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The official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities.

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🤖 Tesla targets mass production for Optimus humanoid robot by 2026

Tesla plans to unveil its Optimus V3 prototype in Q1 2026 and is building production lines designed to scale up to 1 million humanoid units per year.

🖱 The V3 version is a production-intent prototype meant to resemble the final product, Musk says it should “feel more like a person in a robot suit” than a machine.
🖱 Tesla is installing its first dedicated Optimus manufacturing lines and expects to evolve the design through “rolling changes” during ramp-up rather than waiting for model freezes.
🖱 Musk highlighted the robot’s hands and forearms as the hardest components to perfect, describing dexterity as “more complex than the rest of the robot combined.”
🖱 Long term, Tesla envisions Optimus as a mass-market platform, projecting tens of millions of units across future generations and a new supply chain built from scratch.

Tesla isn’t just building robots, it’s betting its next trillion-dollar business will come from manufacturing artificial workers at automotive scale.


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💠 Takeda bets $11B on Chinese cancer drugs

Takeda has signed a massive licensing deal with Innovent Biologics, securing global rights (outside Greater China) to two late-stage oncology drugs and an option for a third, amove that could total $11.4 billion.

🖱 The first asset, IBI363, is a bispecific antibody targeting both PD-1 and a modified IL-2, showing promise in solid tumors unresponsive to standard immunotherapy.
🖱 The second, IBI343, is an antibody-drug conjugate (ADC) aimed at Claudin 18.2, with strong early data in gastrointestinal cancers.
🖱 The third, IBI3001, is another ADC (EGFR + B7H3) under Takeda’s option. Innovent receives $1.2B upfront, $100M in equity at a 20% premium, and milestone payments tied to Takeda’s development and commercial success.
🖱 The partnership highlights how pharma now relies on China’s maturing biotech ecosystem, fast trials, deep talent, and strong government support, to source cutting-edge therapies.
🖱 In H1 2025 alone, US pharma signed over $18B in licensing deals with Chinese biotechs, including Novartis–Argo and Pfizer–3SBio.

China is no longer just the world’s pharma factory, it’s becoming the R&D powerhouse shaping the next generation of global cancer drugs.


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🌍 IMF: Global economy enters 2026 on shaky ground

The IMF’s latest outlook paints a cautious picture for 2026, no major surprises, but clear warning signs.

🖱 Growth slowdown: Global expansion is losing momentum amid economic fragmentation, rising trade barriers, and protectionist policies.
🖱 Market risks: Overvalued tech stocks could threaten financial stability if corrections hit overleveraged investors.
🖱 Power balance: The ranking of the world’s largest economies is expected to remain unchanged from 2025, stability at the top, stagnation underneath.

The message is simple: the world isn’t heading for crisis, but for a long, uneven plateau.


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📉 Crunchbase: 2025 feels a lot like 2021’s market peak

Crunchbase data shows that the current funding climate mirrors the late-2021 boom, rich valuations, fast rounds, and growing signs of overheating.

🖱 Global venture investment reached $303B in the first three quarters of 2025, not far off 2021’s record pace, with AI and defense tech driving most of the capital.
🖱 Startups are again raising follow-on rounds within months and at higher valuations, echoing the frenzy of the pandemic-era bull run.
🖱 Public market exits remain shaky, several high-profile IPOs underperformed, hinting that private valuations may be detached from fundamentals.
🖱 Despite similar exuberance, investors today are more selective, demanding clear revenue traction and defensibility, especially in crowded AI sectors.

The funding party isn’t over, it’s just happening with tighter guest lists and higher expectations.


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🎵 OpenAI prepares to launch AI music generator, taking aim at Suno

OpenAI is developing a new system for generating music through AI, positioning itself to compete directly with Suno and other startups building tools for AI-composed songs.

🖱 The project marks OpenAI’s next big expansion beyond text and image generation, entering a new creative frontier: music and sound.
🖱 By leveraging its scale and existing infrastructure, OpenAI could integrate music generation directly into ChatGPT or its upcoming creator tools.
🖱 Suno, currently leading the AI-music space, may soon face an uphill battle as OpenAI’s entry could redefine user expectations and distribution power.
🖱 The music domain presents heavier IP and copyright risks than text or images, suggesting OpenAI will need new data partnerships or licensing models.

