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BREAKINGVIEWS-IT bloodbath is double whammy for buyout barons: podcast

ReutersFeb 12, 2026 4:18 AM

By Aimee Donnellan and Jonathan Guilford

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Shares in software giants like Salesforce sank amid fears of competition from chatbots, implying pain for private equity’s bet on the industry. In this Viewsroom podcast, Breakingviews columnists discuss how asset managers may take a hit whether AI lives up to its promise or not.

Follow Aimee Donnellan on LinkedIn.

Follow Jonathan Guilford on X and LinkedIn.

FURTHER READING

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