AI-native PE debate: underwriting 5-10 year holds on these assets 'deeply incorrect'
abhiadesai · x · 2026-10-25
Continuing the debate with R3gretting on AI-native private equity: the author agrees app-layer companies and AI PE approaches are valuable for bridging the revenue gap, but argues it's a terminal-value question — underwriting 5-10 year holds on these assets seems deeply incorrect, implying AI iteration will outpace traditional PE holding-period assumptions.
Related event: Debate over AI-native private equity and terminal value(3 posts)→