אודות פרק זה
MENA raised its biggest AI fund yet last week in Saudi Arabia.
While in the last six months, VC M&A exits across the region fell to 16, down from 48 in 2025. So does the region have an exit problem, and where does its liquidity come from now?
In this episode: why Friday's jobs shock flipped the Fed from cuts to a possible hike, and why expensive money is now the weather for everything, including exits. Why the Gulf is deploying its biggest checks ever, and doing it outward, with $15B of deals closing at LEAP in a single day.
And the payload: the three exit doors, IPO, M&A and secondaries, all jammed at once. The 2,626-to-8 funnel and why chasing unicorns was the wrong target. Why DPI is plumbing, not performance. And three things government can actually do about it.
New episodes every Monday. Follow the show, and send your take to the comments.
Data: MAGNiTT.
