News & Trends

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AI adoption across PE portfolios has roughly doubled year over year. EBITDA contribution has not. The gap isn’t the model,…
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Every business plan reflects what you already believed going in. Planning rituals are designed for alignment, not scrutiny and the…
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Every PE-backed company is running the same frontier models on the same public data which means model access is not…
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Between 80 and 95 percent of AI pilots never reach production and in PE-backed companies, that failure is funded against…
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Most founders treat the AI build decision as a budget question. That framing gets it wrong from day one. Two…
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The regulatory fog blocking PE AI investment just lifted and the window to act is open but won’t stay that…
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AI tutoring works. The evidence is real. But every democratizing technology has followed the same pattern — benefiting the already-advantaged…
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World Models help organizations simulate outcomes, encode institutional knowledge, and build AI systems that improve with every decision made….
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Software multiples compressed from 18.6x to 6.1x in two years and the comfortable middle is gone for good. Most software…
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The app that never shipped is usually the one that changed everything. Not because of what got built but because…
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