Blackstone

“And then he actually went on to co-found this company, Invitation Homes, which was the largest owner and operator of single family homes in the US, which sounds on the face of it like a real estate company. But really what they built was a technology stack Tha…”

“Maybe the Blackstone start to come to this world and they just offer to buy these companies outright.”

“If we were a 500 person organization and look like the Blackstone of venture capital, I think we probably would have failed in that journey. That's not our North Star. It's not where we're headed.”

“And I think that the firm that closely, most closely resembles that in venture is Andreessen. You know, the way that they have approached things like you know, gaming and crypto and biotech and so like that, but that's sort of them saying, hey, we have this fu…”

“KKR owns Cyrus one, Blackstone owns QTS, fantastic investments. There's gonna be huge money-making investments for those firms.”

“And so you know, Blackstone did this core weave deal. They were one of the first and Blackstone are generally very good at structuring these type of creative deals. Good on them. And I think we'll see more of that type of deals going forward.”

“I think it's probably a good time to be in the LBO business. I think it's probably a good time to be in the Toma Bravo Vista Blackstone KKR business. There will be homes for a lot of those companies, you know, who get themselves to a sustainable place and they…”