Tanay Jaipuria(@tanayj):Some good stats on today's private markets from Warren Gibbon: • Hyperscalers are ~70% of total US corporate capex this year • 12 firms account for ~3/4 of 2026 venture fundraising • Mid-market buyout multiples are 12x EBITDA vs 8x a few years ago (h/t: @davidweisburd podcast)

Tanay Jaipuria

@tanayj

partner @wing_vc investing in AI applications, infra and physical AI. opinions, analysis, and banter on technology and business

가입 October 2008

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Tanay Jaipuria@tanayj

2026.10.02 02:11

Some good stats on today's private markets from Warren Gibbon: • Hyperscalers are ~70% of total US corporate capex this year • 12 firms account for ~3/4 of 2026 venture fundraising • Mid-market buyout multiples are 12x EBITDA vs 8x a few years ago (h/t: @davidweisburd podcast)