Host of The Information's daily briefing show TITB, leads conversations with reporters and industry experts on tech and finance news.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Private equity firms like Blackstone are partnering with AI labs to create JVs that serve their own portfolio companies, creating a flywheel where PE firms refer portfolio companies to the JV for AI-driven cost reduction and efficiency gains.