First: Ilya in particular will be able to raise easily regardless of general market conditions because of his experience and track record.
Second:
> allow me to assist in your understanding of the bigger picture: large funds use VCs as money mules to increase Nvidia GPU sales through investments in AI startups and this is not sustainable.
You have to be trolling (or I'm misunderstanding?) if you're arguing that a large proportion of VC investments are at the direction of LPs who are long NVIDIA, for the sole purpose of furthering that long.
> if large funds are unloading their shares, if executives are cashing out their stock options, who is left to buy the bags?
Literally the buyers purchasing the shares that the large funds and executives are selling.
This kind of wild speculation is not encouraged over here, and most people don't want garbage in the comments that they have to sift through, so "just ignore it" is not a valid defense. See the comment section of the guidelines: https://news.ycombinator.com/newsguidelines.html
> Literally the same people are left with the bag after each bubble
People who buy stocks based on hype, feed bull runs, and proceed to hold and try to time the market, "coincidentally" are usually left holding their bags. That in no way implies any kind of rigging beyond the basic dynamics of the stock market.
Second:
> allow me to assist in your understanding of the bigger picture: large funds use VCs as money mules to increase Nvidia GPU sales through investments in AI startups and this is not sustainable.
You have to be trolling (or I'm misunderstanding?) if you're arguing that a large proportion of VC investments are at the direction of LPs who are long NVIDIA, for the sole purpose of furthering that long.
> if large funds are unloading their shares, if executives are cashing out their stock options, who is left to buy the bags?
Literally the buyers purchasing the shares that the large funds and executives are selling.