AGM Alts Weekly | 10.26.25: From Meta to mega…

Oct 26, 2025

AGM Alts Weekly #126: Making private markets more public, every week.

1 Comment

What's your take on the shortfall Bain points out? Is this telecom all over again where spend got way ahead of revenue?

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts