
We asked a $15B Investor how to survive the AI bubble
7 Apr 2026
A private equity fund achieves top-tier returns by strategically acquiring and scaling prosaic industries and select software sectors through a buy-and-build model, emphasizing operational excellence, talent development, and sustainable growthexemplified by a plumbing company's $8M to $500M leapwhile cautioning against overhyped tech trends and prioritizing long-term value over short-term speculation.
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