Your LPs will ask what the AI bill bought.
Lenders priced AI's downside. Most portfolios haven't priced their AI contracts.
The token bill dropped. Your portfolio may never notice.
If AI can pause a default, someone has to prove the damage.
Your portfolio is the real test of whether AI pays off
Valuations, fees and AI claims now need a data trail
Embedded AI engineers can't build on data they can't reach
AI wins the deal, then stalls after close. Here's why.