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@MersenaryPE

PortCo observations

Katılım Şubat 2026
128 Takip Edilen49 Takipçiler
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H@MersenaryPE·
@EricJorgenson Another instant classic from Elon
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Eric Jorgenson 📚 ☀️
Eric Jorgenson 📚 ☀️@EricJorgenson·
"Read books, because the data rate of reading is much greater than when somebody is speaking. What’s the output rate of speech? A couple hundred bits per second, maybe a few thousand per second if you’re going full tilt. You can get several times that by reading. The main reason I didn’t go to lectures in college was because the data rate was too slow." --@elonmusk
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Matt Shumer
Matt Shumer@mattshumer_·
If you implement AI for companies, DM me
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H@MersenaryPE·
@JamesonCamp I vibecoded my first ever AI native PE software (fund-level) on emergent - great experience Will be exciting to use wingman
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James Camp 🛠,🛠
James Camp 🛠,🛠@JamesonCamp·
I watch people spend $3k/mo for OpenClaw and they break every day & are a security nightmare most people dont want ANY of that. My mom isnt technical. she wants something simple that works This is the first AI agent Id tell my mom to use...
Mukund Jha@mukundjha

We help founders and business owners build real and reliable software with @emergentlabs But once you ship, the real work begins: customers, ops, follow-ups, reminders, hiring. Endless small tasks Today we start taking that off your plate Introducing @buildwingman beta

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B@itswithinme_·
AI is amazing but will never replace the alpha of personal judgement calls when making big business decisions or decisions for clients AI + a guy who trusts his gut in the midst of war = unbeatable
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H@MersenaryPE·
My experience of running an AI firm that works with Private Equity: 1. The industry is very cutthroat. Position yourself accordingly. 2. The lower-middle market is a different universe when compared to the middle and upper-middle market. 3. If you can’t track time saved / ROI, you may as well deem your solution useless. 4. Operators in PE are the best bullshit detectors on the planet. 5. There are no (or very few) 2nd chances.
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H@MersenaryPE·
@boardyai AI for PE
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Boardy
Boardy@boardyai·
Pitch me your company in 3 words
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H@MersenaryPE·
@Matt_Titan_ Matt - we should have a conversation Might be some whitespace we could explore here
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Matt Titan
Matt Titan@Matt_Titan_·
I am building a private equity firm called TLG Equity, CEO of our first portfolio company in the roofing space, and startup founder. We’ve triple revenue in under 2 years and improved EBITDA margin from 2% to 18%. I’m building in public. A lot of people talk about building publicly. On the flip side, a lot of people also say to keep your head down and build quietly. We have a few million committed to expand or go find the next deal from partners at some of the biggest PE and VC firms out there. Do people like hearing about this?
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H@MersenaryPE·
@PadraicMcC Happy birthday! What real implementations of AI are you seeing/actively using in some PortCo workflows? An honour
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Padraic McConville
Padraic McConville@PadraicMcC·
44 today (🥳) & am traveling on two flights with my little guy to have dinner w/ my twin sister. pending any travel mishaps (it will happen!), happy to dive into all things PE (fundraising, small vs mid cap, sourcing, team-building) & 1977 grateful dead if people wanna chat 🤘
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Alex Branford
Alex Branford@BranfordEquity·
Officially the Finance Coach for @whop X's mastermind - working with the best online businesses in the world on structuring, cash flow, and turning revenue into real wealth through exits. Thanks @kyrinahlis and @RyanClogg for bringing me in. shoutout to @jeremynickmoser
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H@MersenaryPE·
@investingluc Have someone I know exploring a similar thesis who I’m helping with the AI infra part Could be worth a chat
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Luc
Luc@investingluc·
I don’t talk about privates too much on here but for my vc/pe friends…im looking at deals in the fire protection industry. Thesis is that increasing ai infrastructure buildouts (driving a surge in always-on electrical envts) = asymmetric fire risk…paired w the shortage of skilled trades people = supply/demand imbalance. Feels early too. Regulation + relationships are the moat. huge second order winner of ai revolution. dm me if involved/connected in this space.
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H@MersenaryPE·
@itswithinme_ Congrats. Excited to see what you do in the arena. All the best.
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B@itswithinme_·
Today is my last full time day at my W2 Many lessons learned over the past year especially, which I will share on here Most importantly, you must learn to trust the conviction placed inside of you. The truth is you know at Time 0 what the right decision to any decision point is. Don’t wait until Time 150 to make the decision. You lose time, yes. Worse, you lose internal peace battling with your conviction. Make the decision.
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H@MersenaryPE·
@exec_sum Genius
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Exec Sum
Exec Sum@exec_sum·
BREAKING: Elon Musk is requiring Wall Street banks working on the SpaceX IPO to buy Grok AI subscriptions Some banks have already agreed to spend tens of millions and started integrating Grok into their IT systems The IPO could generate $500M+ in fees
Exec Sum tweet mediaExec Sum tweet media
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scrape 2026
scrape 2026@nerdcircus_·
i tweet abt this a lot, but i think it’s so cool when someone goes all in on their art & just lives it 100% i’m a corporate-y person & there are things i like abt that too but, esp in this day & age, it’s a different thing entirely to risk it all on your art
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H@MersenaryPE·
@JesseTinsley X hall of fame right there
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Jesse Tinsley
Jesse Tinsley@JesseTinsley·
Second time this year Elon has like one of my tweets. Let’s go!!
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H@MersenaryPE·
@PadraicMcC Cool to see someone else in the same space :)
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Padraic McConville
Padraic McConville@PadraicMcC·
our friends at nimble gravity (data / ai consultancy) updated their public-facing "ai in private capital" materials. includes some great case studies across IB, credit, and PE. you can check it out here: docsend.com/view/usibxbn64…
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H@MersenaryPE·
@elonmusk Sounds like something out of Dune Sheesh
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Elon Musk
Elon Musk@elonmusk·
Orbital March of the Ten Thousand
Elon Musk tweet media
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H@MersenaryPE·
Trying to articulate that AI is an open battlefield Operators at every experience level are in said battlefield The more experienced ones that understand GTM, offer building, sales are able to offer a better (and more expensive) product The latter are using it as their first ever side income from the internet Both are flourishing :)
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James Camp 🛠,🛠
James Camp 🛠,🛠@JamesonCamp·
@MersenaryPE Ahh you’re saying people selling $250 a month services probably haven’t built much before in their lives! Sorry I get it now
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James Camp 🛠,🛠
James Camp 🛠,🛠@JamesonCamp·
There are 10k people selling “ai implementation” But how many of them have actually ever in their lives built a successful business, know how to figure out rev ops, management, back office, workflows before And truly owned a P&L Maybe us and 2 other firms here
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H@MersenaryPE·
Trying to articulate that AI is an open battlefield Operators at every experience level are in said battlefield The more experienced ones that understand GTM, offer building, sales are able to offer a better (and more expensive) product The latter are using it as their first ever side income from the internet Both are flourishing :)
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H@MersenaryPE·
@thesamparr Rosedale is beautiful We’re building similar solutions for private capital
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Sam Parr
Sam Parr@thesamparr·
My buddy runs a company helping manufactures implement ai. He showed me the leads he’s getting. It’s nuts. Family businesses I’ve never heard of making $100m a year. They know the need ai but no idea what to do. Crazy how much momey is out there
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