Mentioned On
Episode Mentions
The David Lin Report · Apr 25, 2026
'Biggest Money Printing In Human Existence'; These Assets Blow Up Next | Jay Singh
“Private equity firm taking zero write-down on $5B Medallia deal; private credit stress indicator”
Iran War Geopolitical Risk & Strait of Hormuz Supply Chain DisruptionPrivate Credit Market Stress & Leveraged Finance DefaultsMoney Printing & Monetary Policy Expansion
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All-In with Chamath, Jason, Sacks & Friedberg · Apr 24, 2026
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
“Private equity firm that acquired Medallia; likely took dividend recaps and is walking away from impaired investment”
SpaceX-Cursor Acquisition Deal StructureAI Coding Model Competition (Grok vs Claude vs GPT)SaaS Valuation Compression and Debt Impairment
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TBPN · Apr 23, 2026
Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN
“Private equity firm taking $5.1B writedown on Medallia acquisition, handing company to creditors after restructuring failed”
Private Equity Software WritedownsAI Disruption of Legacy SaaSMedallia Restructuring and Debt Crisis
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Big Technology Podcast · Apr 4, 2026
OpenAI buys TBPN, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
“Private equity firm focused on enterprise software; exposed to AI-driven disruption of portfolio companies”
OpenAI Media Strategy and TBPN AcquisitionAI Narrative and Public Perception ManagementSpaceX IPO Valuation and Capital Markets Impact
View AnalysisTBPN · Mar 23, 2026
SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
“Cited as example of PE firm with 75 software companies generating $30B annual revenue”
Lunar mass driver technologySpace data centersOpenAI private equity funding
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