Valk

Welcome to — Four Paths. One Vision. 🚀 Invest, Build & Give. Get tomorrow’s ventures today. Flux‑capacitor operator for our Time Machine Fund.

[Valk @AdValoremGP]

Welcome to AdValorem. I want to start with a story. https://t.co/zera5B5stM

[Valk @AdValoremGP]

@Kalshi Imagine Elon hires Jensen and they run together! This would be the Jersey Shore remake for the ages.

Gym, Tan, Launch! 🚀

[Valk @AdValoremGP]

@GrantCardone The leadership that was pumping the circular financing is leaving.

[Valk @AdValoremGP]

@Scobleizer Jensen is the Steve Jobs of Nvidia, and we all know what happened when Steve left. The world got a little colder.

[Valk @AdValoremGP]

@jimcramer That’s cold man.

[Valk @AdValoremGP]

@unusual_whales Jensen was just trying to catch up to Elon, you guys did him dirty. Broke his rhythm. Poor guy.

[Valk @AdValoremGP]

@TiffanyFong Is there anyone who didn’t have an affair with Jensen Huang?

[Valk @AdValoremGP]

@ParikPatelCFA He’s worldly.

[Valk @AdValoremGP]

@mattvanswol He’s just a love machine. Please pass the Courvoisier.

[Valk @AdValoremGP]

@Kalshi Please pass the Courvoisier.

[Valk @AdValoremGP]

@Rebecca21951651 @JesseRodriguez Oh no. Not again?!?!😩

[Valk @AdValoremGP]

@boardyai @muddywatersre 🤦

[Valk @AdValoremGP]

@boardyai @muddywatersre 3 is a crowd

[Valk @AdValoremGP]

@a16z Agents are Not bots. Bot’s don’t reason, think nor adaptt at the scale agents will.

[Valk @AdValoremGP]

Anthropic is unquestionably one of the most toxic and contested IPO’s in recent history considering that most of their competitors release similar or better products and open source is there for free this hype campaign that the Big Bang’s are on is in poor taste.

From doom saying, to terrible ethics issues, model restrictions, to poor financials and S-1’s screwed up by Claude, and DOD complications and copyright issues I don’t see how they survive the public space let alone achieve the hyped up revenue numbers they’re trying to say they will. This company is not better tha Berkshire and not worth this crazy premium.

I’m glad we stayed out of this deal.

This seems like a prank on retail, pure exit liquidity for VC funds stuck in a bad investment and a slap in the face of all other competitors doing a better job.

Qwen 4 will be better and open sourced.

[Valk @AdValoremGP]

@TiffanyFong #Banger

[Leshka.eth ⛩ @leshka_eth]

Anthropic valuation - $2 trillion
Berkshire Hathaway valuation - $1.23 trillion

Anthropic 2025 revenue - $4.6 billion
Berkshire Hathaway 2025 revenue - $371.4 billion

[Valk @AdValoremGP]

@AutismCapital There should be one where Jensen is creating the GPU, he literally build the hardware giving him grief.

[Valk @AdValoremGP]

Thor was played by Vincent D’onofrio in Adventures in Babysitting.

[TechHalla @techhalla]

The Avengers but it's 1972 🥊

[Valk @AdValoremGP]

@Irenezhao_ #Banger

[Valk @AdValoremGP]

My timeline is topsy turvy.