PE Shops

topic on 2 shows · 2 statements across 2 episodes

TBPN 20VC

2 statements about PE Shops, every show

20VC Prediction Held up
O'Driscoll: PE firms will acquire AI startups to dress up legacy SaaS
“I'm willing to bet that all those PE shops have a, let's acquire some new AI Pixie Dust to put on top of Zendesk, to put on top of Anaplan so we can, you know, tart up the story with acquisitions.”
Rory O'Driscoll Apr 17, 2025 ▶ 24:12 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
TBPN Opinion
Giffon: The largest venture firms are functioning PE shops
“Just as the biggest firms are turning into PE shops, the biggest venture firms are functioning PE shops.”
Jeremy Giffon Mar 9, 2025 ▶ 14:56 "There's a lot of stuck founders out there" - Jeremy Giffon breaks down the current state of VC.

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