This thread might not be actionable, which I understand.
I am a 38yo tech worker, currently spending $60k a year with a $6.6M net worth invested in a very standard 80/20 3-fund portfolio.
A couple years ago I joined a prominent AI company, which is currently private, and was awarded equity that is currently valued at about $70M after a significant appreciation. I vested $25M of it, which would stay with me even if I were to quit the company (this is equity, not stock options).
The company has, so far, been very generous to employees and has extended ~yearly secondary transactions to people who qualified. I missed the last transaction by just a few months. Had I been eligible, I would have been able to liquidate the full $25M position. The company does not allow any other forms of private sale, including future contracts (this is very common for private companies, as they are very careful about polluting their cap table).
If history repeats itself, I expect a new liquidity opportunity to happen in 6-12 months. However, I understand how all this seems completely irrational, and so I estimate a very high probability, let’s call it 90%, that something will happen before then to this bubble.
My question is: is there anything you would do to hedge this situation, or is the answer simply to ignore it and let fate unfold?
I am an immigrant who came to this country with exactly $0 in my name, so it’s hard to not focus on the potential at hand here.
I am a 38yo tech worker, currently spending $60k a year with a $6.6M net worth invested in a very standard 80/20 3-fund portfolio.
A couple years ago I joined a prominent AI company, which is currently private, and was awarded equity that is currently valued at about $70M after a significant appreciation. I vested $25M of it, which would stay with me even if I were to quit the company (this is equity, not stock options).
The company has, so far, been very generous to employees and has extended ~yearly secondary transactions to people who qualified. I missed the last transaction by just a few months. Had I been eligible, I would have been able to liquidate the full $25M position. The company does not allow any other forms of private sale, including future contracts (this is very common for private companies, as they are very careful about polluting their cap table).
If history repeats itself, I expect a new liquidity opportunity to happen in 6-12 months. However, I understand how all this seems completely irrational, and so I estimate a very high probability, let’s call it 90%, that something will happen before then to this bubble.
My question is: is there anything you would do to hedge this situation, or is the answer simply to ignore it and let fate unfold?
I am an immigrant who came to this country with exactly $0 in my name, so it’s hard to not focus on the potential at hand here.
Statistics: Posted by deanmoriarty — Sat Sep 20, 2025 1:36 pm — Replies 0 — Views 33