StarZero All shows Try the podcast clipper →

KKR

4 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement May 5, 2026 by Tony James · said 9 times in 3 episodes since 2019 · across every show →

Mentions by year

brought up most by Gavin Baker (4), Tony James (3), Shaq (Shakil Khan) (2)

tap a year for its mentions
00418220192020202120222023202420252026episodesmentions
01220192020202120222023202420252026episodes it came up in
00214220192020202120222023202420252026episodesmentions per episode
2026 7 mentions in 2 episodes 4 per episode
2019 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about KKR, oldest first

May 5, 2026 negative
What-if
Goldman Sachs should have prevented KKR's rise in private equity
“There was no reason, really, that a KKR or a Forsman Little that were the big players back then should ever have existed. Your old firm Goldman should have beaten them.”
Tony James May 5, 2026 ▶ 4:36 Building Blackstone, Backing Costco, and Working with Munger | Tony James on The a16z Show
May 5, 2026
Assertion Partly supported
Tony James: KKR's Houdaille transaction was the first major public LBO
“The big turning point, I would say, was 1980 when KKR did a LBO for Hudai Industries, the first big public company that went, actually, was taken private.”
Tony James May 5, 2026 ▶ 3:06 Building Blackstone, Backing Costco, and Working with Munger | Tony James on The a16z Show
Aug 31, 2026 positive
Assertion Not checkable as stated
A $50 Billion NVIDIA Data Center Requires Only $15 Billion in Equity
“Like, let's say it's fifty billion dollars. For an Nvidia data center, you need a fifteen billion dollar equity check. Okay. You can finance the other thirty five billion.”
Gavin Baker Aug 31, 2026 ▶ 1:03:08 Why AI Demand Is Outrunning Compute Supply
Aug 31, 2026 bullish
Assertion Not checkable as stated
Private Credit Finances NVIDIA GPU Purchases at Low Cost of Capital
“Particularly if you're buying NVIDIA GPUs to a lesser extent TPUs, you can finance these. And there's a very sophisticated, you know. Yeah, it's a very low cost of capital to finance them today.”
Gavin Baker Aug 31, 2026 ▶ 13:17 Why AI Demand Is Outrunning Compute Supply
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,000 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more