The exit window opens for everyone. Only the prepared walk through.
a16z's new test for software premiums, and what it means for your portfolio
When the hype premium fades, only portfolio evidence holds value
The EBITDA growth bar has doubled. Can your portfolio see it?
Apollo's $350M bet on daily marks puts portfolio data on the clock
Chips and power are scarce. Connected portfolio data is scarcer.
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
