Alex

[Alex @a484t]

@BluthCapital What's your end of the 2027 target?

[Alex @a484t]

@internpierre wtf is THE ROW?

[Alex @a484t]

@heart_ I think you are being an idiot

[Alex @a484t]

@sanilrege @sanilrege could you please recommend a practicing physician anywhere in US/EU who understands the above (excellent) explanation and can help navigate a complex case?

[Alex @a484t]

@nickgiva1 @MercedesBenz Have you tried searching in the aftermarket?

[Alex @a484t]

@bevel_health do you plan to add 8sleep integration as a data source? I don't sleep in my apple watch

[Alex @a484t]

@levelsio Get a breezer. https://t.co/yQOSHzavHE or alike

[Alex @a484t]

@value_invest12 Any thoughts why it's plummeting? Fund exit? I've doubled down too many times

[Alex @a484t]

@reaptilian @CoachDanGo lmao. miss.

[Alex @a484t]

@internpierre What's your take on Brunello?

[Alex @a484t]

@nateliason @TokuHealth @nateliason could you share results, please? considering starting it too

[Alex @a484t]

@DeionSanders Walkolution 2. Key difference is that you control the pace. Plus a comfortable back rest. Pricey, but a different league

[Alex @a484t]

@CoachDanGo Loop dream for sure

[Alex @a484t]

@buccocapital Best product wins. Models are commodity. But Claude is just so much better for my tasks.

[Alex @a484t]

@raagulanpathy F1 month is actually the worst in the year

[Alex @a484t]

@raagulanpathy Have you ever been to Monaco?

[Alex @a484t]

My banker says Blackstone US has about 26% of the portfolio in Software. The EU has about 35%. But he thinks its important here to make the distinction between the mid-market SaaS that is getting crushed and the type of software that Blackstone lend to (mega-cap B2B software that is doing absolutely fine). Blackstone bought an AI Consulting business 2.5 years ago – half their time is spent on seeing how AI improves portfolio companies and the other half on how it can threaten them. They have been monitoring the moves we are seeing now for a few years and the current news flow is not really representative of what is happening at portfolio level, especially in European credit.

The funds have not seen an increase in redemption rates (BCRED was below 5% for Q4 and remains in net inflow), ECRED has barely any redemptions but it is a younger fund.

I clearly don’t have a crystal ball (or spend time on X like Mr Weinstein) but I do have the pleasure of spending a lot of time with people who actually manage these funds (and who give me very useful insight on their portfolios but also that of their competitors). And for me, senior direct lending today is a lot better risk than most parts of public fixed income.

Thoughts?

[Alex @a484t]

@IceCapGlobal I own some BCRED/ECREDand apollo AAA, mostly in euros. What could be a protection?

[Alex @a484t]

@ivanburazin Do you think agents will make it simpler/cheaper to use complex enterprise grade systems, bringing new customers that were using lower class systems, hence offsetting possible per-seat revenue decline?