Venture Capital
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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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πŸ’° A $5k angel helped pull $700k into a seed round

πŸ–± In 2020, Freshpaint was raising its seed round when COVID hit. The company still closed $1.6M. One investor came in with a $5,000 check.

πŸ–± That angel introduced other angels. Those angels brought in more investors and funds. The chain that started with the $5k check delivered $700,000, about 43% of the round.

πŸ–± Freshpaint builds software that helps companies collect and analyze customer data, with an early focus on healthcare. Since then, it has raised two more rounds in 2022 and 2024, reaching $42M total.

Small checks can open big doors.

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❕ The AI trade is bigger than $NVDA

Everyone keeps framing AI as a single stock story. But the actual spend moves through a long supply chain.

Big Tech capex flows in stages. It does not go straight to GPUs.

πŸ–± Tools and equipment first
ASML
Lam Research
Applied Materials

πŸ–± Then the fabs that make the silicon
TSMC
Intel
GlobalFoundries

πŸ–± Then the real choke points
Broadcom
Marvell
Credo Technology
Amphenol
Coherent
Lumentum

πŸ–± Servers ship at the end
Super Micro Computer
Hewlett-Packard Enterprise
Dell

Many of these stocks trade as if AI spending slows soon. Capex plans across Big Tech point the other way.

The middle of the chain looks underwatched.

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The books you need to succeed

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βœ–οΈ Key engineers leave xAI as 2 co-founders walk out to launch a new startup

πŸ–± More than 10 well-known engineers and researchers have left xAI in the past 24 hours. Among them are two co-founders, Jimmy Ba and Yuhuai Wu.

πŸ–± In total, 6 of the company’s 12 co-founders have now exited within a few years of its launch. The latest group appears to be moving together. They hint at building something new and are already hiring, though no official details have been shared.

πŸ–± The departures are unfolding as xAI is being absorbed by SpaceX and faces investigations linked to Grok’s erotic content generation.

A young AI lab is losing half its founding bench while a new one forms next door.

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πŸ“ˆ Alphabet’s 2026 capex comes in above expectations

Alphabet plans capital spending in 2026 that exceeds market forecasts. The biggest cost driver is data center buildout for AI workloads across Google.

This is part of a wider push. Mark Zuckerberg has said Meta will allocate $125B to capex this year.

AI is pulling hyperscalers into a new spending cycle.

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Venture Capital
πŸ₯· Forbes 30 Under 30 founder charged with fraud in Kalder case πŸ–± US prosecutors charged Gokce Guven, founder of fintech startup Kalder and a Forbes 30 Under 30 alum, with investor fraud and visa fraud. πŸ–± She allegedly misled investors and US authorities.…
πŸ₯· Forbes 30 Under 30 to Prison pipeline is undefeated.

Made the list in 2018 and now arrested for fraud.

If someone makes the list you should trust them...to commit a crime

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β€œYou can't make a good deal with a bad person.”

β€” Warren Buffett


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πŸš€ Musk lays out a 12–36 month roadmap across xAI, X and SpaceX

In the latest all-hands shared by xAI, X and SpaceX, Elon Musk outlined an aggressive plan.

Within 12–18 months, the goal is to reach β€œsingularity” in code and model self-improvement. Over 12–36 months, the focus shifts to building digital humans and launching agent-driven digital businesses. X is expected to grow from 1B users to 4B, with its own chat system and payments layer.

In parallel, SpaceX plans more rockets, space-based data centers, a lunar city, later a Mars city, and even a lunar electromagnetic mass driver.

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Ⓜ️ Bill Ackman just revealed a position in $META.

Not because it’s β€œcheap.”
Because the business is compounding.

Meta isn’t just a social media company anymore:

πŸ–± 3B+ users = unmatched ad scale
πŸ–± AI is lifting engagement and ad ROI
πŸ–± First-party data = pricing power
πŸ–± Cost discipline post β€œYear of Efficiency”
πŸ–± Heavy AI spend now β†’ earnings leverage later

This is one of the clearest AI monetisation stories in big tech.

Ackman isn’t buying hype.
He’s buying the cash flow engine behind it.

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⚠️ Anthropic safety researcher resigns, says β€œthe world is in danger” from fast AI progress

πŸ–± A senior AI safety researcher at Anthropic, Mrinank Sharma, stepped down, warning that rapid AI development puts the world at risk. He said safety teams face ongoing pressure to sideline core concerns, including bioterrorism and other catastrophic scenarios.

πŸ–± Anthropic was founded to build safer AI systems, yet even its CEO Dario Amodei has publicly cautioned that progress may be moving too quickly and called for slowing deployment.

πŸ–± Similar tensions have surfaced elsewhere. Senior safety researchers, including members of the former Superalignment team at OpenAI, have left, arguing that commercial priorities are overtaking efforts to reduce risks from systems that could surpass human intelligence.

πŸ–± Former OpenAI researcher Zoe Hitzig resigned after ads were introduced in ChatGPT. She warned that advertising inside highly personal conversations could enable subtle manipulation, especially as users share sensitive details about health, finances, and relationships.

Safety debates are no longer internal. They are playing out in public as AI systems scale.

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John McAfee revealed the identity of the man of who created Bitcoin.

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The best 7-word investing philosophy

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