will operate alongside Google’s AI tools inside the military’s AI framework under a newly announced AI acceleration strategy.
🖱 The deployment aims to feed military and intelligence data into the model for analysis across Pentagon operations.
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“Controlling your time is the highest dividend money pays.”
- Morgan Housel
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JUST IN: Elon Musk vs. OpenAI trial set for April 27
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🔥 2026 could trigger the largest IPO wave since 2019
🖱 OpenAI, Anthropic, and SpaceX are taking early steps toward going public. OpenAI is valued near $500B, Anthropic is in talks around $350B, and SpaceX was last valued at $800B.
🖱 Even one of these listings would rank among the biggest IPOs ever. Together, they would reopen public markets for AI after years of private funding dominance.
🖱 The driver is capital intensity. AI companies now spend tens of billions on compute and infrastructure. Private rounds keep growing, but public markets offer scale in one move.
After a long IPO drought, Wall Street is preparing for deals that could reset expectations for tech listings.
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Define the game you’re playing, and make sure your actions are not being influenced by people playing a different game.
- Morgan Housel
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❕ Elon Musk has officially launched Colossus 2
🖱 Colossus 2 is the first gigawatt scale AI compute cluster. Its peak power exceeds San Francisco’s maximum electricity demand. The system includes around 550,000 GPUs.
🖱 Musk says the cluster is expected to scale to 1.5 GW by April. At that level, it becomes one of the largest single AI installations ever built.
This sets a new benchmark for standalone data center size. Catching up on raw scale will take competitors time.
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This is what “starting” really looks like.
Stop waiting for the perfect time.
Stop waiting for the perfect conditions.
Stop waiting for a magic moment.
Action first, clarity later.
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📼 Higgsfield hits $200M run rate as generative video turns into infrastructure
🖱 The generative video startup closed an $80M Series A extension, bringing total funding to $130M and valuation above $1.3B. The company reports a $200M annual run rate less than 9 months after launch.
🖱 Higgsfield says it now generates about 4.5M videos per day and has over 15M users. Around 85% of usage comes from social media marketers, with most output tied to paid commercial work.
🖱 Customers are using it as an end to end production system, from concept to publishing. Video is being treated less like a campaign asset and more like software.
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Peter Thiel literally gave a masterclass on how to build a billion-dollar company
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Former headquarters of 6 companies worth a combined $20 trillion.
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❕ Three cofounders have now left Thinking Machines Lab in under 1 year.
🖱 CTO Barrett Zoph and cofounder Luke Metz are exiting and returning to OpenAI, where both worked before joining Mira Murati’s startup.
🖱 Wired reports that a source close to the company claims Zoph shared confidential information with competitors. Zoph reportedly left voluntarily, but the allegation adds pressure.
🖱 The new CTO is Soumith Chintala, a core PyTorch developer. After less than a year, 3 of 6 founders are already gone.
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How dudes start moving after getting an entry level role at a D-tier VC firm.
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JUST IN: BitMine has invested $200M into MrBeast’s $5B empire to fund a new digital banking platform.
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"We will continue to ignore political and economic forecasts, which are an expensive distraction for many investors and businessmen."
- Warren Buffett
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🚨 BREAKING: Anthropic is reportedly buying CoinGecko and rolling out a new product called Claude Crypto, a personal AI assistant designed to help crypto investors manage their portfolios.
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🤖 Apple puts Google’s Gemini inside Siri
Apple and Google confirmed a multi year AI partnership.
🖱 Gemini will handle specific Siri functions like summarization and task planning. Core logic, UI, and system control stay on Apple’s own models.
🖱 Apple says Apple Intelligence still runs on device and on its Private Cloud Compute servers. User data does not flow into Google infrastructure.
🖱 Media framed this as Google taking over Apple’s AI stack. In reality, it is a narrow dependency on models that currently outperform.
The irony is timing. Google spent years catching up after ChatGPT. Now Apple is buying the result.
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JUST IN: Anthropic invests $1.5 million in the Python Software Foundation and open source security.
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BREAKING: CoinGecko may be sold for ~$500M
Crypto data platform CoinGecko is exploring a potential sale and is targeting a valuation of around $500M, according to sources. The company has hired Moelis to advise on the process, which is still at an early stage.
The timing is notable. In 2025, crypto M&A reached about $8.6B across 133 deals, a record year for consolidation. Major transactions included Coinbase’s $2.9B acquisition of Deribit and Kraken’s $1.5B purchase of NinjaTrader.
Founded in 2014, CoinGecko is one of the largest independent crypto data platforms. Data and infrastructure assets are increasingly becoming strategic acquisition targets.
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