{"podcast":{"title":"Private Equity Value Creation Podcast","slug":"private-equity-value-creation-podcast-7052671","podcast_index_feed_id":7052671,"rss_url":"https://www.spreaker.com/show/6077517/episodes/feed","website_url":"https://www.spreaker.com/podcast/private-equity-value-creation-podcast--6077517","image_url":"https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4e952c718805d82014330dda3a72dc74.jpg","author":"Gordon Cheng","episode_count":135,"summary":"Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation","last_synced_at":"2026-06-16T14:18:55.924916+00:00","page_url":"https://stenobird.com/podcast/private-equity-value-creation-podcast-7052671"},"episode":{"title":"Ep. 125: Arvindh Kumar, EQT | Pairing Defensive Assets with AI-Forward Leadership to Drive Returns","slug":"ep-125-arvindh-kumar-eqt-pairing-defensive-assets-with-ai-forward-leadership-to-drive-returns","published_at":"2026-04-23T04:00:00+00:00","page_url":"https://stenobird.com/podcast/private-equity-value-creation-podcast-7052671/ep-125-arvindh-kumar-eqt-pairing-defensive-assets-with-ai-forward-leadership-to-drive-returns","show_page_url":"https://stenobird.com/podcast/private-equity-value-creation-podcast-7052671","url":"https://www.spreaker.com/episode/ep-125-arvindh-kumar-eqt-pairing-defensive-assets-with-ai-forward-leadership-to-drive-returns--71582092","audio_url":"https://api.spreaker.com/download/episode/71582092/422470784_44100_2_99a7c57ab9a58.mp3","summary":"On this episode, Arvindh Kumar, Partner and Co-Head of EQT's Global Technology Sector Team, explains how private equity firms can turn AI laggard companies into AI winners — and why getting that transformation right starts with the CEO.Arvindh walks through the defensive attributes he looks for when underwriting software investments, including proprietary data, embedded workflows and network effects, and explains how those characteristics determine whether AI acts as an amplifier or a threat. Learn how one of the biggest PE firms in the world prioritizes AI initiatives across engineering, product and sales; how portfolio companies have put AI to work in tangible ways; and why the firms seeing the fastest results are using access, positive peer pressure and clear business KPIs rather than wholesale team replacement to drive adoption.","meta_description":"On this episode, Arvindh Kumar, Partner and Co-Head of EQT's Global Technology Sector Team, explains how private equity firms can turn AI laggard companie…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2452,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/private-equity-value-creation-podcast-7052671/episodes/ep-125-arvindh-kumar-eqt-pairing-defensive-assets-with-ai-forward-leadership-to-drive-returns/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/private-equity-value-creation-podcast-7052671/ep-125-arvindh-kumar-eqt-pairing-defensive-assets-with-ai-forward-leadership-to-drive-returns.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}