SetterVC
@SetterVC
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The leading platform for trading private shares | Home of The Setter30
Joined January 2024
The 30 most in-demand startup secondary shares in Q3 '25 (per Setter Capital) My biggest takeaways: - Anthropic dethrones SpaceX at #1, ending its 2.5 year reign at the top - OpenAI close behind in 3rd. I believe this is the highest its ever been? - Polymarket and the prediction
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The results are in 🚀 A couple of days ago on LinkedIn, I asked: If @SpaceX went public today, what would its market cap be at the end of its first day of trading? Nearly half believe Elon Musk's SpaceX would debut around $800B — a valuation that would instantly place it among
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The people have spoken. We asked: If OpenAI went public today, what would its valuation at market close be? 🔹 $500B — 28.6% 🔹 $1T — 0% 🔹 $1.5T — 42.9% 🔹 $2T+ — 28.6% The consensus? Most believe @OpenAI would debut at around $1.5 trillion, putting it ahead of $TSLA and
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An IPO of Elon Musk's SpaceX would be one of the most anticipated in history 🚀 If @SpaceX went public today, what would its market cap be at the end of its first trading day? #SpaceX #VC #VentureCapital #Unicorns #IPO #Investing #Secondaries @elonmusk
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If OpenAI (@OpenAI) went public today, what would be its closing valuation? #AI #ArtificialIntelligence #OpenAI #Tech #IPO #VC #VentureCapital
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⚠️ Just for fun — this is NOT investment advice. More breakdowns at 👉 https://t.co/oGIZtqg12j
#AI #Semiconductors #Tech #Investing
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So — who’s the better buy? Do you back the public giant (NVIDIA) or the private challengers (Groq, Cerebras) betting on new architectures? Vote 👇
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NVIDIA (NASDAQ: $NVDA) → the undisputed GPU king + backbone of AI training. • Market Cap: $2.8T (Sept 2025) • Rev (TTM): ~$110B • Core: GPUs (H100, B200), CUDA software, networking • ✅ Pros: unmatched scale, CUDA moat, insatiable GPU demand • ❌ Cons: valuation premium,
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Cerebras Systems (founded 2016) → maker of the largest AI chip ever (Wafer Scale Engine). • Valuation: $4–5B (2024 Series F) • 2025 Rev: ~$150–200M est. • ✅ Pros: unique wafer-scale tech, strong gov & pharma ties • ❌ Cons: niche positioning, long sales cycles, execution
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Groq (founded 2016 by ex-Google TPU engineer Jonathan Ross) → building a unique LPU (Language Processing Unit) for ultra-fast inference. • Valuation: $6.9B (2025 post-funding) • 2025 Rev: ~ $500M est. (Saudi contracts 👀) • ✅ Pros: low-latency inference, GroqCloud growth,
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🚨 Who’s the better buy in the AI hardware arms race? Public titan vs private challengers: • Groq (@GroqInc) • Cerebras Systems (@CerebrasSystems) • NVIDIA (@nvidia; $NVDA) Let’s break it down 👇 #AI #Semiconductors #Tech #Investing
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VC Platform Wars: Most Active Companies. SecondaryLink dives into the venture capital secondary market, leveraging revealing data released from @SetterVC , @CaplightData , @Hiive_HQ , @Forge_Global , @P_M_Insights , @noticedotco , @ZanbatoGrp , and @AugmentMarkets . Read on
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Defense & aerospace are heating up—from cutting-edge private disruptors to long-standing public giants. Did we get it right? What did we miss? Drop your take 👇 Disclaimer: For fun only. Not investment advice.
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👉 So who’s the better buy right now? SpaceX Anduril Lockheed Martin: $LMT Boeing: $BA Vote below ⬇️ #DefenseTech #Aerospace #Investing #PrivateMarkets #Secondaries
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Lockheed Martin (@LockheedMartin) - NYSE: $LMT • Market Cap: ~$110B (Sept 2025) • TTM Revenue: ~$70B • Core programs: F-35 jets, missiles, space systems Pros: Huge backlog, stable govt contracts, strong dividends Cons: Slower innovation, reliant on budgets
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Anduril (@anduriltech) - Private • Valuation: ~$30.5B (2025 Series G) • Products: Lattice OS, Ghost drones, Roadrunner interceptors, autonomous towers • Growth: Major U.S./U.K. defense contracts + new “Arsenal-1” facility Pros: Broad platform, rapid growth, strong pipeline
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