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Introducing USVC - a single basket of high-growth venture capital, for everyone. No accreditation required, SEC-registered, and a very low $500 minimum. Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a piece of that too. Liquidity typically comes when companies exit, but we’re aiming to let investors redeem up to 5% of the fund every quarter. This isn’t guaranteed, but if we can make it work, you won’t be locked up like in a traditional venture fund. It runs on AngelList, which already supports $125 billion of investor capital. And I’ve joined USVC as the Chairman of its Investment Committee. — Go back to the 1500s, you set sail for the new world to find tons of gold - that was adventure capital. Early-stage technology is the modern version. It says we are going to create something new, and it’s risky. It’s daring. But ordinary people can’t invest until it’s old, until it’s no longer interesting, until everybody has access to it. By the time a stock IPOs, most of the alpha is gone. The adventure is gone. Public market investors are literally last in line. This problem has become farcical in the last decade. Startups are reaching trillion dollar valuations in the private markets while ordinary investors have their noses up to the glass, wondering when they’ll be let in. Investing in private markets isn’t easy. You need feet on the ground. You need judgment built over years. Most people don’t have the patience to wait ten or twenty years for an investment to come to fruition. But there is no more productive, harder-working way to deploy a dollar than in true venture capital. USVC enables you to invest in venture capital in a broad, accessible, professionally-managed way, through a single basket of innovation, focused on high-growth startups, at all stages. It is how you bet on the future of tech: the smartest young people in the world, working insane hours, leveraged to the max, with code, hardware, capital, media, and community. Your dollar doesn’t work harder anywhere. There is an old line - in the future, either you are telling a computer what to do, or a computer is telling you what to do. You don’t want to be on the wrong side of that transaction. USVC lets you buy the future, but you buy it now. Then you wait, and if you are right, you get paid. Get access here: usvc.com

Venture capital has an access problem Most returns from investing in technology companies are in private markets But the average investor is mostly locked out from that wealth creation We built @usvc_ to fix this, anyone can now invest here: usvc.com

Announcing my new thing: I'm launching a new public venture fund USVC is built by AngelList with @naval shaping our investment strategy in the technology companies building our future And unlike traditional venture funds, everyone can invest along with just $500:

Join us this morning for another show 👇 We'll be discussing: - Market pump on extended cease fire - SpaceX's Cursor acquisition - Top tokens and equities for Q2 Set your reminders ⏰ x.com/i/spaces/1pKdR…

Oh wow

@WisemanCap what the....

GitLab integrates with AWS to route AI platform through Amazon Bedrock

Adobe approves $25 billion stock buyback program through 2030

$ALAB is up bc of the $AMZN / Anthropic deal. Recall last ALAB earnings ALAB granted Amazon the right to purchase up to 3.26 million shares with vesting tied to Amazon purchasing up to $6.5 billion in Astera's connectivity products. Here is the AMZN / Anthropic deal moving ALAB --- Amazon has agreed to invest up to $25B in Anthropic, on top of the $8B alredy spent. Anthropic said it’s committed to spend more than $100B on Amazon Web Services technologies over the next 10 years. via @CNBC

@Pharmdca UNH was done in the mid 200s, patience is the key!

Software catching bid again, climbing the wall of worry!

$META PT Raised to $908 at UBS

Built my own flow system and this is exactly what it was made for. $MSFT kept getting bought all day, the momentum stayed strong, and boom — the move ripped from 418 to 427 fast. This is day trading momentum flow. When the buying stays aggressive and price confirms, the move can happen quick. System going live soon.

BofA on $META - Expecting a beat, macro sensitivity & AI costs/benefits in focus Expecting 1Q beat; data suggests limited HC growth Reports 4/29. We est. 1Q Rev/EPS of $56.0bn/$7.44 vs Street $55.4bn/$6.64. Checks suggest 1Q ad spending broadly in line with advertiser expectations, with no material spending pullbacks on ME conflict, and we are not changing estimates. We think Street expecting 1Q revenue at upper end of the guide (~$56.5bn). Data suggests 1Q expense discipline, with job postings down 33% q/q and we expect another EPS beat. We see biggest near-term risk as macro uncertainty impacting 2Q revenue guide, or incrementally higher capex for 2026 given AI focus and infrastructure cost inflation.

$UNH •Earnings per share: $7.23 adjusted vs. $6.57 expected •Revenue: $111.72 billion vs. $109.57 billion expected

Tim Cook is a legend. I am very thankful for everything he has done and I am very thankful for Apple.

🇯🇵 In 2005, Japanese investment bank Mizuho Securities lost the equivalent of $285 million in just a few minutes due to one typo. The firm tried to sell 1 share for 610,000 yen but ended up selling 610,000 shares for 1 yen each. Mizuho was almost bankrupted.

Amazon invests up to $25 billion in Anthropic in expanded AI partnership

Tomorrow, @sama and @gdb will be on a podcast together for the first time ever. And they will give an exact date for the arrival of AGI. New models, the trial with @elonmusk, @AnthropicAI beef, Sam personal drama, the future of compute buys, @kyliebytes and I do it all. @corememory episode 67 hits on the Substack only. If you want the goods, it's time to sub up corememory.com The Core Memory pod is on all major platforms and brought to you by @brexHQ and @e1ventures because they have great taste.

$ARM flow was lighting up heavy today 📊 Multiple bullish sweeps and stacked premium hitting the tape around the 172.50–175 strikes. We followed the money into the 172.50c Entry: 3.75 Exit: 6.50 Strong move backed by real buyers, not noise. This is what happens when patience meets confirmation — let the flow come to you, then execute. Join the Discord if you want to see these setups in real time.