Panel: Investing in technology and AI: Underwriting growth, durability, and the valuation reset
– Assessing how the valuation reset across tech and AI has changed underwriting discipline, return expectations, and the bar for deployment
– Distinguishing durable, category-defining businesses from those riding cyclical enthusiasm
– How early can GPs invest to capture AI upside while still waiting for evidence of monetisation, moat, and market structure?
– Distinguishing durable, category-defining businesses from those riding cyclical enthusiasm
– How early can GPs invest to capture AI upside while still waiting for evidence of monetisation, moat, and market structure?