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Private EquityPrivate Equity
🍋 The $275M Drunken Haze

🍋 The $275M Drunken Haze

Plus: PE’s $35 billion AI infrastructure bet, Goldman rejecting over 99% of applicants, and banks quietly gutting their junior ranks.

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Private EquityPrivate Equity
🍋 Biggest Chip-Financing

🍋 Biggest Chip-Financing

Plus: UBS still doing Credit Suisse-related job cuts, Americans fall behind on credit card bills, and Jefferies sued for a water bond fraud.

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Private EquityPrivate Equity
🍋 Harvard’s PE Hangover

🍋 Harvard’s PE Hangover

Plus: Anthropic surpasses OpenAI valuation, Microsoft's AI chief is giving white-collar work 18 months, and Goldman is heading for record dealmaking.

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Private EquityPrivate Equity
🍋 Micron Joins Trillion Dollar Club

🍋 Micron Joins Trillion Dollar Club

Plus: Pope called for AI to be "disarmed" in a message detectors flagged as up to 46% AI-written, Wall Street's Claude habit is getting expensive, and Strait of Hormuz looks stuck for months.

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Private EquityPrivate Equity
🍋 PE Sports Rollups in Trouble

🍋 PE Sports Rollups in Trouble

Plus: JPM exec Lorna Hajdini suing Chirayu Rana for defamation, Mamdani meets with Dimon and Solomon, and a hedge fund no one's heard of is about to make $10 billion.

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Private EquityPrivate Equity
🍋 OF Meets Wall Street

🍋 OF Meets Wall Street

Plus: Blackstone wants to build 50,000 homes a year, KKR is bailing out its own credit fund, and OpenAI allows employees to sell up to $30M worth of stock.

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Private EquityPrivate Equity
🍋 Anthropic Hires Private Equity

🍋 Anthropic Hires Private Equity

Plus: GameStop swung for a $56B acquisition it couldn’t explain how to pay for, Palantir is growing faster than ever, and someone stole $80K of mac & cheese from Chick-fil-A.

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Private EquityPrivate Equity
🍋 The Golden Age of SPVs

🍋 The Golden Age of SPVs

Plus: Another AI rebrand moons 130%, quantum stocks are ripping too, and private capital is circling the NBA's European expansion.

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Private EquityPrivate Equity
🍋 Josh Harris Broke PE Fundraising

🍋 Josh Harris Broke PE Fundraising

Plus: Goldman’s record quarter, Thoma Bravo exits growth equity, Chicago’s "cheap big city" reputation is failing, and how much protein you actually need.

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Private EquityPrivate Equity
🍋 Private Equity Winter

🍋 Private Equity Winter

Plus: TACO trade is back, Ackman wants to buy world’s largest music company, Blackstone raises its largest credit fund in history, and theaters post their strongest run since COVID.

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Private EquityPrivate Equity
🍋 Blackstone Going After Mini-Millionaires

🍋 Blackstone Going After Mini-Millionaires

Plus: Ackman pumping stocks on X, private credit's software exposure is coming into focus, and SpaceX's IPO is shaping up to be the most consequential market event in years.

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Private EquityPrivate Equity
🍋 Apollo's Taking Wall Street South

🍋 Apollo's Taking Wall Street South

Plus: Citi execs weighing regional bank acquisition to fuel growth, markets entering correction territory, and private credit's retail experiment is hitting a wall.

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