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David on why venture capital has become more competitive: "When I started my career, there were one or two technology companies in the largest 10 market cap companies. Now it's 8 of 10, and 7 of 8 are West Coast technology venture-backed companies. There's $5T of private market cap... show more

Patrick OShaughnessy

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149,363 次观看 • 8 个月前 •via X (Twitter)

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Some of the biggest names in tech are not on the stock market. Pitchbook released their 100 most valuable private companies list, and the ARK Venture Fund already holds 5 of the top 10. Holdings:

Some of the biggest names in tech are not on the stock market. Pitchbook released their 100 most valuable private companies list, and the ARK Venture Fund already holds 5 of the top 10. Holdings:

ARK Funds

29,873 次观看 • 9 天前

🙈🙊🙉 SEC TURNS A BLIND ON MARKET MANIPULATION IN SMALL CAP COMPANIES 🙉🙊🙈 U.S. Securities and Exchange Commission turned a blind eye on Market Manipulation in penny stock which gave the manipulators the go ahead to attack small companies. They got bold as the SEC wasn't watching they decided to move up the food chain to bigger companies. Now if you are under a 2 Billion market cap you are at risk of being attacked by Wall Street Parasites. IT'S MORE PROFITABLE TO BANKRUPT COMPANIES This is hurting innovation and the economy. It's out of control. Will they move up to Companies that are under 10 Billion❓️ When does it stop❓️ WHY WOULD ANY COMPANY GO PUBLIC UNDER THESE CONDITIONS ❓️❓️🤔

🙈🙊🙉 SEC TURNS A BLIND ON MARKET MANIPULATION IN SMALL CAP COMPANIES 🙉🙊🙈 U.S. Securities and Exchange Commission turned a blind eye on Market Manipulation in penny stock which gave the manipulators the go ahead to attack small companies. They got bold as the SEC wasn't watching they decided to move up the food chain to bigger companies. Now if you are under a 2 Billion market cap you are at risk of being attacked by Wall Street Parasites. IT'S MORE PROFITABLE TO BANKRUPT COMPANIES This is hurting innovation and the economy. It's out of control. Will they move up to Companies that are under 10 Billion❓️ When does it stop❓️ WHY WOULD ANY COMPANY GO PUBLIC UNDER THESE CONDITIONS ❓️❓️🤔

Stephanie

74,315 次观看 • 9 个月前

"I think there's tremendous alpha in the largest cap." Alex manages $17B and runs one of the best performing hedge funds over the last 3 years. "There's a huge structural underweight of the largest tech companies in the world. We also realized that a lot of our performance over the years was from some of the largest companies. There's a belief that there's no alpha in large cap, so the largest pools of capital are underweight this. They have a lot of small and mid managers that are stock pickers because it's intuitive that large cap can't have alpha. In tech, the leader usually grows bigger and wins and develops very high market share quickly, and there's great competitive advantages. So this is gonna lead to massive profit pools and massive market caps. Most endowments are betting against this because they're completely underweight this. I think there's tremendous alpha in the largest cap because a small cap, it just takes one person to figure out it's good and move it up. But it takes a hundred diversified PMs to realize Google's not a loser, it's a winner. And can we figure that out before 95% of those generalist PMs, and we've been able to do it."

"I think there's tremendous alpha in the largest cap." Alex manages $17B and runs one of the best performing hedge funds over the last 3 years. "There's a huge structural underweight of the largest tech companies in the world. We also realized that a lot of our performance over the years was from some of the largest companies. There's a belief that there's no alpha in large cap, so the largest pools of capital are underweight this. They have a lot of small and mid managers that are stock pickers because it's intuitive that large cap can't have alpha. In tech, the leader usually grows bigger and wins and develops very high market share quickly, and there's great competitive advantages. So this is gonna lead to massive profit pools and massive market caps. Most endowments are betting against this because they're completely underweight this. I think there's tremendous alpha in the largest cap because a small cap, it just takes one person to figure out it's good and move it up. But it takes a hundred diversified PMs to realize Google's not a loser, it's a winner. And can we figure that out before 95% of those generalist PMs, and we've been able to do it."

