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"Across these 130 AI experiments, it's averaging you know 5% of EBITDA. That's kind of what we're finding. We are not finding 50% of EBITDA, which I think if you read the headlines you come to believe there's these just massive transformations happening, and that's not what we've seen so far." — Pete (KKR) [00:05:40]
"For the last, you know, three…
"There is likely to be this rotation of capital back towards areas that are geopolitically important, industrially important, and are kind of the backbones of the global economy, away from areas that maybe have some threats to their business model." - Evy Hambro [00:14:05]
"You know the ongoing devaluation of paper currencies... means more…
"I mean, the amount of CapEx spending that we have in this country is just extraordinary. I mean, these numbers are staggering... that's fueling the data center buildout, that then is fueling the power buildout, that's creating jobs." - Steven Mnuchin [00:03:20]
"The more we opened up to China, the more they invested in the US, the more they…
"I truly believe that asset liability mismatches cause liquidity crunches and liquidity crunches can cause credit crunches..." - Kieran Goodwin [00:28:43]
"every day you have to assume you start with a zero next to your name you're probably going to have some hurdle adversity to overcome..." - Kieran Goodwin…
"The gray bubbles are associated with great investment ideas that get overdone... Railroads are the best example followed by the internet." - Jeremy Grantham [00:00:00]
"When you look around you you have to say that the biggest thing for getting on in life is to be confident." - Jeremy Grantham [00:09:27]
"The only…
Executive Summary
India has emerged as a major bright spot for global Limited Partners (LPs) in private markets, contrasting with the broader investment contraction across the Asia-Pacific (APAC) region. Driven by strong macroeconomic fundamentals, a slowdown in China, and solid exit performances, India has become the top-ranked private-market destination in APAC. However, to sustain this momentum, India must…
"This key word disruption it's like the perhaps the word for this next chapter of AI." - Stephanie Aliaga [00:03:11]
"The length of tasks that these AI models can autonomously complete has been doubling every seven months we're in this like exponential progress here." - Stephanie Aliaga…
WisdomTree Market Outlook: Opportunity in Dispersion | March 2026
Holden Spaht's LinkedIn Post: "...We recognize of course that the conventional narrative around software in the last few months is nearly dystopian. But we believe that narrative is oversimplified, and the data tells us something quite different. Public SaaS companies have grown their top line…
Overview
This is QED Investors' assessment of India's fintech and financial services landscape after six years in the market. With 8 investments and $220M+ deployed, QED offers a grounded, practitioner's view — not a distant observer's take. The report is structured across five parts: why India matters, what makes it distinctive, QED's approach, portfolio proof points, and the next chapter.
**Part I: Why…
"At the moment the pain trade, the momentum trade, is for this equity rally and oil fall to continue." - Ozan Tarman [00:05:47]
"Another observation today reminds me of early February 2020 while we all saw people falling over in China... the S&P made new all-time high. The same is today with Iran. Nobody cares." - Client of Ozan Tarman…
Apollo: AI is driving returns in equity markets because of the growing size of tech in the S&P 500 index, and this is a problem for both institutional and individual investors, see chart.
With hyperscalers issuing more debt, AI is increasingly also driving returns in bond markets.
And AI currently makes up 60% of investments in venture capital.
"The future's very hard to go and identify, but I noticed the people who are very good traders are the people who react the quickest to changes because they're not so set." - Lloyd Blankfein [00:13:02]
"You can recover from losses and live to fight another day; you can't recover from being dead." - Lloyd Blankfein…
Investment Philosophies - The 2026 Edition by Aswath Damodaran [43 Video Lectures] #Playlist
"in the investment business like we have one asset it's time and it's like precious and so like how do you guide people to say no quick" - Mitchell Green [00:05:14]
"I knew that the returns in this sector in the tech investing sector flow to the top 10% of funds like they they just do it is" - Mitchell Green…
"I think the analogy I made was with the 20s because it's a time when there were major technology breakthroughs... and fragmentation started to also significantly change the way the world worked." - Christine Lagarde [00:00:38]
"It's imperative for Europe and for the Europeans to appreciate, value, and vote for the value delivered by social…
"it is a revolution in some ways probably as important as the internet 30 years ago" - Francois Rochon [00:06:07]
"i would not let the market decide how much the companies are worth because it wouldn't be less listed on the stock market... I let the companies own uh really indicate to me what they're worth" - Francois Rochon…
"Our business today is really built around raising capital from the largest pools of money around the world and then turning around and deploying that capital into the largest and most attractive investment themes around the world." - Connor Teskey [00:00:15]
"Probably two-thirds, maybe even 70% of what we invest in today was not an investable asset…
Source: CBInsights
Google has disclosed over 270 acquisitions in its history. The image show's Google’s biggest acquisitions till date. #CBInsights
Key Takeaways - Google has spent nearly $65B on its top 10 acquisitions. - All 10 of the top deals pictured had valuations greater than…
Views on AI and the Software Sector: Sixth Street Letter