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In this episode, Jen Kha, Head of Investor Relations, and David George, General Partner, discuss how late-stage private markets are evolving as AI reshapes scale, capital intensity, and growth timelines. They explain why AI-driven companies are staying private longer, how infrastructure spending is changing return profiles, and what this moment means for durability, value creation, and long-term outcomes in private markets. Timecodes: 0:00 — Introduction 04:21 — The Market Opportunity for AI 26:48 — Pricing, Monetization, and Cash Burn 43:15 — Companies Staying Private Longer 51:30 — Portfolio Composition and Construction 57:18 — Team Culture and Collaboration <p...
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