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Dec 2024
13m 36s

Game Changers in Generative AI w/ Hg’s D...

HUGH MACARTHUR, BAIN & COMPANY
About this episode
In part two of our interview series, we explore how generative AI is prompting a radical reconsideration of how software is priced and deployed at scale. 
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Today
Spotting the Downturn Early and Coming Out Ahead w/ Gryphon's David Andrews
We ask the co-CEO of Gryphon Investors how he foresaw one of the harshest cycles in the industry’s history and when he thinks it may finally break. 
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Jan 20
What Kind of AI Cycle Are We Actually In?
The question for investors is not whether AI will boom or bust, but who may be unwittingly subsidizing the buildout. 
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Jan 13
Macro Update: What Could Derail 2026?
Bain’s leading macroeconomic expert examines the cracks beneath the surface of the US market and how investors should prepare for post-globalization realities. 
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