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Insights, analysis, and frameworks shaping the future of private markets

give image alt text6:17 PMClaude responded: Innovation portfolio analogy comparing the Utility Model and Airline Model for LLM providers, with two dark navy cards showing why the electricity comparison f…Innovation portfolio analogy comparing the Utility Model and Airline Model for LLM providers, with two dark navy cards showing why the electricity comparison falls short and why the airline model better predicts where OpenAI and Anthropic are headed.

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Are LLM Providers the Next Utility Companies? Why the Analogy Falls Short

With Anthropic filing for IPO, the debate on the future of LLM providers is heating up. Some have compared these companies to electric utilities. Over time, these services will ...

Dash Bibhudatta • Jun 29, 2026

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4:07 PMClaude responded: Modern office with floor-to-ceiling windows flooding the room with natural light, professionals gathered around a conference table with glowing screens, dark n…Modern office with floor-to-ceiling windows flooding the room with natural light, professionals gathered around a conference table with glowing screens, dark navy tones, representing AI tokens as a strategic business resource rather than an IT cost.

Tokens Are Not IT Spend. They Are a Factor of Production.

The world is waking up to token costs. For firms serving mid-market private equity and advisors, this has always been a central concern. But before getting into the tactical mec...

Dash Bibhudatta • Jun 29, 2026

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Innovation portfolio matrix showing the difference between AI research, R&D, and product engineering across epistemic risk and time horizonInnovation portfolio matrix showing the difference between AI research, R&D, and product engineering across epistemic risk and time horizon

Research, R&D, and Product Engineering Are Not the Same Thing

Most AI organizations treat them as a spectrum: fast on one end, slow on the other, staffed by roughly similar people doing roughly similar things at different speeds. That fram...

Dash Bibhudatta • Jun 16, 2026

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The $10 Trillion Agent Economy Is Built on a Myth

The $10 Trillion Agent Economy Is Built on a Myth

Everyone is arguing about whether AI agents will replace humans. That is the wrong conversation entirely, and it is the narrative quietly powering a $10 trillion industry. Here ...

Dash Bibhudatta • May 15, 2026

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Three-layer enterprise software stack with AI Agent Layer on top in blue, SaaS Execution Layer in green, and ERP Systems of Record in amber, showing how AI agents are displacing SaaS as the primary system of engagement.

Will AI Agents Replace SaaS? The Three-Layer Architecture That Actually Wins

The phrase "SaaS apocalypse" is everywhere right now. It is also wrong, but only barely, and only if SaaS companies move fast. Here is the distinction that matters: the delivery...

Dash Bibhudatta • May 15, 2026

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Private Equity Deal Sourcing: Find Bolt-On Targets Before the Auction Starts

How Private Equity Firms Source Deals Before the Banker Gets the Call

By the time a CIM for your ideal bolt-on lands in your inbox, the game is already halfway over. A banker has been retained, a process is underway, and you are competing in an au...

Dash Bibhudatta • Apr 3, 2026

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4 AI Agents for Private Equity: The Smarter Alternative

Why Private Equity Firms Only Need 4 AI Agents, Not 25,000

McKinsey just deployed 25,000 AI agents across its firm. And for a consulting business serving 45,000 people across a thousand different problems, that might make sense. But pri...

Dash Bibhudatta • Mar 13, 2026

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The Rise of Boutique Consulting in the AI Era

AI Didn't Kill Consulting. It Killed the Pod Replication Engine.

Here's a take you won't hear from the big firms: AI isn't the threat. AI is the equalizer.

Dash Bibhudatta • Mar 12, 2026

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The SaaS Power Shift: Why AI Implementation Is Now Your Competitive Edge

The End of SaaS: How Edge Learning is Transforming AI Implementation

For decades, software vendors held the keys. They decided what got built, what got configured, and how far customization could go. Customers adapted their processes to fit the s...

Dash Bibhudatta • Mar 9, 2026

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Decision Intelligence for Private Equity: Why AI Alone Won't Deliver Top-Quartile Returns

Decision Intelligence for Private Equity: Why AI Alone Won't Deliver Top-Quartile Returns

Every PE firm is rushing to adopt AI. Most are solving the wrong problem, and the gap between top-quartile and mid-pack funds will widen because of it.

Dash Bibhudatta • Mar 9, 2026

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