Private equity

"Obviously, nobody's ever done that": Carlyle co-founder on outgrowing $40T of US debt

10 calls: why private equity's insurance books have never faced a recession, the $6B Commanders deal he turned down, and the Soviet sub vote in the…

11 hrs ago • Scuttlebutt

"Is it worth the risk? I don't know": Raiders owner on sports betting

7 takeaways: why he turned down bigger private equity checks for Tom Brady and partners, why concerts flip the Raiders' revenue model, and how he ended…

Nov 6 • Scuttlebutt

Cybersecurity, not AI models, is the real risk, says Thoma Bravo's founder

4 takeaways: Why he wants regulators to leave AI models alone, the $30B cybersecurity bet behind it, and why software has to own the "agentic layer" or…

Nov 5 • Scuttlebutt

The best private equity managers beat the worst by 5,000bps — Vanguard's PE head

7 insights: Why leverage now drives a quarter of buyout returns instead of half, why fund gates are a feature, and how a few sloppy lenders could taint…

Nov 4 • Scuttlebutt

A company's EBITDA is $58M, $38M or $25M, depending who you ask — Lead Edge Capital

4 takeaways: Why token-maxing is AI's version of the old page-view metric, the EBITDA figure investors treat as real but isn't, and the worst kind of…

Nov 3 • Scuttlebutt

10 straight quarters of growth and a record $38B in flows, Citi's Head of Wealth finds

4 insights: why Citi's new savings rate is a defense against AI agents moving idle cash, why its AI adviser tool is rolling out slowly, and why private…

Oct 29 • Scuttlebutt

Franzy CEO: the richest people in franchising "don't come on podcasts"

6 takeaways: the Midas rollup built almost entirely on seller financing, why banks like a 78% survival rate over 50%, and the 60% broker commission he…

Oct 27 • Scuttlebutt

"A vanity play": Providence dealmaker on why he skips buying sports teams

5 numbers: a $12.5 billion Lakers sale, a $3.4 billion sports-agency bet, and why Anthropic at $800 billion still isn't a private-equity deal

Oct 26 • Scuttlebutt

Only 28% of AI tokens now go to frontier models, the rest to open weights — Code & Co.

9 lessons: why lines of code and token counts mislead, how AI moved tech diligence ahead of the LOI, and why engineers should not choose their own…

Oct 22 • Scuttlebutt

A "right to be known," not just forgotten — Olo CEO

7 principles: how Five Guys forced open restaurant POS systems, why the new Olo app charges zero commission, and what happens when an AI agent orders…

Oct 21 • Scuttlebutt

2 years to the first deal, then 6 deals in year one, Cornell Communities' founder finds

13 principles: why owning the land beats owning the homes in mobile home parks, how deal structure sets a sponsor's pay, big fund versus small fund, and…

Oct 18 • Scuttlebutt

Carlyle co-founder: baseball teams have no earnings, so owners profit only when they sell

6 moments: why he hung up on the Orioles deal before closing it, why he plans to give away virtually all his money, and why he says unlimited campaign…

Oct 17 • Scuttlebutt

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