Episode
Why private equity investors aren’t panicking about AI
- Published
- May 21, 2026
- Duration seconds
- 2745
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/equity-mates-investing-podcast-55637/episodes/why-private-equity-investors-aren-t-panicking-about-ai/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/equity-mates-investing-podcast-55637/why-private-equity-investors-aren-t-panicking-about-ai.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
AI has rattled public SaaS stocks, but private markets may be taking a more measured view. Schroders’ Claire Smith joins us to unpack how private equity is assessing AI risk, why boring businesses can be beautiful, and how Australian investors can access small private companies globally. In this episode: 00:00 - Is AI Killing Software? 03:04 - Introducing Claire Smith 05:02 - SaaS Sell-Off: Public vs Private Markets 07:41 - Building an AI Threat Matrix 13:38 - AI Opportunities Inside Private Equity 18:37 - Boring Businesses with Sticky Revenues 25:26 - How Schroders Assesses Private Equity Managers 34:06 - Adding Private Equity to a Portfolio ETFs and stocks mentioned: Rio Tinto (ASX: RIO), Telstra (ASX: TLS), Commonwealth Bank (ASX: CBA), Foster’s, Atlassian (NASDAQ: TEAM), monday.com (NASDAQ: MNDY), Microsoft (NASDAQ: MSFT), OpenAI, Meta (NASDAQ: META), Nvidia (NASDAQ: NVDA), Spotify (NYSE: SPOT). To deepen your understanding of investing in small to mid-cap semi-liquid private equity, visit Schroders Australia's private equity hub. Newsletter recommendation: https://pefox.com/ ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) We’re particularly excited to share our latest show: Basis Points Listen to the podcast ( Apple | Spotify ) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on…