What Kind of AI Cycle Are We Actually In?

What Kind of AI Cycle Are We Actually In?

The question for investors is not whether AI will boom or bust, but who may be unwittingly subsidizing the buildout.

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Avsnitt(161)

Employee Ownership at Scale w/ KKR's Pete Stavros

Employee Ownership at Scale w/ KKR's Pete Stavros

In part two of our interview series, Pete Stavros shares how KKR has scaled employee ownership to 85 companies and 200,000 frontline workers — and why it can be a powerful performance lever when done ...

1 Juli 17min

The Hard Truth About Operational Excellence w/ KKR's Pete Stavros

The Hard Truth About Operational Excellence w/ KKR's Pete Stavros

KKR's Co-Head of Global Private Equity and Partner reveals the rigorous, long-term discipline required to drive real operational improvements.

23 Juni 26min

Bain's Private Equity Midyear Report 2026: Executive Summary

Bain's Private Equity Midyear Report 2026: Executive Summary

Private equity is not in a crisis — rather, it’s stuck. The issue isn’t capital; it’s confidence. Read Bain’s 2026 Midyear Private Equity Report here. Register for our live webinar here.

8 Juni 12min

Software as a Coworker w/ Vista's Robert Smith

Software as a Coworker w/ Vista's Robert Smith

The CEO of Vista Equity Partners explains what it will take to win the “agentic revolution.”

2 Juni 33min

Exiting Well in Tough Markets w/ Apollo’s David Sambur

Exiting Well in Tough Markets w/ Apollo’s David Sambur

In part two of our interview series, the Co-Head of Private Equity at Apollo shares how they return capital well ahead of schedule and how they’re applying “clean sheet thinking” to AI.

26 Maj 19min

Buying Well at Scale w/ Apollo’s David Sambur

Buying Well at Scale w/ Apollo’s David Sambur

We ask the Co-Head of Private Equity at Apollo how he scours “less trafficked” parts of the market and how his team spreads ideas across a disparate set of industries, from casinos to airlines to auto...

19 Maj 23min

New Normal, New Opportunities w/ Triton’s Peder Prahl

New Normal, New Opportunities w/ Triton’s Peder Prahl

In part two of our interview series, we ask the CEO of Triton how higher interest rates, constrained leverage, and rising macro uncertainty are creating fresh opportunities for disciplined  investors.

21 Apr 14min

Buying Before the Theme w/ Triton’s Peder Prahl

Buying Before the Theme w/ Triton’s Peder Prahl

We ask the founding CEO of Triton how he invests in areas “before they become themes," and how he has built an organization that is both deeply entrepreneurial and strictly disciplined.

7 Apr 27min

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