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
Greg Brockman Warns on AI Exploits, but Investment Surges
LATEST ISSUE

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.

· 11 min read
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ALL PE BRIEF ISSUES

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

84% of PE’s Recent Run-Up Was Mega-Deals, and It’s Gone

PE market splits: mega-deals and top-tier assets thrive, masking middle-market stagnation where 2021 valuation multiples remain high despite broader slowdown.

Aug 18 · 11 min read

16% of LP Liquidity Comes from Continuation Vehicles

Top-quartile GPs use CVs for liquidity and are upgrading how they track value creation. This drives 16% of LP liquidity.

Aug 11 · 11 min read

5 to 10 Percent Margin Beat Is a Win for Adam Crandall

Adam Crandall on why private equity now rewards profitable growth, not just revenue, and how Addtronics quadrupled revenue with strategic market specialization.

Aug 4 · 15 min read

China Floods AI Market with 99 Percent Lower Cost Models

China is disrupting the global AI market by flooding it with powerful, low-cost open-source models.

Jul 28 · 12 min read

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