Patrick OShaughnessy

155,953 次观看 • 2 个月前

MARKET RECAP 📉 What a day, the S&P 500 wiped out around $1 TRILLION in market cap, closing down 1.5% 🔻 The 5 largest companies in the world accounted for around 50% of that market cap loss 😲 What the heck is going on?!? Let’s talk about it 🗣️

MARKET RECAP 📉 What a day, the S&P 500 wiped out around $1 TRILLION in market cap, closing down 1.5% 🔻 The 5 largest companies in the world accounted for around 50% of that market cap loss 😲 What the heck is going on?!? Let’s talk about it 🗣️

Peter Tuchman

99,842 次观看 • 1 个月前

XRP: Pricing the Internet of Value is unlike valuing a regular company. It's a network governments and companies use. What's the market cap of that? People just don't understand!

XRP: Pricing the Internet of Value is unlike valuing a regular company. It's a network governments and companies use. What's the market cap of that? People just don't understand!

Apex Crypto Insights (NFA)

45,314 次观看 • 8 个月前

$HOOD $JPM TOM LEE: IN 10 YEARS, THE LARGEST FINANCIAL COMPANY IN THE WORLD COULD BE WORTH $10 TRILLION 🤯 JONATHAN: "The largest financial company in the world right now is J.P. Morgan -- $900B market cap. In 10 years, how large is the largest financial company in the world?" TOM LEE (Thomas (Tom) Lee (not drummer) FundstratDirect.com): "Well, that's an important question. One thing to keep in mind is that because of crypto, more things are becoming money, which means financial services' share of the economy's going to be higher." "Another thing that's true is that in an AI world with agents and robots, that's going to make the financial services world bigger than the physical world." "So financial services market cap should be larger as a percentage of the total market." JONATHAN: "If I'm thinking about the size of Mag 7s in 10 years, I think it might be $10 trillion just to get into the club." TOM: "Correct. So one of these companies, it could be J.P. Morgan, it could be Robinhood, will be a Mag 7." JONATHAN: "And in a world in which Robinhood is a Mag 7 or something like a Mag 7 in 10 years, and $10 trillion is the entry price into that club, that's 100X from here for Robinhood." TOM: "Yeah, and presumably Robinhood won't be consuming a lot of capital. They could be buying back a lot of shares in that time. So actually it should do better than 100X because the number of shares could be lower."

$HOOD $JPM TOM LEE: IN 10 YEARS, THE LARGEST FINANCIAL COMPANY IN THE WORLD COULD BE WORTH $10 TRILLION 🤯 JONATHAN: "The largest financial company in the world right now is J.P. Morgan -- $900B market cap. In 10 years, how large is the largest financial company in the world?" TOM LEE (Thomas (Tom) Lee (not drummer) FundstratDirect.com): "Well, that's an important question. One thing to keep in mind is that because of crypto, more things are becoming money, which means financial services' share of the economy's going to be higher." "Another thing that's true is that in an AI world with agents and robots, that's going to make the financial services world bigger than the physical world." "So financial services market cap should be larger as a percentage of the total market." JONATHAN: "If I'm thinking about the size of Mag 7s in 10 years, I think it might be $10 trillion just to get into the club." TOM: "Correct. So one of these companies, it could be J.P. Morgan, it could be Robinhood, will be a Mag 7." JONATHAN: "And in a world in which Robinhood is a Mag 7 or something like a Mag 7 in 10 years, and $10 trillion is the entry price into that club, that's 100X from here for Robinhood." TOM: "Yeah, and presumably Robinhood won't be consuming a lot of capital. They could be buying back a lot of shares in that time. So actually it should do better than 100X because the number of shares could be lower."

