The Icahnist (@TheIcahnist)

Venture Capital is dead. Long live Private Equity. Lightspeed. Thrive. a16z. Sequoia. They’re buying and rolling up companies like Private Equity giants. Silicon Valley is turning into Private Equity Valley🧵👇 ...

3 investors bought 30 YT kids’ channels. → Scaled to $100M EBITDA in 3 years → 50% margins → Sold for $3 BILLION to Blackstone The ultimate media roll-up playbook👇 ...