PEoperator⚡️(@PEoperator):This is not surprising. Visionless PE guys pulling the plug on AI “initiatives.” We’ve maybe had a year of access to real enterprise level AI. Some investments just take longer than a year or two to generate return. But if you want to sell the company next year, you save the money and pull the plug. Unfortunately that means the business takes a step back. What they don’t realize is the inability to quantify ROI does not mean it’s not there. They just can’t see it because they’re too far away. Eventually it will be clear, but it’s brand new tech. It’s going to take some time.

2026.10.23 12:08

This is not surprising. Visionless PE guys pulling the plug on AI “initiatives.” We’ve maybe had a year of access to real enterprise level AI. Some investments just take longer than a year or two to generate return. But if you want to sell the company next year, you save the money and pull the plug. Unfortunately that means the business takes a step back. What they don’t realize is the inability to quantify ROI does not mean it’s not there. They just can’t see it because they’re too far away. Eventually it will be clear, but it’s brand new tech. It’s going to take some time.

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Amend and Pretend@amendandpretend

2026.10.23 02:26

What's going on with AI in PE: 1 PortCos are spending on AI but are unable to quantify the ROI. 2 Funds are taking action to lower AI spend across the portfolio (model routers, open source). 3 Funds are pushing for off-the-shelf AI solutions 4 AI spend is the #1# topic for CFOs

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