7 points | by u1hcw9nx 2 hours ago
1 comments
The same company that applied absurd valuations to AI infra (see below) - I agree with the 'repricing' assessment to a severe degree, but what is one of the main investor's intention here?
https://peinsights.substack.com/p/apollo-and-blackstone-clos...
The same company that applied absurd valuations to AI infra (see below) - I agree with the 'repricing' assessment to a severe degree, but what is one of the main investor's intention here?
https://peinsights.substack.com/p/apollo-and-blackstone-clos...