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Dagulf795on AI's impact on private equity – based on AI deep research

5,000+ companies backed by 147 firms, each researched with AI and matched to public comps.

We score each company based on their Opportunity (to win with AI) and Durability (against AI disruption), providing detailed analysis and explanation.

The headline result is that investors are pivoting hard to safe companies - high durability, low opportunity. If you mark PE portfolios to market, the worst of them (Vista, Thoma Bravo) are down 25%.

Dagulf795on Enron tried to trade memory chip futures; why didn't it work?

There’s a company called Archera doing this - they’re doing well, cash flowing.

https://archera.ai/

However, I think it’s 1. absolutely not insurance, and they’ll have to stop using that word when the lawyers get involved and 2. best understood as an alternative AWS plan to GIs and SPs. So essentially there’s a combination of discount/term/guaranteed capacity that the market wants and Amazon isn’t supplying, and Archera are supplying that synthetically. Cool business!