PE Brief

Deal flow, fund performance, exits

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

16+PODCASTS 16+ hoursAUDIO WEEKLY 9 minREAD TIME
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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
Building the Beast: AI’s Hard Infrastructure Pivot + China’s Trade Gambit
LATEST ISSUE

Building the Beast: AI’s Hard Infrastructure Pivot + China’s Trade Gambit

AI moves from software to a high-stakes infrastructure game. Anthropic hits profitability, China leverages rare earths, and the energy bottleneck tightens.

· 7 min read
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ALL PE BRIEF ISSUES

The SaaSpocalypse: Why Enterprise Software Valuations Are Shifting

China's geopolitical shifts and military purges are reshaping global supply chains, while the enterprise software market faces a

May 19 · 11 min read

$44B ARR in 4 Months. Opendoor’s Velocity Play. AI Monopolies.

Opendoor’s strategy to prioritize transaction velocity over static asset holdings signals a disruptive shift for B2B SaaS, real estate, and financial services. This week, we examine how AI is forcing operators to optimize for speed of capital...

May 12 · 11 min read

The IRR mirage. Garden City’s low-debt bet and OpenAI’s power wall.

Private equity is ditching quick IRR wins for long-term value. Firms now prioritize operational transformations, low-debt, and founder alignment.

May 5 · 13 min read

The insulation hedge. QXO’s $17B bet and the SaaS debt bomb.

As PE operating partners hit 21%, AI capabilities double every four months. This rapid pace reshuffles playbooks, forcing a re-evaluation of software, hardware, and corporate governance.

Apr 28 · 12 min read

Hormuz hits the floor. Boardroom Salon and Givaudan’s royalty math.

Boardroom Salon’s 36% churn reduction and Givaudan’s 'royalty' margins show why operational grit is the only hedge against a volatile global oil supply floor.

Apr 21 · 10 min read

Escaping the Factory Model: Triton’s 10% Margin Play and Anthropic’s Mythos Leap

Forget the fear-driven headlines. Seasoned investors and operators reveal how AI is expanding total addressable markets and creating new opportunities.

Apr 14 · 10 min read

40% Of The Internet Is AI: Why AI Readiness is the New Cyber Diligence

Why synthetic content is repricing niche data and 'AI readiness' is the new cyber diligence.

Apr 7 · 10 min read

Cult of Brands scans 60+ podcasts — marketing, consumer, cmo insights

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