private-equity
2 articles
AI Labs' New Battleground: Racing to Help Private Equity Cancel Software Licenses?
Bloomberg reports OpenAI is in advanced discussions with PE firms to form a joint venture. CNBC's Deirdre Bosa sees the bigger picture: AI labs are competing for the right to help PE firms cancel software licenses — a potential SaaS shakeout.
Is PE About to Rip Out the SaaS It Installed? Deirdre Bosa on AI's Reverse Effect on Installed Base
Deirdre Bosa points out a notable shift: the same private equity firms that pushed cloud software into portfolio companies a decade ago may now use AI as a reason to rip those SaaS tools back out.