Debate over AI-native private equity and terminal value

A debate on AI capital structure: proponents argue AI-native private equity is key as compute drives capability gains, while critics say 5-10 year holding periods are badly mismatched to terminal value. Citing Carl Shulman, some expect modest growth until full automation triggers an explosive takeoff.

2026-10-25 ~ 2026-10-25 · 3 related posts

• Fully automation-first: Shulman's view says explosive growth only comes after humans leave the loop — abhiadesai · 2026-10-25
• AI-native PE debate: ChatGPT's virality may have pulled timelines more than any breakthrough — R3gretting · 2026-10-25
• AI-native PE debate: underwriting 5-10 year holds on these assets 'deeply incorrect' — abhiadesai · 2026-10-25