Hood House

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Investor Bill Gurley: "If I were using cynical words, I'd say [venture capital] hijacked the growth years of early IPO companies." "Amazon went public below a billion in market cap. It's hard to fathom that today, with what we have going on here."

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$RBLX remains one of the most under-rated companies on the planet. $RBLX now accounts for 3.2% of the GLOBAL gaming market. On the current trajectory, it's set up to take 10% of the market and become a dominant social media platform.

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7 of the top 10 companies by market cap depend almost entirely on TSMC's ability to produce chips. Trillions in revenue. Concentrated in one specific cluster of fabs within a square mile in Taiwan. That's not a supply chain, that's a single point of failure.

7 of the top 10 companies by market cap depend almost entirely on TSMC's ability to produce chips. Trillions in revenue. Concentrated in one specific cluster of fabs within a square mile in Taiwan. That's not a supply chain, that's a single point of failure.

SemiAnalysis

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The S&P100 (OEF) has outperformed the S&P500 this year: 21% compared to 17%. Here's why: It tracks only the largest 100 profitable American companies that survived recessions, crashes, and technological shifts. Average market cap: $135 billion. When you buy an S&P 500 fund, 61% of your money already goes into these top 100 stocks anyway. The other 400 contribute minimal returns. The advantages: - Lower volatility during market chaos. - Better management teams and stronger balance sheets. - Many companies pay dividends with solid growth rates. The tradeoffs: - Higher fees (0.22% vs typical 0.03% for S&P 500 funds). - More concentrated positioning. - Limited growth potential compared to smaller companies. When it makes sense: Use as your core defensive position (40% of portfolio) when market concentration is high and you want quality over quantity. How to buy: Purchase OEF ticker through any brokerage. — This is just one of the ETFs I covered in my 22-minute video on building a simple portfolio that beats the S&P 500. I also covered S&P 500's dangerous concentration in 10 companies, which growth ETFs outperform during rate cuts, and why dividend ETFs exclude the best-performing stocks. Just comment "ETF" and I'll DM it into your inbox in the next few minutes.

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Nancy Pelosi Stock Tracker ♟

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Theo Jaffee

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“Indian market cap is only 4% of entire world’s market capitalisation. So, 96% of companies are outside India in value terms.” “For eg: Companies like Exxon Mobil will gain more due to increase in oil prices than ONGC or Oil India due to geographical advantage.” “Companies like Tesla, BYD, or companies which have patent for Mounjaro or Ozempic are not available in India.” “So for a balanced portfolio, India plus global is better.” - Rajeev Thakkar (CIO of PPFAS)

“Indian market cap is only 4% of entire world’s market capitalisation. So, 96% of companies are outside India in value terms.” “For eg: Companies like Exxon Mobil will gain more due to increase in oil prices than ONGC or Oil India due to geographical advantage.” “Companies like Tesla, BYD, or companies which have patent for Mounjaro or Ozempic are not available in India.” “So for a balanced portfolio, India plus global is better.” - Rajeev Thakkar (CIO of PPFAS)

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Zach Lahn Official Preview “Right now there’s three big companies that control 85% of the agriculture input market. When I was growing up in Iowa, there were over 300 companies. They’ve bought up and bought up and consolidated and sold it this way. Farmers have the illusion of choice. And one of those companies is called Syngenta, which is 100% owned by the state of China.” Zach Lahn

Shawn Ryan

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Marc LoPresti: "I sit on the advisory board of two Quantum Cybersecurity companies... AI and the threat of hacking using modern AI technology has made all of our systems—both public and private—more vulnerable than they have ever been." PASS THE SAVE AMERICA ACT!

