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Ken Griffin at Milken: “What the mayor of New York has made clear to my partners, and principally my New York partners, is that we need to double down on our bet in Miami"

Ken Griffin at Milken: “What the mayor of New York has made clear to my partners, and principally my New York partners, is that we need to double down on our bet in Miami"

Wall Street Rollup

2,136,237 просмотров • 1 месяц назад

Andrew Ross Sorkin challenged GameStop CEO Ryan Cohen on how $GME has enough financing to acquire $EBAY

Andrew Ross Sorkin challenged GameStop CEO Ryan Cohen on how $GME has enough financing to acquire $EBAY

Wall Street Rollup

1,606,964 просмотров • 1 месяц назад

Verizon CEO Dan Schulman says they saw a 1,280 basis point shift after replacing some customer service reps with AI agents.

Verizon CEO Dan Schulman says they saw a 1,280 basis point shift after replacing some customer service reps with AI agents.

Wall Street Rollup

464,128 просмотров • 27 дней назад

Steve Eisman: “It's possible the hyperscalers and large AI players are becoming like airlines”

Steve Eisman: “It's possible the hyperscalers and large AI players are becoming like airlines”

Wall Street Rollup

185,017 просмотров • 14 дней назад

Centerview: Analyst work that would’ve taken 3 weeks now takes a couple hours.

Centerview: Analyst work that would’ve taken 3 weeks now takes a couple hours.

Wall Street Rollup

414,502 просмотров • 1 месяц назад

Jim Chanos: "Middlemen should never trade at higher multiples than the company that controls their supply"

Jim Chanos: "Middlemen should never trade at higher multiples than the company that controls their supply"

Wall Street Rollup

131,523 просмотров • 17 дней назад

Apollo’s Marc Rowan Believes Software PE Returns Will Be "Disastrous" "The price they paid reflected a future that did not have AI in it and now there's AI in it."

Apollo’s Marc Rowan Believes Software PE Returns Will Be "Disastrous" "The price they paid reflected a future that did not have AI in it and now there's AI in it."

Wall Street Rollup

278,806 просмотров • 1 месяц назад

Apollo’s Marc Rowan on Redemptions and Software: “If you can’t as a 1L credit manager meet 5% redemptions per quarter, I’ll say it frankly, you’re an idiot.” “If you discovered 8 weeks ago that enterprise software was vulnerable to AI, you kind of weren’t doing your job.”

Apollo’s Marc Rowan on Redemptions and Software: “If you can’t as a 1L credit manager meet 5% redemptions per quarter, I’ll say it frankly, you’re an idiot.” “If you discovered 8 weeks ago that enterprise software was vulnerable to AI, you kind of weren’t doing your job.”

Wall Street Rollup

311,272 просмотров • 2 месяцев назад

NYC Mayor Zohran Mamdani responds to Ken Griffin’s comments yesterday: “I want all New Yorkers to succeed, that includes business owners and entrepreneurs…” “That does not negate the fact however that our tax system is fundamentally broken…” “…We need meaningful tax reform that includes the wealthiest New Yorkers paying their fair share”

NYC Mayor Zohran Mamdani responds to Ken Griffin’s comments yesterday: “I want all New Yorkers to succeed, that includes business owners and entrepreneurs…” “That does not negate the fact however that our tax system is fundamentally broken…” “…We need meaningful tax reform that includes the wealthiest New Yorkers paying their fair share”

Wall Street Rollup

201,526 просмотров • 1 месяц назад

Uber CEO Dara Khosrowshahi: "We Blew Through Our AI Budget in a Quarter" In response, Uber is doing three things: -Slowing headcount growth as AI makes engineers more productive -Reserving expensive frontier models for exploration only and shifting production workloads to cheaper open source models -Capping each employee at $1,500/month per AI coding tool

Uber CEO Dara Khosrowshahi: "We Blew Through Our AI Budget in a Quarter" In response, Uber is doing three things: -Slowing headcount growth as AI makes engineers more productive -Reserving expensive frontier models for exploration only and shifting production workloads to cheaper open source models -Capping each employee at $1,500/month per AI coding tool

