Venture Global - FY2026 Q3 Earnings $VG $[PRICE] [+4.25%] ✅ Revenue: $4.8B (Est: $4.6B) [+43% YoY] ✅ EPS: $0.96 (Est: $0.50), GAAP diluted Additional Metrics: Income from Operations: $2.3B [+74% YoY] Operating Margin: 48% Net Income: $2.5B [+493% YoY] Consolidated Adjusted EBITDA: $2.6B [+69% YoY] LNG Cargos Exported: 124 [+24% YoY] LNG Volumes Sold: 465.8 TBtu [+25% YoY] Cash and Cash Equivalents: $3.4B 2026 Cargos Contracted: 99% of available, at $6.46/MMBtu FY2026 Guidance: ✅ Consolidated Adjusted EBITDA: $10.0-10.3B (Est: $9.3B) (Prior: $8.7-9.1B) Cargos Exported: 509-518 (Prior: 500-518)

Venture capitalists are fighting to invest in AI startup Emulate, driving its valuation into the billions — even though the company is only three months old and doesn’t yet have a website or product.

Venture firm Antler is sticking with its high-volume approach to investing despite the froth building around AI. The firm has investments in around 2,000 companies; partner Ronald Jan Schuurs explains why spreading its bets and getting in early is a defensive play

Venture works.... But, the default version doesn't. More people are thinking about this now that T-bills are >4%. 3x net DPI Fund over 10 years = 11.6% IRR* (* changes w/ cap calls & distribution timeline) Top quartile '17 vintage funds: 0.6x DPI... & ~16% net IRR. September deal flow digest... what I'm watching instead:

Venture Global $VG has signed a 20-year LNG supply agreement with ConocoPhillips. $COP will buy 1.0 million tonnes of LNG per year starting in 2030, implying roughly 20 million tonnes over the full contract term. Supply will come from Venture Global’s U.S. LNG portfolio.

Venture capital and private credit are converging as LP allocation priorities evolve. AI is creating a new catalyst for VC, while private credit is gaining relevance as longer holding periods create demand for alternative sources of capital and exit solutions. Read the full article:

venture investing heuristic: when the smartest ppl u know are polarized on an asset - some bullish others convinced it won't work - u simply stop overthinking and smash the buy button. the smart skeptics are not necessarily wrong, but they are precisely the reason why the asset is underpriced for asymmetric upside.