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Chronicles

The story behind the story

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Sources: David Sacks' Craft Ventures is targeting around $1B for a new fund, its first since Sacks stepped down as the White House's AI and crypto czar in March

The Information

Context & Ripple Effects

Craft Ventures’ planned fund follows David Sacksdeparture from the White House AI and crypto role, ending the special-government-employee period that had placed his investing activities alongside federal policy work. Related coverage also documented divestments of AI-company and hyperscaler holdings by Sacks and Craft during that period.

The new target therefore marks a return to fundraising for Craft after the policy assignment, rather than an expansion undertaken while Sacks still held the White House post.

First-order effects

  • Craft Ventures can present limited partners with a roughly $1 billion prospective vehicle now that Sacks is no longer serving as the White House’s AI and crypto czar.
  • Sacks’ public role shifts from federal AI and crypto policy adviser back toward Craft’s investment platform as the firm seeks commitments.

Second-order effects

  • The fundraising effort puts Craft back in competition with other venture firms for limited-partner allocations, particularly where investors want exposure to AI- and crypto-adjacent companies without the governance complications of an active government role.
  • The prior divestments create a clearer separation between Craft’s future fund activity and the holdings disclosed during Sacks’ White House tenure.

Third-order effects

  • The sequence points to a more formal boundary between policy service and venture fundraising: firms tied to senior advisers may need divestment and role separation before returning to capital formation.
  • If similar transitions recur, investors and policymakers will face greater scrutiny over how quickly former technology-policy officials resume fundraising in sectors they previously advised on.

The trend: Technology investors are increasingly moving between policy roles and private capital, making disclosure, divestment and post-service fundraising boundaries more consequential.

Discussion

  • @leomschwartz Leo Schwartz on x
    Scoop w/ @julia_hornstein: David Sacks' Craft Ventures is targeting a new ~$1 billion fund for its first raise since Sacks left his White House position earlier this year https://www.theinformation.com/ ... [image]