Varick argues private equity firms are undervaluing AI by focusing on cost cuts, while overlooking its potential to boost exit multiples and shorten holding periods

OpenAI and Anthropic's PE JVs turn model access into an operating playbook across mid-market portfolio companies. Same filter CT applies to agent coins: proprietary workflow/data owners get the multiple, generic wrappers get nuked, and Bain is already vibecoding replicas before bids while PE-led TMT deal value fell 69% in Q1 2026.

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