Goldman Sachs Predicts SpaceX AI Revenue 100x Growth by 2030
Goldman Sachs expects SpaceX’s AI revenue to surge 100 times by 2030 https://t.co/QAs5ZTYNf5 via @ft
X's “Following” Becomes “For You” To Dodge Ideology
Did X turn the "following" tab into the "for you" tab because it was getting harder and harder to throttle ideological garbage?
Nvidia Investment Turned $10K Into $620M
Crazy stat. If you'd invested $10,000 in Nvidia when the 76ers management coined the term "trust the process," you'd be sitting on a $620m fortune right now. Isn't that crazy?
KKR Founders Reflect on Private‑market Boom and Looming Crunch
The FT spoke to Henry Kravis and George Robert as KKR turned 50. We spoke about the private markets they helped create and which now face a crunch, and how their once rebel partnership had changed the corporate mainstream before ultimately...
KKR Marks 50 Years, Says Investing Was Simpler
KKR at 50: ‘It used to be easy in the old days’ https://t.co/E3dXNSIsfP via @ft
Big Law Transformed by Stardom, AI, Private Markets
A great Big Read from @mroliverbarnes @sindap built off of many scoops over the past year as high profile partners moving between firms has revealed how Big Law is being reshaped by an age of stardom, AI and the...
Starwood Fund Freezes Redemptions, Slashes Dividend Amid Liquidity Crunch
Starwood property fund halting all redemptions and cutting its dividend. This has mostly been gated since 2024 when the @FT outline how it had drawn down its liquidity significantly to pay redemptions, instead of selling assets. https://t.co/eirUSkAkPh
Mets GM Overpaid for Bullpen, Ignored Cab Drivers' Advice
The Mets GM could have gotten a better bullpen for half the price by doing some Tom Friedman esque interview NYC cab drivers on who to sign, instead of whatever it was he did.
Evergreen Private Market Funds Profit Managers and Advisors
Evergreen private markets funds have been lucrative for the firms that manage them, and the financial advisors who have steered their clients into the funds. @ameliajpollard @EricGPlatt @clarfel https://t.co/Dzjt1oAQ0y
SEC Chair Clayton Charges Santacon with Wire Fraud
Jay Clayton has charged Santacon with wire fraud. More tk at 11. "No matter how you dress it up, fraud is fraud." https://t.co/O5cDddX6ec
Law Firm Salaries so High, Can They Play Shortstop?
At these $ figures, my only question is can anyone at Kirkland or Latham in New York play short stop?
Apple’s Proprietary Chargers: Forced Lock‑in and Frequent Breakage
I HATE how Apple locks you into their own chargers, and then they break every three months.
Private Capital Disappointment Era Starts, Insurance Intrigue, Decision 2.0
In today’s @FT Due Diligence newsletter: Private capitals disappointment era begins. an insurance intrigue, and The Decision 2.0. https://t.co/I1NYRv0vZ4 https://t.co/3VhyHDtFkB
Credit Kids Pivot to Massive Cleanup Trade
Great read from @ameliajpollard and @EricGPlatt Opportunistic credit, distress, special sits and that flavor all sat at the credit kids table after direct lending took off in the mid 2010s Zirp era. Now, they see a massive trade to clean...
Apollo Seeks Southern HQ as Private Capital Shifts South
Big FT scoop: Apollo looks to the south for a second HQ im the U.S. South, where most of the private capital giants future growth will be housed. @sindap @ft https://t.co/Sa4G3yXZnL