PE earnings calls reveal 6 AI trends: funds embed engineers in portcos, tie AI spend to EBITDA
alex_verem · x · 2026-10-25
Citing mardehaym's takeaways from this quarter's PE earnings calls: funds are embedding their own AI engineers inside portfolio companies; CFOs see more PRs than ever but codebases aren't improving; dev vendors not using AI are being challenged on fees; AI work must be priced against EBITDA upside with attention to revenue per FTE; every portco runs its own AI experiment with nothing carrying over; new board seats exist mainly to pick AI vendors. Funds making progress are getting one workflow working at a time.
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