OpenAI isn’t just adding another feature, it’s moving to own the entire creative workflow: text, image, video, and now sound.


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Top 100 Most Promising Fintech Startups of 2025 According to CB Insights.

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🧠 Sam Altman backs non-invasive Neuralink rival — Merge Labs

OpenAI CEO Sam Altman is co-founding Merge Labs, a brain–computer interface startup aiming to rival Elon Musk’s Neuralink, but without brain surgery or implants.

🖱 Merge Labs is reportedly raising around $250 million at an $850 million valuation, with support expected from OpenAI’s venture arm.
🖱 The startup’s core tech uses ultrasound-based interfaces and gene therapy to let neurons respond to sound waves avoiding invasive brain implants.
🖱 Caltech bioengineer Mikhail Shapiro is joining as a key technical leader, known for pioneering research in acoustic neuro-modulation.
🖱 Altman has stated he “would definitely not sew something to [his] brain,” preferring a “read-only” interface that lets users think and receive AI responses.
🖱 The company aims to build a consumer-friendly BCI, potentially integrating directly with AI systems like ChatGPT.

Altman isn’t trying to cut into the brain, he’s trying to make AI part of how we think, turning mind-machine links into a mainstream, non-surgical reality.


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🔔 OpenAI completes major restructuring, Foundation gains control, Microsoft locks in rights

OpenAI has finalized its long-awaited reorganization, splitting into two entities: the OpenAI Foundation (nonprofit) and OpenAI Group PBC (for-profit public benefit corporation).

🖱 The OpenAI Foundation now holds the power to appoint the board of directors, preserving the company’s safety and public-benefit mission.
🖱 Microsoft’s stake in OpenAI Group is now 27%, valued at around $135 billion, cementing its deep integration with OpenAI technology.
🖱 Microsoft’s rights to OpenAI’s models and products are extended through 2032, including post-AGI models, but exclude OpenAI’s consumer devices, meaning no access to Altman and Ives’ secret hardware project.
🖱 Azure is no longer the exclusive compute provider, though OpenAI maintains a $250 billion contract for cloud capacity.

The move gives OpenAI tighter governance under the Foundation while keeping Microsoft locked in a balance between independence, oversight, and scale.


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🔥 Henry Ford, the man who turned failure into innovation

“Failure is simply the opportunity to begin again, this time more intelligently.” — Henry Ford

The founder of Ford Motor Company, Henry Ford grew up on a Michigan farm but was obsessed with machines from an early age. He revolutionized industry with the moving assembly line and made cars affordable for ordinary Americans through the Model T.

❗️ Interesting facts

🖱 Inventor at heart: Ford held over 160 patents, including for engine cooling systems, transmissions, and waste-to-fuel technology.
🖱 The birth of “Fordism”: His model of mass production + high wages let workers buy what they built, shaping 20th-century capitalism across the US and Europe.
🖱 $5 revolution: In 1914, Ford doubled wages to $5 a day, cutting turnover, boosting productivity, and reshaping labor economics.
🖱 Eco pioneer: In the 1940s, he developed a soy-based bioplastic car, 450 kg lighter than metal ones, decades ahead of the sustainable trend.
🖱 Profit with purpose: “A business that makes nothing but money is a poor business.” Ford believed in industry’s social mission, a philosophy that foreshadowed modern ethical capitalism.
🖱 Corporate utopia gone wrong: He even built Fordlândia in Brazil to grow rubber for tires. The project failed, but it remains a classic tale of visionary overreach.

Mindset is the engine. Whether in startups or industry, belief and iteration drive breakthroughs. Ford didn’t just build cars he built the idea that persistence fuels progress.


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⚠️ Microsoft prepares for OpenAI’s “AGI declaration” moment

Microsoft, which owns 27% of OpenAI, is helping set up an independent expert panel to decide when artificial general intelligence (AGI) has been achieved, a milestone that triggers major clauses in their $135B partnership.

🖱 Many of OpenAI’s contracts, including revenue sharing and exclusivity terms, are tied to this AGI declaration.
🖱 Until the panel confirms AGI, Microsoft’s revenue share continues but with extended payment timelines.
🖱 If Microsoft develops AGI using OpenAI’s IP before the official declaration, it must stay under strict compute limits, though these are far beyond today’s model sizes.

The challenge? No one yet knows how this panel will define or verify AGI, making it one of the most consequential and ambiguous tests in tech history.


