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For Blackstone, Private Credit Fears Miss the Big Picture

Private credit has turned from a growth opportunity to a source of worry for investors that own shares in big asset managers. Anxieties about how the rise of AI could hurt software companies that have borrowed hundreds of billions have escalated the concerns about the sector that started brewing last fall. In recent months, investors in several high-profile private credit funds have rushed to pull money out, in some cases forcing funds to cap their withdrawals. Meanwhile, shares in big...

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Ivan FatovicCeo, Founder OfModamily
on… A Claude Catharsis: Accepting When Your Life’s Work Becomes Free and Abundant
Experiencing this firsthand right now. Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions. This weekend, I rebuilt a comparable version myself in two days. Same founder. Same product instincts. Radically different leverage. The builders who adapt to these tools are going to compound advantage very, very quickly.
Jordan GushurstPresident And Owner
on… SpaceX’s Starlink Makes Land Grab as Amazon Threat Looms
I think it will be fascinating to see how Amazon LEO prices their services and also how the Chinese mega constellations price LEO BB in the developing world. Musk has not made many friends with Starlink's bullying tactics and I expect the Chinese to be priced aggressively like they do in other strategic segments. I think buyers of the SpaceX IPO are facing far more pricing / margin risk then they are expecting.
Yelena AmbartsumianFounding AttorneyAMBART LAW pllc
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The stablecoin fight is a proxy battle over who gets to be the next deposit‑taker in the U.S. financial system. The irony, however, is that, at the end of the day, crypto currencies are just not easy or practical to for everyday use. We've had a decade + of Bitcoin and other cryptocurrencies (ETH), where real-world experience has failed to catch up with the hype.
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