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Deal flow, fund performance, exits

Secondary markets, continuation vehicles, platform builds, and exit strategy. Intelligence for PE operators and allocators.

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Founders Masters of Scale How I Built This with Guy Raz Business Breakdowns The Logan Bartlett Show Boardroom Governance with Evan Epstein The Private Equity Podcast, by Raw Selection Dare to Lead with Brené Brown Dry Powder: The Private Equity Podcast Capital Allocators – Inside the Institutional Investment Industry Invest Like the Best with Patrick O'Shaughnessy Private Equity Funcast Acquired All-In with Chamath, Jason, Sacks & Friedberg Odd Lots The Prof G Pod with Scott Galloway
David Sacks Calls Anthropic's AI 'Frankenstein-Like
LATEST ISSUE

David Sacks Calls Anthropic's AI 'Frankenstein-Like

The AI alignment debate is moving from theory to reality, with implications for investment strategy, operational efficiency, and even societal structure.

· 13 min read
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PE Re-Rates Relationships for Alpha Beyond Engineering

PE now prioritizes relationships and attention over financial engineering for alpha, boosting human connections in deal sourcing and value creation.

Oct 6 · 13 min read

Mega-Funds Get Worse as They Get Bigger, Says Devin Mathews

Market signals: scaling PE funds for multiple expansion is over. Real alpha demands operational rigor. LPs chasing mega-funds accept mediocre returns.

Sep 29 · 12 min read

Sam Walton's Timeless Efficiency Trumps Easy Multiple Gains

Smart money demands measurable outcomes from AI and efficiency, making Sam Walton's timeless philosophy crucial for navigating our AI-driven future.

Sep 22 · 11 min read

Greg Brockman Warns on AI Exploits, but Investment Surges

AI's accelerating capabilities pose existential safety risks from emergent, deceptive behaviors, demanding immediate human oversight.

Sep 15 · 11 min read

41% Sepsis Drop Shows AI Delivers Operational Gains Now

PE's operational value creation now demands data-driven rigor, with AI delivering measurable gains and pushing firms to build data-centric businesses, moving beyond purely financial plays.

Sep 8 · 12 min read

Market Valued Growth, but Now It Rewards Cash Flow

The market is pushing operators and investors towards a stark realization: true value creation in today's environment is less about multiple expansion or market timing.

Sep 1 · 12 min read

PE Firms Build AI, but Public Backlash Blocks Data Centers

AI reshapes PE operations, shifting focus from future impacts to tangible challenges like infrastructure and internal adoption, prompting firms to seek cost-effective AI integration.

Aug 25 · 11 min read

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