Mid Cap PE CFO - 2nd edition

@totalreporter @grok Über wen wird hier gesprochen?

Wir schauen gerade einem Schriftsteller beim Verhungern zu. Und ich finde, die Leute, die ihn gerade überall einladen, sollten lieber mit ihm reden. Und ihm Hilfe anbieten. Ihr tut doch immer so als wärt ihr Freunde.

@coreyganim Never been to Asia?

Never met a millionaire with an android

Since Germany struggles to intervene in its external accounts due to EU/ECB constraints, the future likely holds either efficiency or erosion. With the current political establishment entrenched for two decades, they are paralyzed by the "sunk cost" of their own legacy; admitting to mismanagement would be self-indicting. This leaves two paths for reform: an outsider party (potentially far-right) dismantling the bureaucracy by force, or, if lucky, an internal personnel revolution within existing parties. Without one of these, the system remains unable to negate its own decades of failure.

I agree, and that's a problem in many countries, but they really only have three options: resolve the structural problem and boost domestic productivity, intervene extensively in their external accounts to neutralize foreign competitiveness (even without boosting domestic efficiency), or allow the erosion of their manufacturing base

Germany's reluctance to invest in productive infrastructure isn't a sign of thriftiness, nor does it help Germany keep its debt burden low. If the investment is productive – i.e. if it creates more economic value than it costs in economic resources – then almost by definition the investment will cause GDP to rise by more than the debt rises, and German's associated debt burden will actually decline. The point is that if German infrastructure is in bad enough shape to have become a constraint on productivity growth – and almost everyone agrees that it is – then borrowing to fund infrastructure investment will not only accelerate productivity growth, it will also reduce the debt burden by creating more than enough additional real income to service the additional debt. Granted that it is difficult for a large economy to change institutions and growth models, including fear of debt, that have been in place for decades, but sclerosis isn't strategy, and as East Asian economies fight to continue increasing their share of global manufacturing, while the US works to reverse the decline in its own manufacturing share, it is precisely countries like Germany, for whom manufacturing currently represents a much larger share of the economy than in the rest of Europe, that will pay the highest cost for doing nothing. wsj.com/world/europe/g…

Would be great if slow grid operator would actually allow for enough cheap battery…. And not earn money on being slow.. See for reference Texas Ercot with more wind and solar respectively and getting that managed. Plus it’s public holiday an May 1…

@F0ODHub Stronger White Wine, Riesling from Germany, Nahe Region. Gut Herrmannsberg Kupfergrube or Felsenberg.

What drink goes best with this?

@buccocapital Which provider offers that?

@TheSalonDon Who is the provider?

The Don is having a baby We have 4 beautiful healthy embryos We might end up having all 4 but which one would you choose first?

@SecretCFO @buccocapital Agree

@buccocapital Honestly I think most big companies outside tech haven’t got much further than adding copilot to M365 yet …

Pretty crazy how risk averse and just generally slow some companies are being with AI adoption Going to get run over, and a huge disservice to their employees If you work somewhere like that you probably need to get another job tbh

@INVESTMENTSHULK LOL, aren’t we supposed to be living in all the hellwholes?

THE EUROPEAN MIND CANNOT COMPREHEND PHILADELPHIA. THE CLOSEST THEY HAVE EXPERIENCED IS STALINGRAD.

@ClassyGntleman Cartier

Which one are you choosing?

@GlobalWatchClub Yes

The Cartier Roadster has returned! Would you buy this watch?

@Tiefseher Elektronischer Personalausweis. Mehr Digitalisierung, nicht weniger…

Die Rückkehr von Post-Ident im Zeitalter der KI-Videos? Long DHL Group?

@pip_net Or say it differently. Meta AI is used by everyone using Instagram, which is a sample of the population. While Claude is used by coders, data analysts for work, and then I assume also used personally via enterprise license and/or by freelancers in that space etc.

@BearlinCapital Rather independent professionals?

"Woke" Anthropic model used by the high-income elites, while Meta, Google, Grok are the tools of the (non) working class?

@aakashgupta Have you used Claude recently? A $20 subscription gets you ti the 4th of the month…

Anthropic just turned the entire BI stack into a checkbox in a $20 subscription. Tableau charges $75-$115 per user per month for what Cowork now does in a prompt. Looker's enterprise floor starts around $30K a year. Retool raised at a $3.2B valuation building exactly this: dashboards connected to your apps and files, refreshed with live data. They hit $120M ARR last October on it. Claude Pro is $20/month. Cowork is included. The dashboard, the data connection, and the auto-refresh are now one prompt and a connector approval. The pitch for $75/seat Tableau was always the connectors plus the visualization layer. Cowork has the connectors (Slack, Salesforce, Drive, Asana, Jira) and Claude writes the visualization in 30 seconds. The pitch for Retool was that engineers could ship internal tools in hours instead of weeks. Cowork ships them in minutes for people who can't write a SQL query. Every internal tools team at every mid-sized company exists because "live pipeline metrics view" used to require a Retool license, a data engineer, and two sprints. That whole job description is starting to compress into a chat message. Tableau, Looker, and Retool all priced on the assumption that dashboards are scarce and creators are rare. Cowork inverts both. Every employee can build their own dashboard. Fewer Creator licenses, fewer Explorer licenses, fewer Retool seats per company from here. Cowork isn't the BI category killer yet. But it's coming for the seat count, and the seat count is the whole business.

@HealthcareREguy Starts with Model agnostic, routes each task to best capable / most cost efficient model. Exactly what you would have liked, I assume, as Apple Siri… Also has more connectors to apps.

Maybe I'm missing something, but how is this superior to Claude Cowork?

@paulswaney3 As always would be great to get a view. Also thinking to move from portfolio to PE currently.

@PEoperator LPs

Who is defending private equity outside of people in private equity?

Die SPD-Kandidatin teilt laut einem Schreiben ihrer Anwälte, das dem @sternde vorliegt, mit, dass ab dem 13. April ihre Krankschreibung endet & sie dann in die Elternzeit startet. Die Kandidatur als Bürgermeisterin habe ihr bei der Genesung geholfen. (Das alles ist echt.)