Venture Capital

🍏 Apple launches Siri AI after a 2 year delay Apple finally unveiled Siri AI at WWDC 2026, nearly 2 years after first announcing its AI assistant plans. The new version is built on Google Gemini models alongside Apple's own AI systems. The assistant can understand context across apps, pull information from emails, access content on your screen, help write text, create photo albums from prompts, and edit photos using natural language. Apple also launched Siri AI as a standalone app, reflecting how many users have adopted tools like ChatGPT. The rollout covers iPhone 15 Pro and newer devices, plus iPads and Macs with M1 chips or later. Some features have usage limits, while expanded access is included with many iCloud+ plans. Analysts estimate AI services could generate an additional $15B annually for Apple. Apple first promised an AI-powered Siri in 2024. The product is finally here. Now it has to work. ✔️ @venture

Investing Hack: Buy Nvidia $NVDA under 36x P/E and ask questions later. ✔️ @venture

💲 Wise’s AML problem may be bigger than the stock rebound suggests Wise shares fell almost 20% after Belgian prosecutors confirmed an investigation into roughly €500M in suspicious transactions across more than 30 European countries. The stock later recovered most of the drop, closing down around 8%. The market may be treating this like a short-term headline. The risk looks more structural. 🖱 Belgian prosecutors are examining possible AML failures tied to fraud, drug trafficking, and corruption flows through Wise accounts. 🖱 The probe was opened last year but became public only now. 🖱 Wise runs its EU operations through Brussels, so law-enforcement requests from across the bloc are concentrated in Belgium. 🖱 In late May, the OCC also issued a consent order against Wise’s US sponsor bank over AML programme deficiencies. 🖱 Wise has already faced AML-related issues in the US, Belgium, and Abu Dhabi. The fine itself may not be the real problem. The bigger issue is what comes after: more compliance staff, more monitoring systems, possible historic account reviews, and years of regulatory pressure. That can turn a high-margin fintech story into a heavier, slower, lower-margin business. Wise may still have strong defences. The €500M figure is spread across 30 countries, and its scale makes it a natural target for regulators. But the pattern is now hard to ignore. The stock bounce says “one bad headline.” The regulatory trail says “multi-year overhang.” ✔️ @venture

📉 Strong Jobs Report Triggers a Market Selloff The U.S. added 172,000 jobs last month, about 2x above expectations. Markets reacted by pricing out Fed rate cuts and even started betting on a possible rate hike by December. The Nasdaq fell 4.2%, Bitcoin dropped below $60,000, and gold hit a 3 month low. The shift came after the 10-year Treasury yield moved above 4.5%. But the details of the report were less straightforward. Around 70,000 jobs came from leisure and hospitality. Another 50,000 jobs came from local government, security, and infrastructure roles. Some economists linked part of the increase to hiring ahead of the World Cup on June 11. Wage growth slowed to 3.4%, yet the headline number was enough to change expectations for Fed policy and erase more than $1 trillion in market value. A strong jobs report became a problem because markets were positioned for lower rates. ✔️ @venture

"The stock doesn't know you own it." One of Peter Lynch's simplest lessons. The market doesn't care about your conviction, your research, or your loyalty. Only the business matters. ✔️ @venture

“There are no get-rich-quick schemes. That's just someone else getting rich off you.” -Naval Ravikant

I think it's finally time to buy AI stocks (not financial advice) ✔️ @venture

Warren Buffett: "The secret to life is weak competition…" "'How do you beat Bobby Fischer?' You play him at any game except chess." ✔️ @venture

OpenAI's $110 billion funding round is roughly equivalent to the total amount invested in all US venture-backed startups in a typical year during the mid-2010s. ✔️ @venture

💥 Ray Dalio Predicts AI Bubble Burst Investor Ray Dalio says the AI bubble will burst in the next few years unless startups start making billions. Currently, AI companies spend about 8 times more than they earn. The sector needs to generate $2 trillion annually by 2030 to justify current investments. Dalio compares the AI bubble to past tech bubbles like dotcoms, where stock prices rose on hype but lacked real profits. He acknowledges AI will change the world but doubts its economic viability so far. ✔️ @venture

