private equity firms
also referred to as: private equity firm
4 statements across 4 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement Mar 17, 2025 by Logan Bartlett · across every show →
Everything said about private equity firms, oldest first
Mar 17, 2025 positive
Bartlett: Private equity firms have institutional moats preventing spin-out competitors
“So if you're a private equity firm, if you're Apollo, or Blackstone, or BlackRock, or whoever it is, right, and you're this big entity the people within your firm can't really leave and compete with you, because there's so much institutional infrastructure aro…”
Apr 9, 2025 neutral
Kohli notes crossover and private equity firms have largely abandoned venture deals
“And we're not seeing as much of, you know, cause what happened in 2021, 22 was you had crossover firms really come in, right? Private equity firms, public firms come in to venture. We don't see that anymore. I think we, at least we're not seeing too much of it…”
Mar 23, 2026 neutral
May 29, 2026 bullish
Gerstner predicts private equity will buy services firms to AI-turbocharge them
“So it seems to me that that's a more likely outcome, you know Thrive Holdings buying a Kirkland and Ellis and saying, now we're going to, you know, take this thing and AI turbocharge it. I think you're going to see a lot of that out of private equity firms, ou…”