So, what do we think about Private Inequity?

This guy blew up on Twitter a couple months back and while I initially found his views on deal framing, interview demeanor, etc. valuable, I end up find him quite annoying and not value-add these days. Some of my pet peeves are:

1. Holy god, a graphic framework for everything. Like yes, I understand the need for structured thinking and some of his catalogs of the levers that drive returns are useful. But for the love of Victor Cheng, having so many of these is counterproductive. What's the game plan here, a PE ASO / VP consults one of the dozens of "templates" for every work situation? At some point smart guys are identified by their ability to simplify, not complicate, and there's very much a kitchen-sink approach being employed here that reeks of midwit.

2. His advice is weirdly "too senior" for the roles he gives it to. He talks about how Associates should make power moves at IC, how young VP's need to be personally negotiating make-or-break terms, etc. and it's just so off for anything above LMM (and even hit-or-miss there). He acts like everyone on a deal team is personally running point on like a major division of each of their portcos and, like, above a certain fund size no.

3. Just a hard-on for all things operational. He's admitted his dream is to basically just be a project manager in industry, which, great! Who am I to question or criticize that? But phrasing that approach as typical in "normal" PE firms is wild. The guy made an hour-by-hour schedule about how to conduct a "supervisor boot camp" and impart lessons on coaching for Christ's sake. A great idea for GE, but not really suited to aspiring PE professionals, and honestly misleading marketing for what the job is like.

4. Really weird obsession for his banker dude James that he brought over. He talks about this guy like Warren Buffett had IVF with Seth Klarman. In all likelihood he was prob just a top-bucket at Harris Williams.

Overall I just really wanted this guy to be a cool resource when he first popped on the scene but now it seems like a massive midwit grift, which is both massively disappointing and extremely annoying.