Venture Capital
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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).
Больше📈 Аналитический обзор Telegram-канала Venture Capital
Канал Venture Capital (@venture) языкового сегмента Английский является активным участником. Сейчас сообщество объединяет 2 585 533 подписчиков, занимая 8 место в категории Экономика и финансы и 6 место в регионе США.
📊 Показатели аудитории и динамика
С момента создания невідомо проект демонстрирует стремительный рост, собрав аудиторию из 2 585 533 подписчиков.
Согласно последним данным от 14 июля, 2026, канал показывает стабильную активность. За последние 30 дней изменение числа участников составило -162 092, а за последние 24 часа — -4 827, при этом общий охват остаётся высоким.
- Статус верификации: Верифицирован (официально подтверждён Telegram)
- Уровень вовлечённости (ER): Средний показатель вовлечённости аудитории составляет 0.16%. В первые 24 часа после публикации контент обычно набирает 0.06% реакций от общего числа подписчиков.
- Охват публикаций: В среднем каждый пост получает 4 051 просмотров. В течение первых суток публикация набирает 1 593 просмотров.
- Реакции и взаимодействия: Аудитория активно поддерживает контент: среднее количество реакций на один пост — 762.
- Тематические интересы: Контент сосредоточен на ключевых темах, таких как openai, claude, nvidia, revenue, pentagon.
📝 Описание и контентная политика
Автор описывает ресурс как площадку для выражения субъективного мнения:
“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).”
Благодаря высокой частоте обновлений (последние данные получены 15 июля, 2026) канал поддерживает актуальность и высокий уровень охвата публикаций. Аналитика показывает, что аудитория активно взаимодействует с контентом, что делает его важной точкой влияния в категории Экономика и финансы.
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Посты канала
+1
❕ Just 4% of U.S. stocks created almost all market wealth
A study of 29,754 U.S. stocks listed between 1926 and 2025 found that the market created $90.96 trillion in shareholder wealth. Almost all of it came from just 1,082 companies, while the remaining 96% created virtually none.
The typical stock actually lost 6.87%, 59% of companies destroyed shareholder value, and only 41% outperformed Treasury bills.
⠀
The biggest wealth creators were:
🖱Apple ($5.02T)
🖱Nvidia ($4.58T)
🖱Microsoft ($4.03T)
🖱Alphabet ($3.57T)
🖱Amazon ($2.27T)
Apple and Nvidia alone generated 10.6% of all shareholder wealth created since 1926.
⠀
Market concentration is also increasing. In 2016, it took 89 companies to account for half of all market wealth. Today, it takes just 46.
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The biggest winners have always driven long-term market returns. The difference today is how concentrated those winners have become.
✔️ @venture
| 2 |  🐕 Analyst compares SpaceX to Dogecoin as shares keep falling
Mark Yusko, CEO of Morgan Creek Capital, says SpaceX's $2 trillion valuation is disconnected from reality, comparing the company to Dogecoin because of its concentrated ownership and investor enthusiasm.
Yusko argues that SpaceX, along with OpenAI and Anthropic, is trading at valuations that cannot be justified by future earnings. He also expects the stock to come under more pressure as lock-up restrictions expire and early investors gain the ability to sell.
⠀
SpaceX shares have fallen more than 12% over the past week and nearly 28% over the past month after a strong IPO debut.
⠀
Despite the criticism, Wall Street remains largely positive. 22 of 28 analysts still rate the stock as a Buy, while only one currently recommends Sell.
✔️ @venture | 1 341 |
| 3 |  🤖 10 public companies to watch in robotics
Robotics is becoming one of the fastest-growing AI markets. While most attention goes to humanoid robots, the biggest opportunities are spread across sensors, chips, automation, and industrial infrastructure.
🖱 $TER - Tests AI chips and owns Universal Robots, one of the world's leading collaborative robot makers.
🖱 $NOVT - Builds precision photonics and motion-control systems used in surgical and industrial robots.
🖱 $OUST - Develops lidar sensors that help robots and autonomous machines map the physical world.
🖱 $HIMX - Supplies vision and display chips that process images and sensor data for robots.
🖱 $AMBQ - Designs low-power AI chips for robots and edge devices.
🖱 $ON - Expanding its robotics stack through the acquisition of Siyna, adding sensing, connectivity, and edge AI.
🖱 $SYM - Warehouse automation company combining robotics with software for fulfillment centers.
🖱 $VPG - Makes force and pressure sensors that help robots interact with the real world.
🖱 $TSLA - Long-term humanoid robotics play through Optimus, combining AI, hardware, and manufacturing.
🖱 $CCXI - Gives investors exposure to Agility Robotics, the company behind the Digit warehouse robot.
The robotics market extends far beyond humanoids. The biggest winners could be the companies supplying the hardware and infrastructure every robot depends on.
✔️ @venture | 1 727 |
| 4 |  🏘 San Francisco homes are being sold for OpenAI shares
Some home sellers in San Francisco are accepting OpenAI and Anthropic shares instead of cash, even though neither company is publicly traded.
