Camilo Acosta

And so it's often hard to see the bigger picture.

So it's rare as a founder that really understands what the bigger picture looks like and how they're going to get there.

You know, what's crazy is there's a world where AI is the business owner.

I've talked to really visionary founders who are working on this.

What is a world where AI owns property, where AI has legal rights?

And if so, then they are the business owner.

They can spin up businesses, which is pretty wild until we get to that sort of regulatory regime.

Yes, I do think there is a world where I think it's even here now already where you see small business owners that can press a few buttons and run a large operation because they've automated so much of it.

It's pretty awesome to see.

The question again becomes, at what point do they become replaced by an AI that owns the business?

Every asset class is going to be touched by AI.

Private equity, there have been some large titans of private equity who were anti-AI a year ago now.

but they're publicly trying to defend their portfolios because they're scared that the companies they've invested in are not going to survive the AI revolution.

Every asset class is being touched by this.

Trying to say like, think of what might not be, maybe commodities, but even then commodities, there's a lot of the AI boom has driven a need for certain kinds of commodities.

So it's even impacting that space in different ways.

And I think the job of allocators of LPs is going to change because the Yale model, the Yale endowment model of investing, even that could be automated.

assessing different industries, assessing different managers in different sectors can be automated.

So it's really gonna touch absolutely everything, even when we think it's not.

It's hard to say.