BOD Weekly | June 9, 2026
Google will pay SpaceX 20M a month for compute. If the world's largest compute owner can't meet its own demand, what does that mean for everyone else?
PE Is the New Enterprise AI Sales Force
On May 4, OpenAI and Anthropic both chose private equity as their enterprise AI distribution partner. Same model. Same day. Here is why PE won the channel.
PE Value Creation Newsletter: Issue 1
Blue Orange Digital PE Value Creation Newsletter Issue 1 · April 2026 Welcome to the inaugural issue of the PE Value Creation Newsletter from Blue Orange Digital. Each issue brings you data-driven intelligence on the forces reshaping private equity returns, from macroeconomic signals and LP sentiment to AI infrastructure and