It's all intuitive, but I get the distinct feeling they took a big decision toward conscious reality distortion at the top. Not just to shore up credibility of their investment theses to LPs, but to will the very success of their investments into being. Maybe that's just natural for equity flippers on a particular time scale with enough management fees and brand rec: grease both sides of the two-sided market you turn in. Envelop as many minds as you can.
They route systematically important gobs of capital. I guess I just keep watching the space, to note the content and timing of their big investment-theme announcements. Stick to headlines and leads.
I do wonder who the other 5,000 words are for.