Junion
816 posts



If you bought into the mini Anthropic IPO last week you're now up 18x 🤯 this is just insane this point - $VCX is now trading at $565 - The fund's actual net asset value is $19 per share - Investors are paying ~30x what the underlying holdings are worth A $650 million portfolio of private companies is being valued by the market at nearly $10 billion. To put the premium in perspective: If you buy one share of VCX at $565, you're getting roughly $19 worth of Anthropic, OpenAI, SpaceX, Databricks, and Anduril. The other $546 is pure demand premium. You are literally paying $546 for the privilege of accessing these companies. And people are lining up to do it. Truly insane scenes







So many startups think their engineers are "cracked" but have no idea what that really means. This team of 5 19yr olds built a 30 petabyte storage cluster in SF for ~$500k to get a 40x cheaper AWS S3 as a side quest to store 90M hours of video. Now, that's cracked.


































