▶ The Carry Brief · Podcast

The week in private equity, in six minutes

Every Sunday, West reads the throughline across the private equity podcasts that matter, what it signals for deals and capital. The listen-on-a-walk companion to the written edition.

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Episodes

Every Brief

Sunday, July 19, 2026 · 6:48

The software valuation gap, walking away post-LOI, and AI8

Public buyers are beating private equity by manufacturing their own effective multiples.

Sunday, July 12, 2026 · 6:01

Weaponizing deal structure, the safe asset illusion, and AI models

Plus: Why the "widest moat" strategy actually stunts growth, and how venture investors limit adverse selection.