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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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Before he became one of the richest people on Earth, Jeff Bezos had to explain who he was and what Amazon did.

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🎞 Garry Tan on why success breaks people who play the wrong game

🖱 Garry Tan released a short video on how money, fame, and power quietly turn into traps. He points to cases like Sam Bankman-Fried as examples of scoreboards taking over decision making.

🖱 The idea is simple. If you do not change the rules early, the game changes you. Money becomes the metric. Clout replaces progress. Burnout follows.

Short and worth a watch if you want something to think about over the weekend.

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The only major tech billionaires who weren’t named in the Epstein files

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POV: VCs are rushing to secure a stake in Anthropic ahead of its IPO

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🔐 WD-40 keeps its formula locked behind extreme secrecy

🖱 The formula for WD-40 is guarded through a tightly controlled internal system. The current CEO was allowed to see it only after more than 30 years at the company.

🖱 WD-40 CEO Steve Brass gained access in 2024 together with the CFO. They viewed the handwritten formula during a bank visit after advance notice, multiple NDAs, and with a key held by the company’s chief lawyer. The document is stored in a Bank of America vault in San Diego.

🖱 Only one original copy exists. Most employees work with encoded versions and never see the real formula, including senior R&D staff.

For WD-40, secrecy itself remains part of the product’s long-term moat.

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🎮 Game stocks slide after Google shows Project Genie

🖱 Shares across the gaming industry fell after Google unveiled Project Genie, an AI system that generates interactive digital worlds from simple text prompts.

🖱 The announcement raised concerns about new competition and pressure on traditional game development workflows.

🖱 In Japan, stocks of Nintendo dropped within a 1.3–7% range. Capcom and Konami moved lower in the same session.

🖱 In Hong Kong, Chinese developers also declined. Tencent and NetEase fell by about 2–4%.

The move followed similar weakness earlier in US-listed gaming platform stocks.

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🏎 Williams F1 names Claude its official “Thinking Partner”

🖱 Williams Racing signed a multi-year partnership with Anthropic and Atlassian. Claude becomes the team’s official “Thinking Partner.”

🖱 Williams says it will use Claude as a decision support assistant for reasoning and analysis across the team.

🖱 Use cases include helping engineers interpret telemetry plus technical docs, supporting race scenario work plus post-race analysis, and speeding up internal knowledge workflows from R&D to management.

A notable detail: the focus is on explainable reasoning, with Claude expected to show how it reached an answer, not only the output.

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Venture Capital
⚠️$4B OpenAI stake surfaces as Musk lawsuit reopens Altman ouster Court filings in Elon Musk’s case against OpenAI revealed internal emails suggesting co-founder Ilya Sutskever held a vested equity stake worth roughly $4B as of late 2023, adding a new financial…
📧 Leaked email claims Sutskever pushed Altman’s 2023 firing over internal conflict

🖱 A newly surfaced email from Microsoft CTO Kevin Scott, written days after Sam Altman was fired in 2023, offers an alternative version of events.

🖱 In the message to Microsoft communications chief Frank Shaw, Scott suggests Ilya Sutskever drove the decision and that the reasons went beyond AI safety.

🖱 According to the email, tensions inside OpenAI had grown around compute allocation. The Applied side, including ChatGPT and the API, received priority because it generated revenue.

🖱 Research teams faced GPU shortages and blamed Applied. Altman tried to expand capacity, but Scott claims Sutskever presented the situation to the board differently.

🖱 The email also points to personal friction. Altman promoted Jakub Pachocki to lead core model research, after which progress accelerated.

🖱 Scott writes that Sutskever struggled with this shift, as a former subordinate began solving problems he had not. The email frames this dynamic as a key trigger behind the board move.

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🚀 SpaceX buys xAI to push AI computing into orbit

🖱 SpaceX acquired xAI in a share swap.
The combined company is valued at $1.25T. xAI owns X and develops AI systems.

🖱 Elon Musk says AI progress is limited by Earth-based data centers. They need large amounts of power and cooling. Global electricity supply cannot scale without social and environmental costs.

