The Fundrise Innovation Fund — With Anthropic and OpenAI Concentration
Several years ago I decided to buy into the Fundrise Innovation fund, and I never stopped buying. The returns were great, so I said f*ck REITs, let’s go all in on tech, which is what I tend to always go bullish on.
[Now I’m wondering, what will I invest in because REITs just don’t do it for me like tech does, but they still have private credit.]
Well, it did work. Right now the numbers are inflated. It looks like it had a high around $380 on March 25, and we are now sitting at $177. It will likely continue to scale down, but there are also likely going to be some profits. As I wrote this article, I realize apparently it went even higher at $575.

Follow your intuition.
Everyone always says to get into real estate. I agree, the game seems to be won there a lot of the time, but I’ve also worked in tech for the last decade, and it seems to be the key to many things and another avenue to scale your wealth.
Fundrise Innovation Fund holds OpenAI, Anthropic, SpaceX, Databricks.

Companies that are literally building the next version of civilization. Not companies that own apartment buildings. Companies that own the future.
Real estate is a great wealth builder. I’m not knocking it. But when you work in tech you are closer to things, and you experience the shifts firsthand. You understand what’s being built before it shows up on the news.
That intuition is worth something.
VCX going public was the validation.
What was a private fund for everyday investors suddenly became accessible to everyone on the NYSE.
The price spiked to $575 the first week. Speculators piled in. Then it corrected hard. That’s what happens when Wall Street discovers something retail investors already knew about.
I bought at $19, and I never knew they were planning to go public with this fund. I simply appreciated the holdings and the return. The holdings were heavily tech-focused with AI concentration at the top.
So what did I do? I paid attention to where technology was actually heading and bet on the people building it before the crowd showed up.
That’s the only edge a regular person has in this market.
You cannot out-analyze Goldman Sachs. You cannot out-trade hedge funds. But you can out-patient them. And sometimes you can out-see them because you live closer to the technology than they do.
The lesson isn’t buy VCX. The lesson is trust what you know. Invest in what you understand. Get in before it’s obvious.
The next one is already out there. Most people just aren’t paying attention yet.
One thing I was reminded of today is that AI is booming, but without energy, it’s kind of meaningless. Be sure when you make your investments, you are also considering the infrastructure required to deploy it.
Note: Most would not see the $19 price if they didn’t buy in early.
Not financial advice. Just my experience. ALWAYS do your own research and refute AI.