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Curated tech posts from X on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
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Lead Edge's Mitchell Green says it's not "just software" at risk. Any industry where PE overleveraged should expect "very low single-digit IRRs": "You don't think the private equity firms overpaid for industrial companies or services companies?" "I tend to believe where AI is going to be disruptive is if a private equity firm bought a company, put a ton of leverage on it, and it's been running it for margin because they need to drive margins to pay the debt load, because they put too much…