Venture Capital

🕯 Micron could be one of the biggest winners of the AI memory boom For years, memory was one of the worst businesses in tech. AI is changing that. Modern AI servers require 8-10x more DRAM than traditional servers, while HBM memory has become essential for advanced AI chips. Producing HBM uses roughly 3x more wafer capacity , tightening supply across the entire market. ⠀ That shortage is pushing…

On this day in 1967: first ATM unveiled. ✔️ @venture

📉 $NFLX has crashed to 52-week lows. Meanwhile: 🖱 325M subscribers in 2025 → ~350M expected in 2026 - 🖱 Advertising revenue is scaling rapidly 🖱 Management just authorized an additional $25B share buyback The market is acting like Netflix is broken. ✔️ @venture

🤖 US Limits Access to GPT-5.6 The Trump administration requires OpenAI to release GPT-5.6 gradually, offering it only to select corporate clients chosen by the government. OpenAI ’s staged rollout marks a shift from earlier open releases, reflecting increased government control over advanced AI models. Anthropic must suspend access to its Mythos 5 and Fable 5 models for foreign nationals, includi…

❕ Morgan Stanley and Others Limit Withdrawals Amid Rising Redemptions Morgan Stanley is restricting withdrawals from its $7 billion North Haven Private Income Fund after 11.6% of investors sought redemptions this quarter, up slightly from before. The bank is fulfilling only about 43% of requests. Apollo paused withdrawals from a large private credit fund after redemption requests hit $2.4 billion…

🍏 Apple raises prices as the AI memory shortage gets worse Apple has increased prices across 8 major products after surging memory chip costs, a problem CEO Tim Cook recently described as a " hundred-year flood ." The MacBook Air now starts at $1,299 ( +$200 ), the MacBook Pro at $1,999 ( +$300 ), while several iPads, iMacs, and Mac Studio models also received price increases of up to $1,300 . ⠀…

It’s going to be a loooong year for SpaceX ✔️ @venture

🍔 Wendy's becomes the latest WallStreetBets favorite Wendy's ( $WEN ) surged 42% in a single session, its biggest one-day gain since the rebound from the 2020 market crash. The rally started after the company appointed Steven Cirulis , a former Potbelly executive, as CFO. But the scale of the move had more to do with market positioning than management changes. ⠀ Just one day earlier, Wendy's had…

The riskiest time to invest is when the market looks safest. The safest time to invest is when the market looks riskiest. ✔️ @venture

🔽 SpaceX loses most of its IPO gains within days SpaceX shares jumped from the IPO price to a peak of around $225 , briefly pushing the company's valuation close to $3 trillion . Within days, the stock fell to $150 before recovering to roughly $162 . At its peak, SpaceX briefly reached a valuation of nearly $3 trillion , putting it above both Microsoft and Amazon despite being a much smaller busi…

Examples of companies who have successfully utilized the "7 Powers" framework ✔️ @venture

🔍 Alphabet shares drop 6% on departures Alphabet's stock dropped 6% after DeepMind's Noam Shazeer and John Jumper left for OpenAI and Anthropic, cutting about $250 billion in value. DeepMind is Alphabet's AI unit, and losing top talent raises retention. ✔️ @venture