Jaden Schaefer

Private equity firms right now, they own thousands of companies across a lot of different industries.

So basically, if OpenAI tools are getting rolled out across all of the portfolios, so how it works is those four major PE companies,

They're going to roll out OpenAI software across all of their portfolio companies.

And I think that is going to help the AI adoption scale very fast in those organizations if they can pull this off correctly.

Now, are those portfolio companies not already using AI is the question.

If they're tech companies, I think they probably are.

But

There's a lot of industries where AI is very good and proficient and the firms are just not using it.

And Anthropic recently put out a report on this whole thing where they were kind of showing where AI was very proficient at different tasks and where it was being used.

And there were some huge gaps.

For example, engineers, AI is great at a lot of engineering tasks and it's less than 2% of engineers for like architectural engineers that are using AI in their workflows and what they're doing.

So

These types of deals are actually pretty big if they can get into those types of organizations.

And I think it also helps.

And beyond just, you know, helping AI adoption, I mean, it's obviously helping open AI's AI adoption, because perhaps if those companies are using AI, they're using Google or Clot or another player.

So this is pretty interesting.

Instead of selling tools, you know, one company at a time, if you just hit all of the big, you know, owners, these big private equity owners that own multiple companies, you can get it rolled out much faster.

So this is going to be interesting.

The biggest story of the day, though, is that Meta has kind of announced, or there's leaks from inside Meta, that they might cut up to 20% of their entire company, and they're doing all of this to expand AI inside their organization.

So after there was kind of these leaks, Meta stock jumped about 3% after the report surfaced that there was kind of this massive round of layoffs that was going to be tied directly to AI spending.