SBF's Venture Capital Abilities Reassessed: If Not Imprisoned, Investment Returns Could Have Reached Hundreds of Billions of Dollars

According to Forbes, SBF's early investment portfolio is being re-evaluated by the market. Some argue that if he had not been imprisoned following the FTX collapse, his venture capital布局 could have theoretically generated wealth increments of up to approximately $100 billion.

Before the FTX crash, SBF had built an investment portfolio covering several star companies, including Anthropic, SpaceX, Robinhood, and AI coding tool Cursor, which is considered remarkably forward-looking.

Industry insiders point out that he had already bet on key tracks before the AI wave erupted, including:

Cursor recently partnered with SpaceX, with its valuation potentially reaching $60 billion

Anthropic's valuation is now close to $90 billion

Rory O’Driscoll, a partner at Scale Venture Partners, stated that SBF had invested in several core AI companies before ChatGPT, "demonstrating a rare investment sensitivity."

However, this "narrative of investment talent" was ultimately completely overturned by the FTX collapse. SBF is currently serving a 25-year sentence for embezzling over $8 billion in customer funds.

At his peak, his personal wealth reached approximately $24 billion, earning him a spot on the Forbes 400 list. Now, his venture capital ability is intertwined with his history of financial crime, making it one of the most controversial cases in crypto history.