Dry Powder: The Private Equity Podcast
We asked six leading investors at Vista, Hg, Advent, CVC, KKR, and Apollo where AI is creating value today—and what it will take to unlock the next wave of transformations.
Over the last year, AI has shaped almost every conversation we’ve had on Dry Powder, and from my vantage point, what I see is a tremendous amount of experimentation, but not yet a lot of transformation.
You can listen to this episode of Dry Powder and catch future episodes by subscribing on Apple Podcasts, Google Podcasts, Spotify, or wherever you may listen.
The industry still hasn’t hit that steep portion of the S-curve where investment institutions and portfolio companies are being transformed. The challenge is actually making that happen, because unfortunately, technology adapts, moves, and evolves much faster than human beings.
Today on the show, we’ll hear how some of the sharpest investors I know are tackling exactly that challenge, drawn from my interviews with Vista’s Robert Smith, Hg’s David Toms, Advent’s John Maldonado, CVC’s Rob Lucas, KKR’s Pete Stavros, and Apollo’s David Sambur.
Regular listeners may recognize some of these excerpts, but hearing them together offers something new: a snapshot of where the industry’s leading investors believe AI is creating value today, and where both the technology and their organizations still have room to evolve.
In our podcast series, Bain's Hugh MacArthur interviews leading experts on the trends and opportunities that will redefine the private equity industry.