Rapid Response 47

146,376 次观看 • 1 个月前

AI is scaling faster than anyone expected. In this conversation with a16z's David George and Jen Kha, they cover: - Why AI can capture larger markets than previous technologies - The unprecedented scale of the AI infrastructure buildout - The implications of companies staying private longer - The kinds of companies that will find durable value creation from AI and more. 00:00 Introduction 04:21 The market opportunity for AI 26:48 Pricing, monetization, and cash burn 43:15 Companies staying private longer 51:30 Portfolio composition and construction 57:18 Team culture and collaboration David George Jen Kha

AI is scaling faster than anyone expected. In this conversation with a16z's David George and Jen Kha, they cover: - Why AI can capture larger markets than previous technologies - The unprecedented scale of the AI infrastructure buildout - The implications of companies staying private longer - The kinds of companies that will find durable value creation from AI and more. 00:00 Introduction 04:21 The market opportunity for AI 26:48 Pricing, monetization, and cash burn 43:15 Companies staying private longer 51:30 Portfolio composition and construction 57:18 Team culture and collaboration David George Jen Kha

a16z

107,590 次观看 • 7 个月前

.delian on why fewer deals are getting done: "On a deal count basis, we're basically on a strict linear decline since the peak of 2021, in terms of total deals done by all VCs across the globe, north of $5 million." "By default, you basically have fewer logos that you can chase. So you're getting more aggregation into a much smaller set of logos... At the same time, you're seeing companies stay private for much longer. So the liquidity in the public markets is getting vacuumed up by an even smaller set of companies..." "If you added up SpaceX, OpenAI, Anthropic, and xAI, it was something on the order of 60% of the total dollars deployed by VCs in that year were scooped up by those companies." "[Peter Thiel] said his biggest error of his 2010s was the impression that there's not going to be that many $100B, let alone trillion-dollar companies. But it turns out each individual 10x is actually easier than the last one. Once you're a $100B company, it's much easier to go to $1T than it was to go from $10B to $100B. It's much easier to go from $10B to $100B, than it was to go from $1B to $10B..." "In some ways, that momentum begetting momentum is making it so these companies get bigger, faster, and they're scooping up capital faster, and so some of the venture firms are getting bigger, faster."

.delian on why fewer deals are getting done: "On a deal count basis, we're basically on a strict linear decline since the peak of 2021, in terms of total deals done by all VCs across the globe, north of $5 million." "By default, you basically have fewer logos that you can chase. So you're getting more aggregation into a much smaller set of logos... At the same time, you're seeing companies stay private for much longer. So the liquidity in the public markets is getting vacuumed up by an even smaller set of companies..." "If you added up SpaceX, OpenAI, Anthropic, and xAI, it was something on the order of 60% of the total dollars deployed by VCs in that year were scooped up by those companies." "[Peter Thiel] said his biggest error of his 2010s was the impression that there's not going to be that many $100B, let alone trillion-dollar companies. But it turns out each individual 10x is actually easier than the last one. Once you're a $100B company, it's much easier to go to $1T than it was to go from $10B to $100B. It's much easier to go from $10B to $100B, than it was to go from $1B to $10B..." "In some ways, that momentum begetting momentum is making it so these companies get bigger, faster, and they're scooping up capital faster, and so some of the venture firms are getting bigger, faster."

TBPN

416,541 次观看 • 7 个月前

Chris Camillo says investing in 170 private companies was the biggest mistake he ever made "The $20,000 that I initially invested has generated roughly $80 million of returns over the past 18 years" "I take the bulk of my money out every year and invest it in early stage companies… almost 170 of them, which was the biggest investment mistake I ever made" "My public portfolio generates north of 70% annualized returns… why would I take money out of that and put it into private companies generating 10 to 15%"

Chris Camillo says investing in 170 private companies was the biggest mistake he ever made "The $20,000 that I initially invested has generated roughly $80 million of returns over the past 18 years" "I take the bulk of my money out every year and invest it in early stage companies… almost 170 of them, which was the biggest investment mistake I ever made" "My public portfolio generates north of 70% annualized returns… why would I take money out of that and put it into private companies generating 10 to 15%"

Yonan

686,995 次观看 • 4 个月前