Topic

Software and Private Equity

Latest viewpoints

Private equity interest could reshape software investing

Baker sees the reported Workday bid as potentially significant because renewed private-equity demand would provide another source of capital and valuation support after a difficult period for software stocks.

Gavin Baker Software and Private Equity Source at 95:21

Open-source AI improves the outlook for software companies

Baker argues that increasingly competitive open-source models reduce the danger of a few frontier providers controlling the model layer and therefore improve the strategic outlook for software companies.

Gavin Baker Software and Private Equity Source at 95:57

Leaders

Jensen Huang

CEO, Nvidia

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Howard Lutnick

Public business viewpoint profile

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CEO, OpenAI

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Elon Musk

CEO, SpaceX / Tesla

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