Nvidia CEO Jensen Huang (net worth about $150 billion) ignored protocol and sat on the floor at an expo to drink a beer with Gigabyte boss. ✔️ @venture

Moral of the story — do not chase hot IPOs ❕ 🖱 Year-1 average drawdown = 55% 🖱 Year-1 median drawdown = 54% ✔️ @venture

📈 How 8 of the fastest-growing startups evolved Most startup stories look obvious in hindsight. In reality, many of today's fastest-growing companies started with a very different product and only found their current direction after a major shift. 🖱 Replit started as a browser-based coding environment, then shifted into a vibe coding platform after launching Agent. 🖱 Sierra started by building AI agents for large enterprises, then moved into AI customer service and support automation. 🖱 Granola started as an AI meeting notebook, then became a memory and context layer for workplace AI agents. 🖱 Perplexity started as a Slack bot for answering questions, then evolved into an AI search engine and agent platform. • Harvey started as an AI assistant for lawyers, then expanded into an enterprise platform for legal teams and large organizations. 🖱 Lovable started as a developer tool that turned prompts into code, then repositioned as a consumer platform for building apps from plain English. 🖱 Freepik started as a search engine and library for design assets, then transformed into a generative AI design platform. 🖱 Mercor started as a small outsourcing operation handling projects worth $500 per week, then became a marketplace for hiring contractors who create training data for AI. The biggest startups often don't start with the right idea. They find it along the way. ✔️ @venture

🇺🇸 The White House will get early access to the most powerful AI models President Trump signed an executive order creating a classified government benchmark for advanced AI systems. AI companies will be able to test new models against the benchmark to determine whether they qualify as frontier AI systems. If they do, developers can voluntarily provide the US government with access up to 30 days before a public release. The administration says the framework is not a licensing system and does not require approval before launching new models. As AI becomes more strategically important, governments increasingly want visibility into capabilities before the rest of the market sees them. ✔️ @venture

📊 Building a stock portfolio is simpler than most people think If you're investing for 20+ years, putting everything into the S&P 500 isn't necessarily the obvious choice. Valuations remain near historical highs, which could mean future returns look very different from the last two decades. A different approach is to focus on quality growth companies: 🖱 Revenue growth above 10% 🖱 Returns on capital above 15% 🖱 Strong cash generation 🖱 Durable competitive advantages 🖱 Management teams with a solid track record A portfolio of 10–15 companies is often enough. Beyond that, diversification benefits start to shrink while the amount of research and monitoring grows quickly. Position sizing matters just as much as stock selection. Average ideas might deserve 5%, stronger ideas 10%, and only the highest-conviction opportunities should reach 15% or more. Building positions gradually can also reduce timing risk. The biggest lesson is simple: finding great companies is important. Having the patience to wait for the right price is what separates good returns from mediocre ones. ✔️ @venture

⚡️ Victoria's Secret Shares Jump 50% After Ticker Change Shares of Victoria's Secret surged nearly 50% in one day after the company changed its stock ticker from VSCO to VSXY. The lingerie maker's new ticker spells out "very sexy," a playful rebranding move that caught investors' attention. ✔️ @venture

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💰 Alphabet plans an $80B raise to fund AI infrastructure Alphabet announced an $80 billion equity raise as it ramps up spending on data centers, compute capacity, and AI hardware. Berkshire Hathaway will anchor the deal with a $10 billion investment. The company expects capital expenditures to reach $180–190 billion in 2026 as demand for AI continues to outpace available compute. The financing includes a $10 billion Berkshire placement, $30 billion in public offerings, and a $40 billion program that will gradually sell shares into the market over time. The AI race is increasingly becoming a capital race. The companies with the deepest pockets can build the most compute. ✔️ @venture

Most business owners do not know their credit card likely comes with purchase protection, extended warranties, and trip insurance they are already paying for. The bank buries it in 40 pages on purpose. The perks are real. The hope is you never read far enough to use them. ✔️ @venture

Meanwhile in San Francisco, luxury homes are being sold for OpenAI and Anthropic shares. ✔️ @venture