private equity

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 23, 2026 by Benedict Evans · across every show →

Everything said about private equity, oldest first

Feb 23, 2026 neutral
Assertion Partly supported
Evans: Private equity holds $500B in debt from software buyouts
“There's a big piece in the FT this morning about how much money the private equity industry put into buying software companies in the last 10 or 15 years, and a whole amount of debt, like half a billion, half a trillion dollars of debt around that.”
Benedict Evans Feb 23, 2026 ▶ 3:00 AI and SaaS
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