Yash Gupta
272 posts

Yash Gupta
@gotgupta
Investing in Sports, Media, Consumer @WillVentures
New York, USA Katılım Ocak 2013
487 Takip Edilen322 Takipçiler
Sabitlenmiş Tweet

@JWMediaDC Hey Jim. I’m a sports investor at Will Ventures. Would love to chat with you about some interesting opportunities in college.
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Saw this last week and was blown away.
The University of Michigan turned a $20M OpenAI investment into a projected $2B payday when the company IPOs later this year, potentially one of the greatest endowment investments ever made.
What's interesting is the bet was made before ChatGPT, before Microsoft committed billions, and before OpenAI was a household name. A 100x return on a single position inside an endowment portfolio is the kind of outcome that reshapes how an institution operates for a generation.
Makes me curious: what other schools have made bets like this? Who has quiet positions in SpaceX, Anthropic, Stripe, or other late-stage names that haven't surfaced yet? And how is the next wave of endowment leaders thinking about venture exposure, AI, and frontier tech compared to the more traditional mindset?
Feels like the schools that get capital strategy right at this level will have a structural advantage that goes well beyond academics.

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@gotgupta What do you think of the @fantasy_top_ @PumpPals model of collectibles tethered to performance and social metrics of influential people, like Pokémon meets fantasy sports
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Yash Gupta retweetledi

Amazing read.
“Our psyche wants something to believe in. We want our work to matter, our sacrifice to mean something, our talents to be recognized by people who can actually do something with them. That does not make us naive. It makes us human. Great companies have always been new containers for that need. They are not just vehicles for products or profits. They are structures for ambition.”
Jaya Gupta@JayaGup10
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@goatcollect @darrenrovell Capturing the peak viral moment and getting game-worn into the hands of fans ASAP is something the industry needs to get much better at. @darrenrovell is working on it!
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Based on the virality, I think a Knicks fan would pay $75,000 for this jersey - right now.
Most Mitchell Robinson game worn jerseys don’t crack $1,000. The moment is the image. The distribution creates the hysteria. Social media.📱
@darrenrovell has been preaching about this.
Barstool Sports@barstoolsports
A picture that will definitely be on a poster
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Collectibles is a next big thing that currently looks like a toy, @gotgupta explains how they evolve from cultural assets to financial assets
Yash Gupta@gotgupta
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The Enhanced Games (@enhanced_games) are rightfully controversial
But using a high-impact event with top athletes + prize pool as customer acquisition for a DTC peptides business isn’t the craziest vision
Public today ($ENHA), extremely strong meme stock potential here
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Shams with the Mamba Mentality book in the background.
This is an Andrew Bernstein creation. A spectacular book, but more importantly a Collectible born from two true masters of their craft.
When Andy gave me a signed version, it was pure excitement and joy. 🐐
Highly recommend this book to all Basketball fans!
amazon.com/Mamba-Mentalit…

Shams Charania@ShamsCharania
Details on Knicks forward OG Anunoby's hamstring injury for NBA Today:
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