We are only sharing public information and fund investment details only in access logged (“audited”) backends to investors in the specific fund vehicle Or diff put we share just news. Doing this like that since several years. Microfunds have too many LPs. Can be a security leak
INVESTMENT
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AI Spending Not Overspending: Instagram Precedent
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Facebook acquired instagram for 1Bn$. When FB did that, people called it "overspending".
— Akshat Shrivastava (@Akshat_World) 11 avril 2026
1Bn$ looked like a crazy amount in 2012.
Now, Instagram last year brought 84Bn$ of revenues for Meta.
****
People will convince you that AI is overspending. Most Indian investors will… https://t.co/r2ebZz9IPuFacebook acquired instagram for 1Bn$. When FB did that, people called it "overspending". 1Bn$ looked like a crazy amount in 2012. Now, Instagram last year brought 84Bn$ of revenues for Meta. **** People will convince you that AI is overspending. Most Indian investors will
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AI is the New Economic Gravity, Not Just a Trend
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linkedin.com/posts/fabiomoio… AI isn’t a trend. It’s the new economic gravity.
→ View original post on X — @fabiomoioli, 2026-04-11 08:14 UTC
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India Listed Firms Growth Rates: Index Selection Strategy
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Roughly 32/500 (6.5%) listed firms in India grew at 15%+ CAGR in USD terms. Picking these 6.5% firms is hard. Incredibly hard. For S&P 500, this number is 9-12% For QQQ, this number is 18-20% Want to retire? You know the best Index to put your money. You don't need
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India’s AI Impact Startups: 100+ Innovators for Inclusive Growth
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From healthcare and agriculture to climate and governance, these innovators are turning AI into a force for inclusive growth and public good. The IndiaAI Mission, @GoI_MeitY in collaboration with Kalpa Impact presents India’s AI Impact Startups, a compendium of 100+ Startups
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Anthropic’s $30B Run Rate: Mythos, OpenClaw, and Market Dominance
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🚨BIG EPISODE BESTIES!
— The All-In Podcast (@theallinpod) 10 avril 2026
Sacks is back, Fifth Bestie Brad Gerstner fills in for @Friedberg
— Anthropic withholds Mythos: serious concern or another marketing stunt?
— OpenClaw vs everybody: Are frontier model makers trying to kill the open source agent platform?
–… pic.twitter.com/5RUASNYYGc🚨BIG EPISODE BESTIES! Sacks is back, Fifth Bestie Brad Gerstner fills in for @Friedberg — Anthropic withholds Mythos: serious concern or another marketing stunt? — OpenClaw vs everybody: Are frontier model makers trying to kill the open source agent platform? — Anthropic's $30B run rate: fastest ever, do they already have market dominance in AI code? — The AI vibe shift: OpenAI reels as Anthropic rips — Iran War: ceasefire and Israel's influence on US foreign policy (0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling (1:10:12) Iran War: Ceasefire, Israel's influence, market impact
→ View original post on X — @ceobillionaire, 2026-04-10 22:43 UTC
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Mythos Masters PR While OpenAI Eyes Claude Competition
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Regardless of whether Mythos lives up to the hype, they've mastered PR. OpenAI would have liked to see the attention Claude Mythos is getting for "spud," especially with the upcoming IPO.
→ View original post on X — @kimmonismus, 2026-04-10 21:39 UTC
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Nvidia preferred over OpenAI valuation comparison
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I'd rather buy Nvidia at $4T than OpenAI at $1T.
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Rork Founders Secure $15M Seed, Eyeing Unicorn Status
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Rork is the highest-conviction bet I've ever made.
— Matt Shumer (@mattshumer_) 10 avril 2026
They will be a unicorn in <12 months.
If you know @daniel_dhawan + @levan, you know why.
Huge congrats on their $15M seed round… they're just getting started. https://t.co/l2HCRtWJeVRork is the highest-conviction bet I've ever made. They will be a unicorn in <12 months. If you know @daniel_dhawan + @levan
, you know why. Huge congrats on their $15M seed round… they're just getting started. -
Rork Founders Secure $15M Seed, Eyeing Unicorn Status
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Rork is the highest-conviction bet I've ever made.
— Matt Shumer (@mattshumer_) 10 avril 2026
They will be a unicorn in <12 months.
If you know @daniel_dhawan + @levan, you know why.
Huge congrats on their $15M seed round… they're just getting started. https://t.co/l2HCRtWJeVRork is the highest-conviction bet I've ever made. They will be a unicorn in <12 months. If you know @daniel_dhawan + @levan
, you know why. Huge congrats on their $15M seed round… they're just getting started.