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
The 'Miracle of SaaS' is Dead. What Now?
LATEST ISSUE

The 'Miracle of SaaS' is Dead. What Now?

The AI honeymoon is over. Smart money is scrutinizing the real costs of

· 12 min read
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ALL PE BRIEF ISSUES

Nikesh Arora Bets on AI Applications as Analytical SaaS Dies

The AI narrative is cracking as operators separate signal from noise, forcing a re-evaluation of where real value accrues.

Jun 16 · 12 min read

Private Markets Eat Public: SpaceX, Anthropic Defy IPOs

The private stock market is eating the public one, with liquidity and valuations defying traditional IPO logic.

Jun 9 · 12 min read

Apollo's 40% rule. AI’s capital demand and Toast’s 18x earnings.

Apollo's 40% rule reflects a broader strategic pivot in private equity, emphasizing early capital recoupment and operational efficiencies over relying on…

Jun 2 · 11 min read

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.

May 26 · 7 min read

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

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