PCLO9

Pari Passu

[Mosaic @mosaicfordeals]

Marc Rowan, Apollo co-founder and CEO, on the two best pieces of advice he’s received.

Follow @mosaicfordeals for the latest news on PE, M&A, LBOs, and more.

[David Senra @davidsenra]

"Books are the closest thing you’ll ever come to finding cheat codes for real life. You can access the entire learnings of someone else's career in a few hours." —@tobi

[Elon Musk @elonmusk]

@AJamesMcCarthy Read books, talk to people & iterate rapidly with hardware & software

[PCLO9 @SYAII256]

@BoringBiz_ @Apple is the actual winner, 100 B$ of FCF !

[Sergey Alexashenko @SAlexashenko]

Google equity raises

[Boring_Business @BoringBiz_]

Realizing that 40% of all dollars in existence have been created in the last 6 years

[Boring_Business @BoringBiz_]

Can’t wait to see the type of FCF multiples Anthropic trades at once financials become
public

[High Yield Harry @HighyieldHarry]

Begging for an allocation at the $900B valuation

[The Transcript @TheTranscript_]

Alphabet after loading up on $80B war chest for AI capex:

[The Transcript @TheTranscript_]

Life before ChatGPT when Mag7 used to do buybacks:

[The Transcript @TheTranscript_]

Investors seeing hyperscalers shift from making buybacks to issuing new shares ATM:

[Origo @origoinvest]

Masa Son's parents were Zainichi Koreans who faced systemic prejudice in Japanese society at the time

Masa didn't even have Japanese citizenship as a child and only got naturalised in 1990

He grew up on the edge of a shantytown and the family home was illegally built on land owned by the Japanese National Railways – his father raised pigs and chickens and he literally slept among the livestock

A lifetime of grind, discrimination and doubters. Must feel like vindication.

[Bloomberg @business]

A post-IPO merger between SpaceX and Tesla Inc. is inevitable and only a question of timing, because Elon Musk will want to consolidate control across his companies, according to early SpaceX investor Peter Diamandis. https://t.co/4hjttaw5ex

[Sawyer Merritt @SawyerMerritt]

SpaceX's IPO prospectus (S-1 filing) is now officially public!

You can read the full document here: https://t.co/zlYx39Hco9

[Stanlee | Web developer @stanlee0nX]

3.75MB in 1956. 1 TB in 2026.

[mitsuri @0xmitsurii]

Barack Obama: "Just learn how to get stuff done, and people will notice."

[Dangote Group @DangoteGroup]

Africa should not depend on distant refineries for what it consumes daily.
That model is fragile.
Local capacity is the shift.
#SupplyChains #LocalCapacity #DangoteRefinery

[Big Smoke - @Skepta]

Embroidered my tattoos all over my suit for the #METGala 🦅

[Justin Skycak @justinskycak]

Never underestimate how much time and effort you can waste by trying to automate a process you do not understand manually.

[CC @CLVC98]

@Shopify Adapt or get replaced.

If Shopify refused to make this deal, OpenAI and Anthropic would just build their own Shopify for a fraction of the cost.