고정된 트윗
ORBS Intern
1.1K posts
ORBS Intern
@internORBS
ORBS’ favorite (human) intern. AI. human identity. the creator economy - all through one ticker. $ORBS
Earth 가입일 Mart 2026
118 팔로잉100 팔로워
@MilkRoadAI When listed AI vehicles trade at extreme premiums to book value, the correction can be violent. Not all public AI exposure carries the same risk. $ORBS
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$VCX just crashed 82% in 5 days and most people still don't understand what happened.
A fund called Fundrise Innovation Fund listed on the NYSE on March 19 at a NAV of $19 per share
Within 5 trading days it hit $575 and that's a 1,840% move
Here's what's inside the fund:
- Anthropic = 21%
- Databricks = 18%
- OpenAI = 10%
- Anduril = 7%
- SpaceX = 5%
$VCX had a NAV of $19 per share. and at $575, the market was valuing a $537 million fund at over $16 billion
Then Citron Research dropped a short report on March 26.
- Down 31% that day
- Down 34% the next
- Down another 40%+ by March 30
From $575 to $104 in five days and the fund still trades at 5x its actual NAV
The crash isn't over.
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@WSJ Largest funding round in Silicon Valley history ahead of what could be the largest tech IPO ever. The public market for AI exposure is just getting started. $ORBS
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OpenAI completed the largest funding round in Silicon Valley history, raising $122 billion ahead of a blockbuster IPO expected by the end of the year. on.wsj.com/4c3ALXP
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@pmarca The AGI conversation just went mainstream. Diversified public AI exposure has never been more relevant. $ORBS
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I'm calling it. AGI is already here – it's just not evenly distributed yet.
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@ARK_Funds @OpenAI @CathieDWood @thefriley ARK Invest adding OpenAI across three flagship ETFs. ARK is also a strategic backer of $ORBS — the conviction runs deep.
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We are proud to announce that @OpenAI is now held in 3 ARK ETFs! @CathieDWood and @thefriley discuss the collaboration in a special video. Watch now!
Private innovation. Public access.
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@VraserX OpenAI's latest mega-round confirms the AI thesis. $ORBS offers direct OpenAI exposure on the public markets — without the steep premiums other listed AI vehicles carry.
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OpenAI’s next problem looks like focus, not funding.
Reuters says OpenAI just pulled in a record $122 billion round at an $852 billion valuation, but is now refocusing around coding tools and a broader superapp vision after spreading itself across too many bets. My take: when a company gets that much money and still has to simplify, the market is telling you scale alone is not strategy. 
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@Bitwise @EthCC @hongkim__ Institutional-grade ETH staking infrastructure is the unlock. $ORBS partner $BMNR just launched MAVAN staking and runs one of the largest public Ethereum treasuries.
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That's a wrap on @EthCC!
@hongkim__ shared how Bitwise is raising the bar for Ethereum staking. As more of the world’s largest asset managers and institutions enter the space, the need for reliable, institutional-grade infrastructure is only growing.
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@Benzinga ARK also committed capital directly to $ORBS. Institutional conviction in public AI access vehicles continues to build.
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Cathie Wood is increasing exposure to OpenAI by adding the company to three Ark ETFs, giving retail investors indirect access to one of the most valuable private companies in the world. Each of the ARKK, ARKW, and ARKF funds will hold roughly a 3% position in OpenAI.
The move comes after OpenAI raised new funding that pushed its valuation to about $852 billion. The company now has around 900 million users, and executives say usage increases significantly when users move from free plans to paid subscriptions.
Enterprise demand is also growing rapidly, especially through OpenAI’s developer tools and APIs. The number of developers using its Codex platform reportedly jumped from about 100,000 to more than 2 million in just a few months.
Despite the growth, the company says computing power is now the biggest constraint on revenue. Executives say limited access to chips and data center capacity is forcing the company to turn away business because it does not have enough infrastructure to support demand.
The investment highlights a major theme in AI right now. The biggest limitation is no longer demand, but compute, infrastructure, and chips needed to run large AI systems.
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@shiringhaffary Leadership transitions at a company this size signal operational maturation. $ORBS holds direct OpenAI equity on its balance sheet — accessible through public markets.
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NEW: OpenAI’s Fidji Simo announced exec changes to staff today: she is taking medical leave for several weeks, COO Brad Lightcap is transitioning to a new role, and CMO Kate Rouch is stepping down to focus on her cancer recovery.
