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The AI discussion in most PE board meetings follows the same script. Someone mentions AI. The CEO says they are "exploring opportunities." A board member asks if they should hire a Chief AI Officer. The operating partner suggests starting with a use case. Everyone agrees that is sensible. Nothing happens for six mo…

Same disruption. Four very different panic responses. McKinsey is compressing the pyramid. Fewer people, more Lilli, more outcome-based fees. The strategy is basically: protect the advice layer and use AI to make the machine underneath less embarrassingly bloated. BCG is scaling. More people, more India, more BCG…

Private equity isn’t evil. It just has the terribly unfashionable habit of needing to make money. Same job title. Same office. Same “thrilled to share” LinkedIn announcement that reads like it was typed at gunpoint. Completely different job. The numbers are fairly brutal. CEOs at public companies average about 7…

The AI discussion in most PE board meetings follows the same script. Someone mentions AI. The CEO says they are "exploring opportunities." A board member asks if they should hire a Chief AI Officer. The operating partner suggests starting with a use case. Everyone agrees that is sensible. Nothing happens for six mo…

PE has a trillion dollar constipation problem. The industry calls it dry powder, because apparently “we raised too much money at the top of the market and now can’t find enough deals that clear the math” was a bit long for the annual meeting. Bain says roughly a quarter of that capital has been sitting for more t…

Private equity isn’t evil. It just has the terribly unfashionable habit of needing to make money. Same job title. Same office. Same “thrilled to share” LinkedIn announcement that reads like it was typed at gunpoint. Completely different job. The numbers are fairly brutal. CEOs at public companies average about 7…