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⚡️ Qualcomm takes aim at Nvidia with new AI data-center chips

Qualcomm is accelerating its push into the data-center market with two new AI chips, the AI200 and AI250 set to launch in 2026 and 2027, expanding beyond its smartphone roots.

🖱 The AI200 and AI250 are designed for AI inference workloads, offering greater memory and efficiency for running large models in real time.
🖱 Qualcomm will also sell complete rack systems built around the chips, marking a shift from chip supplier to full-stack infrastructure provider.
🖱 A 200-megawatt deployment deal with Saudi-backed startup Humain will roll out these systems starting in 2026.
🖱 Qualcomm shares rose 20% after the announcement, as investors bet on its long-term data-center ambitions.

With Nvidia’s dominance showing cracks amid rising demand and cost pressures, Qualcomm is positioning itself as a new player in the AI compute stack, one that could offer hyperscalers and sovereign AI projects a credible alternative.


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💼 NVIDIA invests $1B in Nokia to build AI-powered networks

NVIDIA is taking a 2.9% stake in Nokia through a $1 billion equity deal, marking a deep move into telecom infrastructure and AI networking.

🖱 The two companies will co-develop AI-native 5G and 6G networks, integrating NVIDIA’s accelerated computing platforms into Nokia’s wireless systems.
🖱 Nokia will deploy NVIDIA’s chips across its RAN and data-center products to improve network speed, efficiency, and edge AI capabilities.
🖱 Initial trials of the joint platform begin in 2026, with commercial rollouts expected soon after.
🖱 The investment strengthens Nokia’s pivot toward software and AI infrastructure, while expanding NVIDIA’s footprint beyond data centers into global connectivity.

By merging compute and network layers, NVIDIA is betting that the next era of AI won’t just run on networks, it will be built into them.


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Nvidia became the first company in the world with a market capitalization of 5 trillion dollars.

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📈 OpenAI prepares for landmark IPO, eyes $1 trillion valuation

OpenAI is laying the groundwork for a blockbuster initial public offering that could value the company at up to $1 trillion, according to sources cited by Reuters.

🖱 The company may file with regulators as early as the second half of 2026, with a goal of raising $60 billion or more.
🖱 Its recent restructuring gives the OpenAI Foundation oversight power over the for-profit entity while maintaining investor confidence.
🖱 OpenAI is on track to hit an annualized revenue run rate of $20 billion by year-end, though it still operates at a loss.
🖱 Microsoft, which owns about 27%, is expected to remain a key strategic partner after the listing.

If successful, the offering would be one of the largest in history, marking the moment AI companies move from private labs to the core of global capital markets.


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⚖️ Meta denies using adult films for AI training after lawsuit

Meta is pushing back against a lawsuit alleging it downloaded thousands of copyrighted adult videos to train its AI models, insisting the activity came from personal use by individuals, not company research.

🖱 The suit, filed by Strike 3 Holdings, claims over 2,300 videos were downloaded from IP addresses linked to Meta since 2018.
🖱 Meta says the downloads were sporadic about 22 titles per year and likely tied to employee misuse, not data collection for AI.
🖱 The company emphasized that its AI policies prohibit adult content and that no such data was used in model training.
🖱 Strike 3 is seeking over $350 million in damages, citing copyright infringement and potential misuse of its content for AI.

As legal scrutiny over AI data sourcing intensifies, Meta’s defense could set a precedent for how courts view the difference between corporate intent and individual activity inside major tech firms.


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📊 The Venture Capital Risk/Return Spectrum, how risk and reward evolve across different investment stages.

Early-stage investors (Seed, Series A) commit smaller amounts but take on higher risk, expecting outsized returns, sometimes 10–100x if a company succeeds.

🖱 As startups mature (Series B to D and beyond), investment size increases but risk drops, leading to more moderate returns, typically 3–5x.
🖱 By the time companies reach the public markets or bonds, they can absorb large sums safely, yet investors trade off high growth potential for stable, lower returns.

The earlier you invest, the higher the risk, but also the greater the possible reward.


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🎵 Udio disables downloads after copyright threats, partners with Universal Music

Udio has shut off downloads of AI-generated music following a surge of copyright complaints and warnings of billion-dollar penalties from major labels.