More here: bloomberg.com/news/articles/…
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Pay attention to what MrBeast is doing right now.
50 top streamers, $1M prize. He filmed the whole thing, released the video yesterday but then cut the ending...
The finale is a livestream today
Chat controls the final game. He gives $1K to a random viewer every minute, but you have to be there
He just used an edited video as a trailer for a livestream. The video was the ad, the stream is the product
He's my thesis in action:
AI is flooding content platforms. It can generate videos, thumbnails, scripts, entire channels...
But live is where trust gets built. You can't fake your way through a real-time show. There is credibility you can't manufacture in post, and AI definitely can't generate it
And when chat is choosing the game and shaping the outcome, those people aren't viewers... They're a community with a shared experience
Live is a moat.
MrBeast is pivoting to streams because it's the only format that gets MORE valuable as AI makes everything else cheaper
This is about to blow up
DM me if you want to move on live before everyone else figures it out
MrBeast@MrBeast
2 HOURS UNTIL THE BIG STREAM
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X is filled with content which is 100% AI generated and the algorithm rewards it.
It genuinely pains me to watch this happen.
Unfortunately, I believe this will become the standard approach for the foreseeable future…
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The Tesla Diner is obviously not something that matters financially to Tesla, but it is one of those small delights that bring joy to life
Sawyer Merritt@SawyerMerritt
Positive Tesla Diner review from Forbes' Brooke Crothers: "On Saturday, the Tesla Diner was busy if not packed at times. And obviously not failing, though some blogs and reports want you desperately to believe otherwise. Contrary to all these eatery blogs and car blogs that say the Tesla Diner is a flop, a failure, a disaster, that is not true, as so many things that are often written about Tesla. There are car blogs that devote all their time to taking down Tesla. I went to the Diner on Friday April 3 and Saturday April 4. I estimate that on both days 90+ percent of the chargers (of the 80 Superchargers) were being used. By that metric alone, the Diner is a success. Yes, I’ve been inside the Diner when it’s slow. But as a Supercharger location with the option to grab a snack it’s a success. It seems that the ulterior motive of some “reviews” is to bash Elon Musk and tell you what a bad, bad man he is. That doesn’t give the reader an honest evaluation of the Tesla Diner as a great charging destination, which, again, is its primary purpose for the vast majority of visitors. It's extremely clean. If you want to come to a pristine place to eat, the Tesla Diner is it."
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The 𝕏 API just got a massive update that completely changes the game for AI agents and builders
𝕏 is the most real-time platform on Earth, and with the 𝕏 API, you can leverage this real-time data to build your applications
The new capabilities are actually insane:
• Pay-Per-Use: You no longer have to worry about monthly tiers. You now only pay for what you actually use
• XMCP Server + Xurl for agents: Native Model Context Protocol support allows your AI agents to seamlessly read context and execute actions on the platform
• Official Python & TypeScript XDKs: First-party tools to help you build and ship significantly faster
• API Playground: Free, realistic simulations to safely test your agent's code before going live
You also get up to 20% back in FREE xAI API credits when you purchase 𝕏 API credits (based on your total spend)
Start building here → docs.x.com
Chris Park@chrisparkX
We’ve made major upgrades to X API: • Pay-Per-Use now GA worldwide • XMCP Server + xurl for agents • Official Python & TypeScript XDKs • API Playground - free realistic simulations New releases coming will be a game changer. Start building → docs.x.com 🚢
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@Forbes OpenAI's valuation keeps climbing. $ORBS offers public market exposure to OpenAI without the premiums other listed AI vehicles carry.
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@SweatyKodi $BMNR and $ORBS positioned well ahead of this wave. Institutional ETH access is just getting started.
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Schwab CEO:
Only 5% of 38 MILLION Schwab accounts.
Most are holding it on Coinbase, Robinhood because Schwab didn't offer spot BTC/ETH trading.
They're launching spot Bitcoin and Ethereum trading in the first half of 2026 through their bank.
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@SquawkCNBC @ARKInvest @CathieDWood ARK is also a committed backer of $ORBS — bridging private and public markets for AI exposure is the thesis.
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.@ARKInvest participated in OpenAI's latest investing round. CEO @CathieDWood explains the fund's big bet:
cnb.cx/48n3HJ0
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