🖱 The proposed solution is orbital computing. Musk plans a constellation of up to 1M satellites acting as space-based data centers powered by solar energy. In 2025, SpaceX already put about 3,000 tons into orbit, mostly Starlink satellites, using Falcon rockets.

🖱 Starship is the next step. Musk describes launches every hour with payloads of about 200 tons, enabling millions of tons per year in orbit. This capacity is positioned as the backbone for larger satellites, space manufacturing, and future off-Earth operations.

The merger ties AI scale directly to launch capacity.

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🍎 Apple buys Q.ai for $2B

🖱 Apple acquired Israeli startup Q.ai for $2B. It is Apple’s second largest acquisition after Beats. All 100 employees will join Apple.

🖱 Q.ai develops AI that reads speech from facial movement. The team previously worked on core technologies behind Xbox Kinect and Face ID.

🖱 The deal brings in a full team with deep experience in vision-based interaction. That capability fits Apple’s long-term push into hardware where cameras and sensors play a central role.

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🥷 Forbes 30 Under 30 founder charged with fraud in Kalder case

🖱 US prosecutors charged Gokce Guven, founder of fintech startup Kalder and a Forbes 30 Under 30 alum, with investor fraud and visa fraud.

🖱 She allegedly misled investors and US authorities. Arrest took place in November 2025.

🖱 Kalder raised $7M in seed funding in 2024 at a $35M valuation and claimed strong brand adoption and growing revenue.

🖱 Prosecutors say some brand deals were only pilots or never existed. The company allegedly kept two sets of books, with inflated numbers shown to investors and even reflected on Forbes.

🖱 The same false data was reportedly used to obtain an O-1 visa, including recommendation letters Guven allegedly signed herself.

If convicted, she faces up to 20 years for investor fraud, plus additional sentences for visa fraud and identity misuse.

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Facebook launched this day in 2004.

Sales then: $382,000 in a year.

Sales now: $382,000 in 50 seconds.


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🧭 Y Combinator lists what it wants to fund in spring 2026

Y Combinator updated its Requests for Startups for the spring 2026 batch. The list highlights areas where YC actively wants new companies.

🖱 Cursor for Product Managers
AI tools that turn user interviews and product data into clear product decisions and feature plans.

🖱 AI-Native Hedge Funds
Funds built around AI agents that research filings, synthesize signals, and execute trades from the ground up.

🖱 AI-Native Agencies
Design, marketing, or legal agencies rebuilt as software-first businesses with scalable margins.

🖱 Stablecoin Financial Services
Payments, investing, and cross-border money movement built on stablecoins while regulation is still open.

🖱 AI for Government
Tools that help governments handle growing workloads with lower cost and faster execution.

🖱 Modern Metal Mills
Automation and energy optimization for outdated steel and metal manufacturing systems.

🖱 AI Guidance for Physical Work
Real-time AI assistance for workers using cameras and step-by-step instructions on the job.

🖱 Large Spatial Models
AI systems that can reason about 2D and 3D space and physical manipulation.

🖱 Infra for Government Fraud Hunters
Platforms that organize whistleblower data, messy documents, and complex corporate structures.

🖱 Make LLMs Easy to Train
Better tooling for large datasets and end-to-end LLM training workflows.

The list signals where YC expects new categories to emerge next.

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💪 GitLab co-founder turns cancer treatment into a founder-mode operation

Sid Sijbrandij became a billionaire after GitLab went public in fall 2021. A year later, in 2022, he was diagnosed with a spinal tumor. Surgery and chemotherapy led to remission. In 2024, the cancer returned and standard treatment paths were exhausted.

Sijbrandij stepped away from GitLab and switched to what Paul Graham calls founder mode. He built a dedicated team around his own treatment, including an external CEO, computational biology experts, and a scientific advisory board.

🖱 Built a personal medical knowledge base exceeding 1,000 pages
🖱 Tested experimental drugs, including therapies developed for other cancers
🖱 Solved bottlenecks in tissue sampling and cryopreservation
🖱 Supported biotech companies developing drugs relevant to his case

The work expanded treatment options from almost none to dozens. After therapy, the tumor shrank enough for surgery. Cancer is currently not detectable, and the team continues working to prevent relapse.

Startup execution, applied to staying alive.

Full article


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