Wall Street Rollup

99,031 просмотров • 29 дней назад

Sam Altman alludes to Anthropic’s Dario Amodei’s messaging about AI taking a large amount of jobs as a “terrible message”

Sam Altman alludes to Anthropic’s Dario Amodei’s messaging about AI taking a large amount of jobs as a “terrible message”

Wall Street Rollup

102,137 просмотров • 1 месяц назад

Goldman Sachs CEO John Waldron expects Banking to become automated like manufacturing. “I often describe Goldman Sachs as a human assembly line.”

Goldman Sachs CEO John Waldron expects Banking to become automated like manufacturing. “I often describe Goldman Sachs as a human assembly line.”

Wall Street Rollup

147,274 просмотров • 1 месяц назад

Steve Eisman on private equity's software problem: "Private Equity investments in these software companies…they’ll never get out.” “…The public multiples have been cut by more than half. There's nothing you can do about that." Eisman doesn’t think mergers solve this either given the multiples will still remain compressed.

Steve Eisman on private equity's software problem: "Private Equity investments in these software companies…they’ll never get out.” “…The public multiples have been cut by more than half. There's nothing you can do about that." Eisman doesn’t think mergers solve this either given the multiples will still remain compressed.

Wall Street Rollup

203,789 просмотров • 2 месяцев назад

Steve Eisman is short $FICO “I think FICO very arrogantly raised prices about over 500%…” “Has ticked off literally everybody in the lending world.”

Steve Eisman is short $FICO “I think FICO very arrogantly raised prices about over 500%…” “Has ticked off literally everybody in the lending world.”

Wall Street Rollup

128,211 просмотров • 2 месяцев назад

Brookfield CEO Connor Teskey says investors are concentrating their capital with a smaller number of large, scaled managers.

Brookfield CEO Connor Teskey says investors are concentrating their capital with a smaller number of large, scaled managers.

Wall Street Rollup

85,277 просмотров • 1 месяц назад

Ken Griffin at Milken: “How did you feel about the Mayor’s little video?” “It was creepy and weird.”

Ken Griffin at Milken: “How did you feel about the Mayor’s little video?” “It was creepy and weird.”

Wall Street Rollup

91,756 просмотров • 1 месяц назад

Steve Eisman on the issues in Software lending in Private Credit: “When it’s time to get them refinanced, who’s going to want to lend to them when the equity is less than half?” “The equity value has been obliterated.”

Steve Eisman on the issues in Software lending in Private Credit: “When it’s time to get them refinanced, who’s going to want to lend to them when the equity is less than half?” “The equity value has been obliterated.”

Wall Street Rollup

91,633 просмотров • 2 месяцев назад

The Big Short’s Steve Eisman roasts Software Private Equity investors: "Never underestimate the importance of an excel spreadsheet in the way people think about companies.”

The Big Short’s Steve Eisman roasts Software Private Equity investors: "Never underestimate the importance of an excel spreadsheet in the way people think about companies.”

Wall Street Rollup

87,164 просмотров • 2 месяцев назад

Third Point’s Dan Loeb views semis, semi-cap equipment, and hyperscalers as “the most attractive sector right now”

Third Point’s Dan Loeb views semis, semi-cap equipment, and hyperscalers as “the most attractive sector right now”

Wall Street Rollup

48,652 просмотров • 1 месяц назад

New Mountain Capital CEO Steve Klinsky on private credit: "You would need ten times more losses than are actually happening before that book value is justified." "It's one of the best buying opportunities for credit selection that I've seen in a long time."

New Mountain Capital CEO Steve Klinsky on private credit: "You would need ten times more losses than are actually happening before that book value is justified." "It's one of the best buying opportunities for credit selection that I've seen in a long time."

Wall Street Rollup

88,282 просмотров • 2 месяцев назад