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SuperReturn US West Day 2: DPI Over IRR, AI Deal Sourcing, and Fundraising in a Crowded Market
Wrapping up SuperReturn US West with another day of deep insights and intelligence on private capital in PE, VC, and sector-specific challenges and opportunities in 2026…
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Halfway Through SuperReturn Day 1: The Alpha Isn’t in Any LLM, It’s in the Room
Halfway through day 1 of SuperReturn #SRUSWest, covering the pressing points of private equity and LMM capital across different panels: – Value creation in 2026– Continuation…
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PE Isn’t Shrinking, the Financial Engineering Playbook Is: Operating Value Creation Is the Real Test
FT report predicts PE funds shrinking after the funding baloon of 2019-2021, similarly to the VC bubble at the time, with valuations only surpassed by the…
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Efficiency Is Solved. Demand Isn’t: What Hg’s AI Rollout Tells Us Before SuperReturn US West
As I’m just boarding a 6am flight to SuperReturn US West starting Monday, this issue covers a successful AI implementation by Hg that shows how operations…
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Miro, WordPress, SuperReturn: 10 Memos From One Inbox on VC, PE, Open Source, and the Future of Work
Miro acquisition, WordPress drama, SuperReturn PE event on Monday: my inbox today in hindsight. Triangulating VC, PE, open source, the future of work, and generations in…
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Tech DD Is Pattern Recognition: You Can’t Spot What You’ve Never Seen 50 Times
You don’t know what you’re facing during tech DD unless you’ve acquired 50+ of the same category of companies, running similar stacks with comparable operational playbooks.…
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The Profile LLMs Build of You Isn’t the One You’d Write Yourself
LLMs tend to uncover traits or disclose tendences based on ongoing searches (something traditional search was unable to do beforehand). If you dive into LLM deep…
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Signal vs. Noise: Why More Data Is Making Growth Harder, Not Easier
496 million TB of data are being created globally DAILY. From 64 zettabytes of digital data worldwide in 2020 to 284 zettabytes projected for next year.…
