Private‑Market Panic Unfounded, Says Alisa Wood
“Something we think about a lot, is this a market where if someone sneezes, everybody catches a cold?” Fun and timely chat with Alisa Wood @kkr, who thinks no. “Bring it on,” she says of current private-markets panic https://t.co/SgyyExco57
Abandoning Trust for Ads Risks AI‑Driven Obsolescence
A baffling move? Retreating from a competitive advantage (trust, privacy) in pursuit of ad dollars that AI might devour anyway
Candidate James Fishback Loses Arbitration After Cutting Lawyer Payments
Florida governor candidate James Fishback stopped paying his lawyers and lost his arbitration case against Greenlight. The great "global head of macro" drama ends with a whimper... https://t.co/MfpIKNWO1Z
VCs Must Balance Power and Responsibility in Defense
“I don’t want to be the person they call and say, can we hit the enter button on this command. But I also don’t have a God complex.” @davidu of @a16z on the Anthropic-DoD rift, why VC has a right to...
DoD Recruits Wall Street
Uncle Sam wants YOU, sponsor coverage bankers of Wall Street. @semafor scoop on DoD's push to hire investment bankers with deep ties to PE as it hunts for natsec deals https://t.co/lTRGjUesXl
Jensen Huang Warns AI Community's Growing Backlash Anxiety
Notable essay from Jensen Huang. You can feel the AI crowd getting nervous about the backlash https://t.co/HconyGObYw https://t.co/d11coExS4g
Goldman Banker Hides Employer; Barclays Banker Doesn’t.
The Goldman banker was smart enough not to let them print that he works there. The Barclays banker though... https://t.co/XQUyhDbCNS
LBO Debt Market Faces $20B Nerve‑Testing Stress Test
The LBO debt market is freaking out. Here comes a $20B test of nerves https://t.co/MiXTnEB2pK
Netflix's M&A Bloodbath Exposes Shareholder, Talent, Political Crises
Hostile M&A is always bloodsport, but I can't remember an acquirer coming out of a process this bloody. Netflix has a shareholder problem (which doesn't understand why it wanted to buy a legacy studio), a Hollywood talent problem (which doesn't...