How fast Meta can actually ramp their $600 billion (?) CAPEX plan? Hyperscale has looooooooong lead times. What do they do in the interim when every new employee has been promised their own personal cluster? The good news is 2028/9 timeframes give Meta more time to figure out how personal superintelligence might contribute be a business. The bad news is the world will change a lot in three or four years.They Don’t Have the Energy There are questions about whether they have the money. And questions about whe ...

Electronic Arts is in talks to be taken private by a consortium led by Silver Lake Management and Saudi Arabia’s Public Investment Fund, according to a source https://t.co/K3zUFt0hO5 ...

Private Markets - Private credit and equity之间的界限变得模糊 [1] - 基础设施融资的需求正在迅速增长 [1]

Michael Sonninfeld is back with us now. Michael, it's good to have you on. This is a stock market that not the last couple days, but really keeps going up.Are we seeing any more love from your members about stocks or is it still really about real estate. >> Actually, they just pulled back a couple points in the last quarter from the stock market and from real estate. still strong in private equity, but for the first time cash is coming up a little, fixed income is coming up a little and uh gold and bitcoin. ...

Core Insights - There is a noticeable shift in investment preferences among members, with a slight pullback from stocks and real estate, while private equity remains strong. Cash, fixed income, gold, and Bitcoin are gaining attention [1][6][7] - Bitcoin is increasingly viewed as a legitimate alternative asset rather than just a speculative investment, gaining acceptance among investors [5][6] - Wealth preservation is becoming a priority for members, with a focus on minimizing risks rather than seeking high returns [7][8] Investment Trends - Members are showing a cautious approach, indicating potential economic nervousness, as they diversify their portfolios beyond traditional equities [2][6] - The average member has significant wealth, averaging over 100 million, and is prioritizing wealth preservation over aggressive growth strategies [7][10] - The transition from entrepreneurship to investment is highlighted, with members needing to adapt their skills to manage their wealth effectively [11][13] Market Dynamics - Bitcoin's market size is currently only a tenth that of gold, yet both are considered secure assets by members [4] - The conversation around Bitcoin has evolved from hushed discussions to more open panels and discussions, reflecting its growing acceptance [5][6] - The focus on capital preservation suggests a broader trend in the investment community towards more conservative strategies in uncertain economic times [7][8]

Just for people that are not familiar with this and honestly even even myself um the the process here would be you would be turning a team into a corporation essentially or or an asset like what is the technical >> so the way to think about it assume a team makes 100 million of revenue you would go out and sell by 10% so that's 10 million so now whatever the revenue of that team is going forward you're going to get 10% of it. So the question is what are you paying for that. Right.>> Are you paying 100 milli ...

Goldman's UK private equity gambit shows a market niche getting smaller, writes @hughes_chris (via @opinion) https://t.co/Opks3fIzyC ...

Industry Trend - Sports are becoming less pure due to evolving financial dynamics [1][2] - The traditional view of college athletes playing for the love of the game is changing as athletes are now getting paid [2] - The catalyst for change may be teams realizing they cannot compete without embracing new financial models [3] Financial Implications - Teams may face difficult choices, such as diverting funds from medical or academic programs to pay athletes [3] - The core issue revolves around whether to sacrifice resources from other areas, like scholarships, to improve athletic performance [3]

Alex Sherman: Mark, thanks for joining us. Pleasure being here. You have started a sports fund in 2024 let's start here.Why sports. And what are you thinking about investing in now. Well, I guess sports, because I've always loved it.I actually think as an asset class, it's something you want to be invested in. And I think you're literally in the first second inning. I think you can make a fortune of money investing in sports.So that was the reason why I started it. You just don't have that much competition ...

Blackstone, Warburg and Nordic are among private equity bidders looking to invest in French diagnostics provider Sebia, which could be valued at around €5 billion ($5.9 billion), sources say https://t.co/vBSzEfl3CR ...