PE partner: AI readiness is about knowing what one finished task costs today

alex_verem · x · 2026-10-11

An operating partner who has driven value creation across a dozen portfolio companies argues that AI readiness isn't about which model a company picked — it's whether anyone can tell you what one finished task costs today. If nobody can price the task, nobody can prove the agent made it cheaper. The core friction in PE value creation has shifted from technology adoption to unit-economic measurement.

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