🖱 The startup has signed a new partnership with Universal Music Group to pivot toward generating licensed remixes of existing songs.
🖱 Users can no longer download tracks created on the platform.
🖱 As compensation, Udio has issued free credits to affected users.
🖱 The move follows increasing pressure on AI music tools accused of replicating copyrighted material without consent.

By aligning with UMG, Udio is signaling a shift from the free-for-all AI music scene toward a legally compliant, industry-backed model.


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🔔 Jensen Huang celebrates $5T milestone with Samsung and Hyundai chiefs in Seoul diner

Nothing fancy, just NVIDIA’s Jensen Huang marking a $5 trillion market cap at a local diner in Seoul, joined by the leaders of Samsung and Hyundai.

After the meal, Huang reportedly picked up the tab for every table in the restaurant. He then ordered extra fried chicken and shared it with fans waiting outside for photos.

A casual moment and a reminder that even trillion-dollar celebrations can happen over street food with friends.


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⚖️ ChatGPT banned from acting as a doctor or lawyer

OpenAI has updated its usage rules to forbid ChatGPT from providing professional consultations that require a license such as legal or medical advice unless a certified expert is directly involved.

🖱 The restriction applies to how ChatGPT is used, not to the model itself.
🖱 GPT-5 can still discuss medical or legal topics in general or educational terms.
🖱 The change targets misuse where AI could replace licensed professionals.
🖱 OpenAI clarified that the rule is meant to protect users, not limit open discussion.

By separating professional use from open consultation, OpenAI is drawing a clear boundary between AI assistance and licensed expertise.


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📊 Crypto Venture Weekly: October 27–31, 2025

$349M was raised across 26 projects this week, led by Bron Labs ($15M) and ZAR ($12.9M). Meanwhile, OceanPal allocated $120M to NEAR for its digital asset treasury. Gate Ventures, Redacted, ANT.FUN, and Lolli all executed strategic M&A deals, highlighting increasing consolidation across fintech and DePIN.

Here’s what the top 8 are building 👇

🖱 Bron Labs ($15M, GSR, LocalGlobe, Fasanara)
Self-custodial platform offering institutional-grade wallet security for everyday users.

🖱 ZAR ($12.9M, a16z, Coinbase, Dragonfly, VanEck)
Fintech bringing dollar-backed stablecoins to consumers in Pakistan and other emerging markets.

🖱 KapKap ($10M, Animoca, Shima, Mechanism, Big Brain)
AI-driven Web3 platform powering the attention economy and value distribution.

🖱 Standard Economics ($9M, Paradigm, Lightspeed)
Building Uno — a mobile app for cross-border payments, remittances, and USD stablecoins.

🖱 Intuition ($8.5M, Polygon, ConsenSys, CoinList, F-Prime)
Developing a composable trust layer for the internet and AI systems.

🖱 Capybobo ($8M, Pluto.Vision, Animoca, HashKey, Mirana)
Web3-native art toy IP bridging physical collectibles with digital identity.

🖱 Accountable ($7.5M, Pantera, OKX Ventures, Karpatkey)
Real-time financial verification platform enabling private proof of assets and liabilities.

🖱 DeepSafe ($3M, Spark Digital, Gate Ventures, ViaBTC)
AI network for trustless verification of both onchain and offchain communications.

Investor focus this week centered on self-custody, stablecoin access in emerging markets, and verifiable AI infrastructure — with early signals that DePIN and programmable finance may drive the next leg of onchain adoption.


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🖌 Ballpoint pen turns 80, the invention that rewrote everyday writing

The world’s most widely used writing tool just marked its 80th anniversary. Invented by Hungarian journalist László Bíró, the ballpoint pen transformed how people wrote replacing messy fountain pens with a simple, reliable mechanism still used today.

🖱 Bíró was frustrated by ink smudges and slow drying times, so with his brother György, he created a pen that used a tiny rolling ball to spread quick-drying ink evenly on paper.
🖱 The design, patented in 1938, proved invaluable during World War II when the British Air Force adopted it, fountain pens failed at high altitudes.
🖱 In 1945, the first commercial pens launched in the U.S. and U.K., selling for $12.50 each, a luxury item at the time.
🖱 Later, entrepreneur Marcel Bich licensed the design and mass-produced the plastic “Bic,” turning it into a cheap global staple.

Eight decades later, the pen’s core design remains almost unchanged a reminder that sometimes, the most enduring innovations are the simplest solutions to everyday problems.


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