Big brain play incoming:
Someone's gonna raise a $100M-$1B fund to hoover up secondaries of elite private AI companies during the next downturn.
When angels and tourist funds panic-sell their positions, this fund will sweep in and absolutely print.
The setup is obvious - retail late to AI plays, VCs overextended, and when liquidity dries up, the real operators will be buying at massive discounts.
This is how generational returns get made. Not chasing hype at ATH, but buying quality when everyone else is scared.
The question isn't if this happens. It's who does it first.
Someone's gonna raise a $100M-$1B fund to hoover up secondaries of elite private AI companies during the next downturn.
When angels and tourist funds panic-sell their positions, this fund will sweep in and absolutely print.
The setup is obvious - retail late to AI plays, VCs overextended, and when liquidity dries up, the real operators will be buying at massive discounts.
This is how generational returns get made. Not chasing hype at ATH, but buying quality when everyone else is scared.
The question isn't if this happens. It's who does it first.