“We think a lot of firms do a really, really good job on the buy. Very, very few firms do a very good job on the sell, like, knowing when to sell, pressuring to sell, and we would tell you that the private equity funds tend to do a much better job on the sell than most, like, venture growth guys.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
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Opinion
Mitchell Green: Assuming 20x-25x exit multiples for AI deals is insanity
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“And I think investing in open AI, a hundred billion is a little insane personally, but like, I don't know if it goes on to do like a trillion dollars of earnings. Yeah. I was going to be very wrong. I should have invested.”
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“I worry that a bunch of these private equity owned assets that are over levered are ripe for disruption versus like independent software companies that are focused on growth, that are trying to innovate.”
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PredictionNot checkable as stated
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“Overhyped, overfrothed and I believe this AI CapEx bubble will end badly.”
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PredictionNot checkable as stated
Mitchell Green predicts AI foundation models will commoditize
“Look, our fundament, my fundamental belief
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PredictionOpen · timeframe Dec 2029
Vintage 2020 and 2021 alternative asset funds will deliver awful returns
“I think the venture growth ecosystem gets like a bad rap, but it's gonna be every alternative asset. Their 20 and 21 funds are gonna be awful relative to earlier funds because you had, you know, people thought they were gonna make, you know, a forex in, you kn…”
Mitchell GreenMar 24, 2026▶ 13:15Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
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