carried_no_interest
@carrynointerest
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Private Equity Investor skewing towards software. Former Head of AI @ $1B+ PE fund. Former Data Scientist using AI to source deals. DMs Open
The VDR
Joined June 2021
LEVERAGED BUY OUT / PRIVATE EQUITY LEGENDS #24. I have RETURNED. I'm a former data scientist, and I pulled 300,000 M&A/PE deals. I calculated the highest returning ones. Sun Capital Partners made a BILLION DOLLARS in FOUR YEARS on HVAC/STOVE components? HVAC SMB twitter will
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Jake Paul / Logan Paul got into the ramp seed round Most of the VCs I know FUMING at this hilarious fun fact
Anti Fund just leveled up. Today, we’re appointing Logan Paul as our new General Partner. We’re also announcing the closing of our oversubscribed $30M venture fund backing the next generation of American innovation. The future is built by those who challenge the norms and do
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Not sure people understand the implications of this Altman claims that the ad model won’t rely on injecting bad ads Yet the biggest ecommerce giant won’t let OpenAI into its ecosystem (or even Dupe lmao) Fascinating times ahead
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casually spun up a swarm of agents today via api for the first time for sourcing if even the last generation of tech greats (who've passed) could see that you could casually do this they would shit their pants wild time to live in
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Stir up the group chat with a "let’s go to Florida this weekend 😎”
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Jared is criminally underfollowed 🤷
The arguments that AI will lead to leisure ignore the underlying factor behind Keynes' paradox of leisure time (i.e., his famously flawed prediction of a 15-hour workweek). People are competing for status, not absolute wealth/security. If AI increases the exponentiality of
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I genuinely think OpenAI == yahoo I’ve migrated almost all my workflows/code off their APIs now 🤷 Ironic that Google will probably do it twice lmao
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another quick note: it stunts on openai's deep research tool...almost resoundingly
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Every so often you play with an AI product that makes your jaw drop Manus lite is one of those The fact this is free is batshit insane, truly I don't even think the creators know how powerful it is lol I should probably launch a cookbook at some point because wtf
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I do not say this lightly: I just tested about 10,000 company classifications with OpenAI vs. Anthropic. Checked where they came up with different results. Anthropic won every single time. Lower cost too. OOF
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Young capitalists: I implore you stop building the plumbing for LLMs. Do not be a feature that Anthropic pushes casually on a Thursday. Go vertical as quickly as possible. Anything horizontal is too high risk. -cni
Crying in RAG
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The era of software deals has returned:
every few weeks now a fee-drunk allocator declares "a company going from 0->2m is not interesting: only the ones that go 0->500m" this is, of course, a very silly idea. but its proximal to an important one: we are returning to a much older model of growth for internet
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WILL AI DESTROY YOUR SOFTWARE COMPANY? OR: WHICH SOFTWARE COMPANY SHOULD I BUILD? I'm a software private equity investor. I look at 10-20 software businesses each week to acquire. I see good, bad, and everything in between. ***I am reposting this since apparently all the pods
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I am more bullish on special situations software investing than any other private investing asset class for this exact reason:
actually super interesting observation… what happens to mega cap software PE if last gen SaaS is indeed cooked?
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THIS IS A BANGER THAT SHOULDVE GOTTEN MORE ATTENTION
Amazing how investors can forget the implications of investing at peak hype. Consider SaaS in 2020-2022. I took the @Wing_VC enterprise tech 30 from 2020, filtered down to the 23 companies that achieved unicorn valuations, tracked their peak valuation and compared to their
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I am bearish on the 2020-2023 vintages for VC, but massively bullish on the 2024 seed vintages. I am seeing INSANE AI products. Do they have good unit economics? IDK. But I do know Microsoft doesn't have enough dawg in them to build Shortcut. Acquihires will be INSANE.
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ASK HIM HIS GROSS MARGIN HARRY DO IT FOR THE CULTURE
Lovable is the worlds fastest growing company. $100M ARR in 8 months. @antonosika on 20VC today. What are the must ask questions?
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1/ Private equity just had its weirdest half-year ever. Ropes & Gray's latest report tells two completely different stories
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WHAT MAKES A CIM EXCELLENT? I wrote a post about how Moelis makes IMPECCABLE CIMs. @BigJohn043 is one of my favorite follows on there. Him and I disagree'd on my post a bit, and I'm going to explain why I think we disagree. @BigJohn043 said that a good cim is tight and well
@carrynointerest In my view the most important element of the CIM is a tight and well articulate set of key selling points. I just pulled a Moelis CIM. Looked like all of the others....
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