Unlocking the AI M&A Supercycle

This podcast episode delves into the transformative impact of generative AI on industries and dealmaking, emphasizing its potential to revolutionize numerous sectors. The discussion highlights the challenges and opportunities associated with its adoption, including the need for infrastructure investments, concerns about vendor lock-in, and the immaturity of AI companies. It also explores the M&A activity surrounding generative AI, with companies seeking disruptive use cases and those at the core of the technology experiencing increased interest.