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Sourcery
Molly O'Shea interviews leading investors, CEOs, and founders about technology companies, markets, and company building.
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How Apollo, Citadel, Blackstone, & Bridgewater Built Their Brands
Prosek’s contrarian bet that finance would pay for offense-mode branding was validated after the GFC and by a later push into private markets, PE, VC and credit.The next competitive battleground is the “digital blink”: third-party content shapes Google and LLM impressions, while fundraising pressure makes brand efficiency across talent, deals and capital worth monitoring.
General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja
Anthropic is adding $10 billion of revenue a month and NVIDIA added $1 trillion of market cap in 100 days, highlighting AI-era scale concentration.GC’s counter-bet spans seed, Creation, and Customer Value Fund strategies, while 15x-to-3x revenue-multiple compression could leave even doubled-EBITDA software equity unrecovered.Leverage coming due in the next five years makes AI transformation opportunities and durability uncertainty key variables to monitor.