Topics & People

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Companies directed by their founders, often characterized by resilience, an inward building focus, and a 'chase winning' mentality.

Blue Origin
Organization

A commercial space firm building lander test vehicles in coordination with NASA's Artemis program.

An investor and entrepreneur known for bidding on legacy internet companies to operationalize them.

Ron Baron
Person

Billionaire investor who encouraged Bill Ackman to invest in SpaceX.

CFO of OpenAI, praised by Bill Ackman for her thoughtful explanation of the company's capital commitments.

Blackstone
Organization

A prominent private equity firm underwriting the residual value of GPUs in Nvidia's financial marketplace.

Co-founder of Blackstone, who agreed to write a fairness opinion on the spin-off of Tim Hortons.

Tim Hortons
Organization

Canadian coffee and donut chain spun off from Wendy's after Bill Ackman's activist campaign.

Revolut
Organization

A financial services company using ElevenLabs' AI voice technology.

A new index proposed by Thomas Laffont encompassing eight dominant private or recently public tech companies.

The ecosystem of private tech companies valued at over $1 billion.

Investor who presented at the Liquidity conference.