AI Boom vs. Dot-Com Bubble: History doesn't repeat, it rhymes
From rocketing IPOs to frothy market sentiment, at face value, today’s AI trade unmistakably mirrors the dot-com bubble – only this time the fallout could be far more destructive.
Artificial Intelligence
Artificial intelligence is changing what companies spend on, what investors will pay for growth and how governments regulate technology. Our researchers follow the money, the models and the policy.
27 articles
Markets Markets Survival of the Pivoting: How Private Equity Is Splitting Under Pressure
As Bain and GHO rotate into Japan and healthcare, Astorg cannot raise a fund and JPMorgan quietly offloads NAV loan exposure. The private equity industry is not in a slowdown. It is in a shake-out.
Micro The Graduate Dilemma: Reassessing the Value of a Degree in the AI labour market
The value of a degree is under siege as generative AI threatens to turn academic achievement into a hollow commodity.
Markets Winners and Losers: How AI Is Splitting Private Equity in Two
As AI disruption freezes software heavy buyout funds and retail capital retreats, a handful of firms are moving decisively in the opposite direction. The private equity market is splitting into winners and losers in real time.
Markets The Dealmaking Freeze: Private Equity's Double Threat
Buyout activity fell 36 per cent in Q1 2026 as the Gulf conflict and AI disruption to software converge to freeze dealmaking across the private equity industry.
Markets Defaults Could Double, Warns Partners Group
Partners Group Chair Steffen Meister warns AI will create an asymmetric disaster for private credit, where lenders absorb the losses from disrupted companies while capturing none of the upside.