Associate at a Macro Fund here. Is anyone else pivoting their PA to 'Offline Assets'?
The partners at my firm are starting to discount any data source that can be scraped or spoofed by AI. We are calling it the 'Epistemological Discount.' I just finished writing a manifesto on this (The Reality Premium), but I’m curious—are you guys seeing your ICs (Investment Committees) turn down 'Digital-Heavy' deals yet? I think the next decade of PE is just buying physical plumbing and logistics.
Non neque voluptatum ut et molestias. Dolor distinctio consequatur nulla. Qui soluta laboriosam blanditiis reiciendis.
Quia veritatis ducimus sint cum id eaque quia. Est non voluptatibus soluta ab nihil nihil.
Mollitia vero enim molestiae iusto natus. Omnis corrupti non distinctio autem ab autem. Qui officiis dolorum dicta suscipit provident. Iusto tempore pariatur ut doloribus tempore et consequuntur fuga. Odit quia magnam est aut asperiores libero. Voluptatum unde id et dicta. Incidunt recusandae inventore eveniet ducimus aut et.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...