Cheap Intelligence, Expensive Dependence

How Imported AI Can Raise Productivity While Tightening the External Constraint

The $16.3B Take-Private, AI’s M&A Takeover, and Saudi Private Credit

AI Is Rewriting the Dealmaker’s Job Description

For decades, much of the dealmaker’s edge came from the ability to process more information, move faster through diligence, build better target lists and keep track of hundreds of details across a transaction.

Private Capital Is Funding the AI Buildout. Rates Still Decide the Math.

HOW PRIVATE INVESTORS ARE INVESTING IN AI

How allocator demand, infrastructure, geography and company formation are reshaping private-market exposure

Six AI Myths Private Equity Needs to Retire

Private equity has moved past asking whether AI matters.

Why Hall and Woodford Matter Now

The Nobel Framework Behind Today’s Macro Signals, and What It Means for Private Equity

Integration Is Becoming the Real Add On Risk

Integration on Add-Ons, Direct Lending, and the FED reprisal of PE

Add Ons Are Easy to Announce. Integration Is the Real Test.

Private equity has spent years refining the buy and build playbook.

The AI IPO Valuation Dilemma

AI IPO revenue vs valuation, PE Distribution, and US growth resilience

America’s Growth Engine Is Running Hot, but the Cost of Capital Is Running Hotter

The US economy is sending investors two very different messages.

How Lufthansa Uses AI to Transform Airline Pricing and Revenue Management

Airlines have practiced revenue management for decades, but artificial intelligence is changing the level at which pricing decisions can be made.