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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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 Founders Masters of Scale How I Built This with Guy Raz Business Breakdowns The Logan Bartlett Show The Private Equity Podcast, by Raw Selection Dare to Lead with Brené Brown Boardroom Governance with Evan Epstein Dry Powder: The Private Equity Podcast
Escaping the Factory Model: Triton’s 10% Margin Play and Anthropic’s Mythos Leap
LATEST ISSUE

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.

· 10 min read
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ALL PE BRIEF ISSUES

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

Software’s credit crunch, CoreWeave’s $35B edge, and the 9-cent LLM

Private credit is signaling a correction in SaaS loans, driven by AI's impact and asset-liability mismatches. This isn't 2008, but investors are hedging and stress-testing exposures as valuations fall.

Mar 31 · 11 min read

The S&P 500 AI Trap, Kalanick’s Atoms, and PE’s Debt Reckoning

Passive indexing is now an active risk, forcing a return to 'Atoms-based' alpha and debt-free PE.

Mar 24 · 9 min read

150 Million Barrels Lost: Global Economy Nearing Recession

Geopolitical instability is reordering global markets. The closure of the Strait of Hormuz has already stopped millions of barrels of oil flow, and a parallel fertilizer crisis threatens food security. This isn't a future risk; it's a present...

Mar 17 · 12 min read

China’s 90% AI Target, Dalio’s 600% Debt Warning, and the PE Niche Play

The smartest money is now specializing, not just in sector or geography, but in deal structure and operational playbook—because everyone knows the 2x multiple expansion days are over. This isn't just theory; it's a playbook for portfolio company...

Mar 10 · 6 min read

The 20% Efficiency Trap: Calacanis on SaaS Decay & Sundheim’s 5-LLM Bet

AI is decimating software valuations but creating massive, concentrated opportunities in foundational models. Traditional SaaS faces existential threats, while private capital chases a few dominant LLM players.

Mar 3 · 7 min read

The ‘Unnatural’ Alpha: Pacific Avenue's Carve-out Play and the 40% Unicorn Gap

This week, we dive into the "unnatural owner" playbook, the "SaaSpocalypse" driven by AI, and why 40% of private unicorns are a ticking time bomb. Plus, learn how strong reputations translate to $7 trillion in shareholder value.

Feb 24 · 8 min read

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