· 4 min read
Private Equity's AI Army Is Here. What Happens When the Engineers Leave?
Embedded teams can move AI into production quickly. The buyout return depends on whether the capability survives the next owner.
Some personal notes and essays from The Forward Curve, where I cover the finance, AI, and what’s getting repriced.
Embedded teams can move AI into production quickly. The buyout return depends on whether the capability survives the next owner.
Open weights are helping firms turn institutional judgment into models they can control. Every claim of ownership still carries a supplier underneath it.
AI can now answer buyers and move loan data into official books. When something breaks, the firm needs to show who approved what.
100% of private credit firms plan to adopt AI. Only 2% have the governance infrastructure to make it work.
Disclaimer: My views and opinions expressed here are solely my own and do not necessarily reflect the position of my employer or any other affiliated organizations. Nothing contained in this blog should be construed as investment advice.