One $2.995 million home attracted an offer from an OpenAI employee for more than $1 million above the asking price, while another seller offered a $500,000 discount if the buyer paid in Anthropic stock.
⠀
The rush is driven by expectations that future IPOs could create more than 16,000 millionaires in the Bay Area. This year, 144 homes sold for at least $1 million over asking, compared with just 8 during the first half of 2025. Homes priced above $10 million have doubled, while inventory has fallen to fewer than 600 listings.
⠀
Private company shares are increasingly being treated like cash, even before the market has determined what they're actually worth.
✔️ @venture | 1 803 |
| 5 |  💼 Investing isn't just about picking the right stocks
One of the biggest mistakes investors make is keeping the same portfolio for decades. Your financial goals, income, and ability to recover from market downturns all change over time, and your asset allocation should change with them.
In your 20s and 30s, time is your biggest advantage, so many investors focus more on growth. As retirement gets closer, preserving capital and reducing volatility often become just as important as maximizing returns.
⠀
There is no perfect portfolio for every age or every investor. Risk tolerance, income, and financial goals matter as much as your birth year.
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The best portfolio is one that matches both your timeline and your ability to stay invested when markets become volatile.
✔️ @venture | 2 052 |
| 6 |  Owning a home in America is becoming impossible.
The hourly wage needed to buy a house has gone from $1.41 in 1960 to $55.51 in 2026.
🖱1960: $1.41
🖱1970: $3.42
🖱1980: $14.04
🖱1990: $20.93
🖱2000: $24.53
🖱2010: $24.56
🖱2020: $31.30
🖱2026: $55.51
✔️ @venture | 2 099 |
| 7 | $5,000 investments now worth more than $1 million:
🖱AMD: 11 years ago
🖱Nvidia: 11 years ago
🖱Tesla: 15 years ago
🖱Netflix: 19 years ago
🖱Apple: 21 years ago
🖱Monster Beverage: 22 years ago
🖱Amazon: 24 years ago
🖱O'Reilly Auto: 29 years ago
🖱Starbucks: 34 years ago
🖱Qualcomm: 34 years ago
🖱Oracle: 34 years ago
🖱Microsoft: 35 years ago
🖱Cisco: 35 years ago
🖱Costco: 37 years ago
🖱Nike: 41 years ago
🖱Walmart: 42 years ago
✔️ @venture | 2 472 |
| 8 |  🛍 Bill Gates' daughter's app is accused of taking credit for other people's sales
Phia, the shopping app co-founded by Phoebe Gates, allegedly inserted its own affiliate tracking code during checkout, allowing it to collect commissions even when it didn't bring the customer.
A Bloomberg investigation found the behavior across more than 50 retailers, including Walmart, Nike, and Zara. Impact.com has suspended Phia's account and is reviewing past transactions.
⠀
Phia says it was a software bug that was fixed within a day after being reported.
⠀
The case closely mirrors the allegations that PayPal's Honey faced last year.
✔️ @venture | 2 664 |
| 9 |  💼 Why the monthly jobs report doesn't tell the full story
The monthly U.S. jobs report often moves markets within minutes. But the headline number doesn't always reflect the true health of the labor market.
A payroll "job" can be a full-time position, part-time work, or a temporary contract. The report counts jobs, not the quality, stability, or income they provide.
⠀
That means strong job growth doesn't necessarily mean workers are better off. More people may be taking multiple jobs, switching employers frequently, or relying on temporary work instead of permanent employment.
⠀
For investors, the takeaway is simple: the headline payroll figure is important, but understanding what kind of jobs are being created matters just as much.
✔️ @venture | 2 743 |
| 10 |  ❕ Big Tech Drives Record $182 Billion Bond Issuance in 2026
Amazon, Alphabet, Nvidia, Meta, Oracle, and SpaceX have issued a record $182 billion in investment-grade bonds this year, a 1,300% jump from $13 billion last year.
These six firms now account for nearly 15% of total US corporate bond issuance year-to-date and over 50% of this year's market growth.
A record 7 bond deals of $25 billion+ have occurred, matching the total from 2019 to last year. Six are from these Big Tech firms, one from Salesforce.
✔️ @venture | 2 573 |
| 11 |  🇨🇳 China is reopening the door to Nvidia, but on its own terms
China is reportedly preparing to let more leading AI companies buy a limited number of Nvidia H200 chips, expanding a controlled reopening that began earlier this year.
The strategy is clear: use Nvidia's chips for frontier AI training while accelerating adoption of domestic processors like Huawei's Ascend for inference workloads.
⠀
After U.S. export restrictions blocked Nvidia's most advanced chips, the company launched the export-compliant H20, which generated $4.6 billion in quarterly sales before facing tighter restrictions. Nvidia later took a $4.5 billion inventory charge and warned of an $8 billion revenue hit after losing access to much of China's AI market.
⠀
Earlier this year, ByteDance, Alibaba, and Tencent were approved to purchase more than 400,000 H200 chips, but only alongside domestic alternatives.
