The Ones Who Walk Away From the Torment Nexus

@thechrispaduan.bsky.social

Photographer, gamer, software engineer, deeply disappointed optimist. Tell the ones you love that you love them. Some day they'll be gone (or you will). Also at: Mastodon: http://sfba.social/@thechrispaduan The Bird Place: same handle as here

“If you strip away the capital structure and the AI disruption risk, the operating profile of most of these companies looks really healthy,” Bro. There is a lot to unpack in this story. Private equity buying companies based on ARR going up as it always has? Also, P4 is owned by Private Equity? 😕

Jesse Felder@jessefelder.com · 14h ago

‘The moment of truth is expected to come when the software companies need to refinance the debt that was used to finance their buyouts. Across private lending there is more than $150 billion of software company debt coming due between now and the end of 2029.’ www.bloomberg.com/graphics/202...

Xbox CEO Asha Sharma visited Bethesda Game Studios offices yesterday and CWA union members inflated a giant rat, known as Scabby, to protest the ongoing Xbox layoffs. They also planted red flags to represent each person laid off by Xbox recently

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With everyone obsessing over a handful of DSA candidates, the broader trend that might be getting missed across the country is that lots of Dem primary voters seem to have decided it is time for a new generation of younger nominees in lots of places.