Thoma Bravo (private)

Dan Rasmussen: why private equity's software bet is unwinding, why he'd rather hold the debt than the equity, and why Japan is 1960s value…

The Verdad founder on the mindset he thinks is driving AI capex, why AI has not cost jobs yet, how he screens biotech with no tangible assets, and what…

Aug 29 • Scuttlebutt

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