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What can we look at from the history of PE to understand the type of firms that will win in this next phase?
What were the phases of PE?
Nov 15, 2024
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Dan Cohen
Why Does PE in AI Phase Switch Toward Winner-Take-All?
How Have We Seen Other Industries Evolve?
Nov 11, 2024
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Dan Cohen
Essay Topic Why is There Massive Revenue Opportunity for PEAI?
What Are the Impressive Facts That Most People Don't Know Here?
Nov 11, 2024
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Dan Cohen
October 2024
Where is There Massive Cost Take-Out Opportunity?
How can we identify industries with high human decision making costs?
Oct 25, 2024
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Dan Cohen
How is the economic value going to be created via AI?
To understand how AI will change value creation, we need to look at how humans have been doing it so far.
Oct 23, 2024
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Dan Cohen
How Much "Upside" Is There for Private Equity in AI?
Bottom Line: $700B - $2.1T in PE upside is available
Oct 21, 2024
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Dan Cohen
Why I Believe Private Equity Will Play “The” Role in the Transition to an AI-Driven Economy
After the invention of the printing press, the cost of producing a book dropped ~80%. The steam engine dropped the cost of freight transportation from…
Oct 16, 2024
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Dan Cohen
2
Coming soon
This is Private Equity AI.
Oct 16, 2024
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Dan Cohen
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