马斯克背后的“神秘大金主”：四人小团队、十年28%年化收益！

Core Insights - Vy Capital is a key financial backer of Elon Musk's ventures, including SpaceX and xAI, with an impressive annualized return of approximately 28% since its inception in 2014 [1][4] - The firm has decided to stop raising external funds and will focus on managing and investing its own capital, indicating it has accumulated sufficient returns to operate independently [1][2] Group 1: Relationship with Musk's Empire - Vy Capital has a deep strategic partnership with Musk, being a major investor in SpaceX and xAI, entering SpaceX when its valuation was only $15 billion and now targeting a valuation of $400 billion [2] - The firm also supports Neuralink and BoringCo, with Neuralink's valuation nearly doubling to $9 billion over the past two years [2] - Vy Capital was a significant backer in Musk's $44 billion acquisition of Twitter (now X), committing $700 million to the deal [2][3] Group 2: Elite Team and Performance - The success of Vy Capital is attributed to its small but highly skilled team of four investment professionals and around 20 total employees, managing approximately $15 billion in assets [4] - The firm is led by Alexander Tamas and John Hering, with Tamas having a background at Goldman Sachs and DST Global, and Hering being a successful entrepreneur [4] - Vy Capital has achieved an annualized return of about 28% over the past decade, showcasing its effective investment strategy [4] Group 3: Diverse Investment Portfolio - Vy Capital's investments extend beyond Musk's companies, including stakes in Reddit, Zomato, and Upgrade, demonstrating a diversified investment strategy [5] - In the AI sector, the firm has invested in Cerebras, which is considering going public this year, and has early support in Coalition, a company co-founded by Hering [6]