private equity portfolios

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 3, 2025 by Chamath Palihapitiya · across every show →

Everything said about private equity portfolios, oldest first

Oct 3, 2025 bearish
Opinion
Chamath: Most PE portfolios are B/C companies run by C/D executives
“What you find in most private equity portfolios are B and C companies run by C and D folks.”
Chamath Palihapitiya Oct 3, 2025 ▶ 30:10 Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
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