We ran an analysis on some of the biggest Private Equity assets and acquisitions. Is the explosion of this space a bubble, or is there something deeper happening here? 3 CEOs debate!

Chapters:

00:00 – Private Equity's Reach

05:00 – The Broader Impact of Private Equity

10:00 – Toll Roads, Robert Moses, and Infrastructure Power

15:00 – What It's Like to Work for Private Equity

23:50 – Inside Vista and the Private Equity Playbook

27:50 – Preparing for a Private Equity Acquisition

30:50 – Founder Perspectives on Being Acquired

38:10 – The Role of AI in Private Equity

40:00 – OpenAI's Product Velocity & Sora 2

44:30 – Art, Compute, and Culture

48:00 – Technology, Purpose, and Human Play

51:20 – The Optimistic Lens

54:00 – OpenAI's Velocity and Strategic Position

56:00 – Market Reactions & Acquisitions

58:30 – Microsoft's Response

1:00:50 – Culture, Standards, and Leadership Lessons

1:04:50 – Closing Reflections

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