private equity

“It's hard to do PE styles early stage because there's just so much, so many different people that will give you that Three on 15 or two on 10 or two on 20. And I think that competition just drives up prices and ultimately lowers returns.”

“This whole X movement around you should buy a small business because there are thousands of private equity bros that are highly trained, highly efficient, ruthless, that are all hunting for these same deals. And one, given their experience, they can probably p…”

“The goal of Doge is retooling the balance sheet, right-sizing the income statement, getting, like, the, getting out of the red and just shrinking bloat, and that's what private equity does best, not venture capital.”

“This is something that AI is actually going to solve because imagine when you can take a data room and even ingest like in, in, in my case, there was 30 years worth of physical records for the business. And we only really had to pay attention to the last like …”

“There, there's a hurdle in private equity, and there's no hurdle in venture capital, which makes the whole thing even sweeter.”

“Media is a pretty shit business model. And so the trick is to do media to build media is great at a certain a few things, right? It's great at Building brand and distribution and awareness and all those things, but it's pretty terrible at monetizing. And so th…”

“The second you start to raise above five hundred million both early, you know, maybe early investors will get a good outcome, but near-term investors and you as a company, like you're either going to be a public company or you're going to be bought for a priva…”

“Private to private transactions are going to happen way more. Right. Like you're going to look just as it happened in private equity, like funds will sell the funds.”

“This is just all cyclical, right? Like, we're gonna be in a world, I bet in 24 months, I hope that I'm on the show, and we're talking about this, and everyone's gonna be like, wow, we, like, tripled our exposure in venture, and everything's going fantastic, an…”

“They don't come to us as often as you think, because they know, well they probably go to private equity or venture capital or these fancy hedge funds before they come to us, because I want to make sure that I'm I care about cash flow and the price that I pay, …”

“That's a different calculus than the world of private equity, or venture capital, or any money managers, where They're incentivized to deploy capital because they get management fees.”