Robert Peston

But it seems as though this could really be rivaling OpenAI.

And then playing the long game for compute demand as well.

How important is that $30 billion to the overall business model?

And Ipsing and Bloomberg Intelligence, thank you so much.

Amid all the talk of this AI investment, venture investors, they are focused on two key things.

Picking the right startups that have intertwined AI and helping portfolio companies make the most of the technology.

Hilary Gosher is with us.

She's Managing Director at Insight Partners, where she oversees these considerations.

The VCPE firm has got $90 billion regulatory assets under management.

Hilary, I'm so pleased that you're here to talk us through what you have.

You are in charge in many ways of how AI is being adopted by your portfolio companies.

You're all in on software, in particular over Insight.

How are companies making the most of it and really showing productivity gains?

Caroline, thank you for having me on the show.

So Insight is an investor that invests across stage.

We invest from early stage, startups, scale-ups, grown-ups, once they go IPO.

And, you know, over the history of Insight, we've had 55 IPOs, companies that you would be aware of, Shopify, Monday, and this year, Hinge Health.

And so we're very focused on making sure that we help build the best companies.

And so this year, we're celebrating 25 years of Insight Onsite.

which is the team that works alongside portfolio companies, helping them scale and grow.