The Hidden Economics Powering AI
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 Resources: Follow Jen Kha on X: https://x.com/jkhamehl Follow David George on X: https://x.com/DavidGeorge83 Stay Updated: If you e
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Data centres: Building opportunities on solid foundations
Data centres power New Zealand’s digital economy, enabling cloud , AI and critical services. With billions in investment ahead, collaboration and sustainable infrastructure are key to long-term growth. The backbone of our digital economy Every business-critical system – from banking platforms to supply chains, financial transactions to enterprise applications – relies on data centres. Data centres are the unseen engine rooms: powering cloud platforms, processing expanding AI workloads and underpinning critical services across every industry. The recent NZTech report, Empowering Aotearoa New Zealand’s Digital Future – Our National Data Centre Infrastructure , highlighted the scale of the opportunity for our data centre sector. With 56 operational data centres (four of which are owned and op
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This is a transcript of Lex Fridman Podcast #486 with Michael Levin. The timestamps in the transcript are clickable links that take you directly to that point in the main video. Please note that the transcript is human generated, and may have errors. Here are some useful links: Go back to this episode s main page Watch the full YouTube version of the podcast Table of Contents Here are the loose chapters in the conversation. Click link to jump approximately to that part in the transcript: 0:00 Introduction 0:44 Biological intelligence 9:17 Living vs non-living organisms 14:30
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