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An investigative report reveals how Medicare's WISeR pilot program is bringing private-insurance-style prior authorization into traditional Medicare — and, by tracing a single water-and-electricity bill from Chennai, India, uncovers Virtix/CorroHealth, a company using AI to deny patients' treatment claims, along with the private equity capital behind it. The report argues that AI is currently being used in healthcare primarily for paperwork and billing games rather than for improving patient care.
Bending Spoons, a Milan-based private equity firm, has acquired multiple software companies including Miro and Airtable, using AI to cut costs and improve profitability after a Nasdaq IPO.
A top Pentagon official contracted his personal lawyer, Alan Waldenberg, to handle a critical minerals deal with MP Materials, raising conflict-of-interest concerns due to Waldenberg's ties to Cerberus Capital Management.
Thrive Holdings raised $2B at a $12B valuation to expand its AI implementation business into new verticals like physical infrastructure, backed by SoftBank and others, with OpenAI as a strategic partner.
Bloomberg reports that rapidly advancing AI tools threaten the business model of software companies loaded with private equity debt, potentially triggering a 'SaaSpocalypse' with broad financial consequences.
This post argues Dropbox is a prime private equity target due to its stable cash flow, high switching costs, and undervaluation, despite slowing growth and lack of innovation. It outlines a potential leveraged buyout and concludes that Dropbox is a feature, not a product.
A PE-backed SaaS company's head of product and engineering shares challenges in integrating AI into a mature $15M ARR product, emphasizing the need for architectural rework over bolt-on solutions and the success of demonstrating real code reviews and live automation to win over skeptical engineers.
A thought piece discussing how private equity misunderstands AI's value, predicting $10 trillion in value for US businesses in the next decade.
The article analyzes China's accelerated financial regulatory reforms in response to a potential global financial crisis triggered by the yen, including comprehensive upgrades in private fund supervision and tightened foreign investment policies. It argues that these extraordinary policies show China is building firewalls.
Google is pursuing omnibus licensing agreements with major private equity firms like Blackstone and KKR to distribute Gemini models, contrasting with OpenAI and Anthropic's strategies of building embedded engineering consulting joint ventures.
Investigation reveals how Authentic Brands Group buys distressed heritage labels like Brooks Brothers and Eddie Bauer, then slashes quality and customer service while monetizing the brand name through licensing.
OpenAI and Carlyle Group co-hosted a GenAI summit showcasing practical AI applications in private equity and business operations. Case studies demonstrated significant cost savings and operational value through ChatGPT and AI-driven data processing solutions.
Bain Capital has deployed enterprise ChatGPT to all 2,700 employees and is using it to automate healthcare claims processing at portfolio company Zelis, driving cost reductions across the industry.