Arcanum Ventures

ARCANUM is a venture capital #investment fund manager, advisory firm, and tech authority/educator.

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[Arcanum Ventures @ArcanumVentures]

2026 will reward people paying attention right now.

We laid out the tech predictions we’re tracking closely heading into next year.

Full piece:
https://t.co/zwBCIRpNJi

[Arcanum Ventures @ArcanumVentures]

https://t.co/NpwHc3t3ko

[Arcanum Ventures @ArcanumVentures]

The Rate Cut That Became a Hike | BOOM ROOM https://t.co/NGBwkqauT5

[Arcanum Ventures @ArcanumVentures]

The Fed raised rates for the first time in three years. Everyone was positioned for cuts.

Also this week: oil blew past $109 on a Saudi pipeline attack, Boston dumped Flock, and the Clarity Act died in the Senate.

The latest BOOM ROOM Weekly Roundup has arrived.

Watch it here:
https://t.co/pgzMJMk9Qi

[Arcanum Ventures @ArcanumVentures]

https://t.co/otPNKSRoVR

[Arcanum Ventures @ArcanumVentures]

Visa, Mastercard, and Ant are building an identity layer for AI agents that shop for you.

Visa also just connected its settlement data to on-chain lending, with stablecoin volume past a $20B run rate.

Crypto isn't replacing the giants. It's being absorbed by them.

Watch the Video
https://t.co/02l9dERgrO

[MELO (villain arc) @MELOWILD]

My wife asked me this week if we’re all going to die before 2030.

I told her probably not.

Meanwhile, my brain had already imagined me living in the Swiss Alps, hunting drones for spare parts and wearing silicon wafers around my neck like animal teeth.

https://t.co/9EsBCdAgi9

[Arcanum Ventures @ArcanumVentures]

An Anthropic researcher quit and accused the AI labs of gambling with our lives. He left two months before his equity vested to say it.

The same week, OpenAI asked the government to regulate AI.

Neither is actually slowing down.

Watch it here:
https://t.co/utlHCIevge

[Arcanum Ventures @ArcanumVentures]

A German startup just became the first private European company to put a rocket in orbit from European soil.

It landed the same week SpaceX and Blue Origin walked out of a Paris summit over Europe's push to depend less on American space.

New BOOM ROOM clip is up.

https://t.co/6MHUD9iDN3

[Arcanum Ventures @ArcanumVentures]

Trump promised every American adult $5,000 if Republicans win the midterms.

Apple unveiled a folding iPhone for $2,000.

AI formally cracked a 350-year-old math theorem and claimed a 90-year-old one.

And Iran captured a US spy drone.

New BOOM ROOM Weekly Roundup is here.

Watch for more:
https://t.co/ySxxnxczCZ

[MELO (villain arc) @MELOWILD]

In 1983, Stanislav Petrov ignored a Soviet computer warning that said American nuclear missiles were incoming.

He was right.

The machine was wrong.

Today, militaries are racing to remove exactly that kind of human delay.

New Gonzo Capital:

https://t.co/5kDIwOkCzC

[MELO (villain arc) @MELOWILD]

Gave my two cents on wild frontier AI labs in this @Benzinga article.

Check it out; it's an interesting read:

https://t.co/P8nrrNN7f3

[Arcanum Ventures @ArcanumVentures]

@OpenMatter_ Congrats!

[Arcanum Ventures @ArcanumVentures]

Nvidia just made $96 billion in one quarter, 75% margins.

OpenAI revealed a chip that reportedly beats Nvidia's Blackwell on performance per watt.

Last week @nvidia backstopped $105B for @OpenAI's data center. Now they want to replace each other.

https://t.co/rEcwvPJNcd

[Arcanum Ventures @ArcanumVentures]

The US Army is putting nuclear reactors on five military bases, Fort Bragg included, because it no longer trusts the grid in a crisis.

Same week, a startup broke ground on a machine meant to hold a tiny sun in New Mexico.

Watch the video: https://t.co/NAJo1UBqDF

[Arcanum Ventures @ArcanumVentures]

America Is Alienating Everyone, and Canada Is Next | BOOM ROOM Weekly Roundup https://t.co/xKAmvfTRcf

[Arcanum Ventures @ArcanumVentures]

The US just hit Canada with 50% tariffs, and trade talks completely collapsed. Canada is retaliating dollar for dollar, and Carney says the old relationship is over for good.

Here's the part nobody's saying out loud: Canada supplies 99% of America's natural gas imports and 60% of its crude.

New BOOM ROOM Weekly Roundup has arrived:

https://t.co/6Ke0tWePIV

[Arcanum Ventures @ArcanumVentures]

https://t.co/z5sFRoFt5t

[MELO (villain arc) @MELOWILD]

Tech: “Why doesn’t the public trust us?”

Also tech: STOP HIRING HUMANS. Here’s a seven-foot demon robot. Humans are now the meatspace layer. We need a data center next door.

My new Gonzo Capital essay on tech’s spectacular relatability problem:

https://t.co/8dK1jOxkRZ

[Arcanum Ventures @ArcanumVentures]

Nvidia agreed to guarantee up to $105 billion so OpenAI can lease a giant data center in Ohio. Nvidia is also the exclusive chip supplier, and could pull $600 billion from OpenAI by 2030.

So Nvidia is helping fund the building that then buys Nvidia chips.

Railroad of the digital age, or a reckoning?

Watch the video here:
https://t.co/du4WtaZ6yI

[Arcanum Ventures @ArcanumVentures]

https://t.co/uED5mg1Nz1