The Private Equity Podcast, by Raw Selection

How private equity firm THL is winning with AI implementation

10 Feb 2026

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In this episode, Alex Rawlings is joined by Alex Sabel, Vice President at THL Partners, to explore how the firm is embracing AI across its operations and portfolio. Alex leads THL’s research function and AI strategy, bringing a data-driven, quant mindset to private equity.He shares how THL uses AI internally to improve investment workflows, how portfolio companies are deploying AI to drive product innovation and efficiency, and what he’s learned from both successes and failures. Whether you’re exploring AI adoption or refining your strategy, this episode offers clear, practical insights from the front lines.⏱ Timestamps00:00 – Intro to Alex Sabel & THL’s AI FocusAI at the firm, portfolio, and personal level.00:55 – Alex’s BackgroundFrom public markets to PE, building THL’s research and AI function.03:12 – Common Mistakes in AI AdoptionWhy firms must focus on data foundations first.04:35 – Real-Time Insight vs. Info OverloadThe value of surfacing insights at the right time.06:02 – Investing in the Global Compute EcosystemTHL’s thesis: look beyond GPUs to second-order AI winners.09:19 – THL’s Three-Pronged AI StrategyInvest in AI, use it internally, and support portfolio adoption.11:42 – How THL Supports Portfolio InnovationRoundtables, tech summits, and a vendor ecosystem to foster AI experimentation.13:36 – Case Studies: Binder, FourKites & SentriaExamples of AI-driven product innovation and operational efficiency.17:57 – When AI FailsWhy THL embraces “fail fast” and knows when to build vs. buy.22:12 – Deciding When to Use AIBreak problems into first principles—GenAI isn’t always the answer.25:26 – What’s Blown Alex’s MindAI organizing and standardizing messy, fragmented enterprise data.27:45 – Daily Tools & TipsCoding assistants and using multiple LLMs (ChatGPT, Claude, Gemini, Groq) for varied insights.31:06 – What to ReadShort term: WSJ, FT, Economist.Deep dives: SemiAnalysis and top Substacks.32:31 – Connect with Alex SabelOpen to collaborating on AI, compute infrastructure, and emerging vendors.Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/🌐 Visit Raw Selection: www.raw-selection.com

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

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The Private Equity Podcast, by Raw Selection

How private equity firm THL is winning with AI implementation

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

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