⠀
The long-term trend remains unchanged. China is using every reopening to secure the AI chips it still needs while investing billions to reduce its dependence on U.S. technology.
✔️ @venture | 2 775 |
| 12 |  Here we go again.
Trump says the Iran ceasefire is over and markets may now have another reason to de-risk.
✔️ @venture | 2 483 |
| 13 |  📈 AI Mentions Surge in Global Earnings Calls
Mentions of AI disruptions during H1 2026 earnings calls reached a record ~780, a 310% increase from ~190 in H2 2025.
In just the first half of the year, AI was referenced more than in the previous three years combined.
Additionally, 337 executives at S&P 500 firms mentioned AI during Q1 2026 earnings calls, more than double the five-year average of 164 and over triple the ten-year average of 103.
AI is reshaping corporate strategy and financial markets.
✔️ @venture | 3 003 |
| 14 |  🇨🇳 China Limits Foreign Access to AI Models
China's Ministry of Commerce plans to restrict foreigners from accessing the country's frontier AI models. Officials have already met with Alibaba, ByteDance, and to discuss these measures, which will apply even to models with open weights.
The new rules also aim to limit foreign investments in AI and treat the disclosure of patented AI technologies as a national security crime.
✔️ @venture | 2 818 |
| 15 |  +2💰 Goldman Sachs maps where $7.6 trillion in AI spending is going
Goldman Sachs expects AI capital spending to reach $765 billion in 2026 and grow to $1.6 trillion annually by 2031, totaling $7.6 trillion over six years.
The breakdown is $5.1T for compute, $2.1T for data centers, and $358B for power.
⠀
The report assumes Nvidia captures 75% of compute spending, making it the biggest direct beneficiary of the AI buildout. At the same time, AI data centers are becoming far more demanding, with rack power rising from 5-15 kW in traditional facilities to 500+ kW in next-generation AI factories.
⠀
That shift also benefits infrastructure companies. Vertiv is positioned around liquid cooling and power systems, while Vistra stands to gain from rising demand for long-term nuclear power contracts needed to support AI data centers.
⠀
Goldman's conclusion is straightforward: chips, data centers, and power are the three layers every AI deployment depends on, and capital is flowing into all of them simultaneously.
✔️ @venture | 3 163 |
| 16 |  🗣️ Trump:
"We have a hot country. I think the market is going to go through the roof."
"Short sellers are getting wiped out. I never liked short guys because they're betting against the country."
✔️ @venture | 2 674 |
| 17 |  +3📉 Michael Burry is betting against the AI boom
Michael Burry, best known for predicting the 2008 financial crisis, has reportedly taken short positions against Nvidia, Tesla, Caterpillar, and the Philadelphia Semiconductor Index, betting on a 30-40% market decline by March 2027.
His argument is that the companies funding the AI buildout, including Microsoft, Amazon, Google, and Meta, have significantly underperformed the chipmakers supplying them. In his view, AI infrastructure spending is benefiting suppliers more than the companies paying for it.
⠀
Burry also points to stretched valuations. The Philadelphia Semiconductor Index is trading about 65% above its 200-day moving average, a level last seen during the dot-com bubble. Semiconductor stocks now trade at roughly 30x forward earnings, near the top of their 15-year valuation range.
⠀
He also argues that AI pricing power is weakening and claims hyperscalers are understating depreciation costs, which could eventually weigh on future earnings.
⠀
Burry's conclusion is clear: he believes the AI trade has become the biggest bubble in the market.
✔️ @venture | 3 277 |
| 18 |  🚀 U.S. lawmakers start buying SpaceX shares after its IPO
Just days after SpaceX's $2 trillion IPO, members of Congress and their families began buying the stock.
Rep. Gil Cisneros purchased between $1,001 and $15,000 of SpaceX shares on June 18.
Three days earlier, a child of Rep. Dan Meuser bought $15,001 to $50,000 worth of shares.
Both transactions were disclosed under the STOCK Act.
⠀
The purchases have drawn attention because both lawmakers serve on committees that oversee areas important to SpaceX. Cisneros sits on the House Armed Services Committee, while Meuser chairs a subcommittee of the House Financial Services Committee.
⠀
In 2025, SpaceX generated $3.6 billion from U.S. government contracts, about 20% of its $18.7 billion in revenue.
⠀
Ethics experts expect these disclosures may be just the beginning, with more congressional purchases likely to appear in the coming weeks.
✔️ @venture | 2 908 |
| 19 |  🦄The world’s most valuable unicorns
Coincidence, or did the designer intentionally make them look like bubbles?
✔️ @venture | 2 801 |
| 20 |  🇺🇸📉 US inflation is going up, interest rates are rising, and tech stocks are sliding. Is a recession next for crypto?
If you want to secure your savings and grow your portfolio instead of just watching your money melt, join our community for the latest market updates.
We break down the easiest market opportunities in our community.
👉 https://t.me/+A0Hq6_Q8hDswZWYy | 2 339 |
