IT bloodbath is double whammy for buyout barons: podcast

Relx

12/02/2026 04:18

The hosts are Reuters Breakingviews columnists. The opinions expressed are their own.

By Aimee  Donnellan and Jonathan  Guilford

DUBLIN/NEW YORK, Feb 12 (Reuters Breakingviews) - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.

Listen to the podcast

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.

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FURTHER READING

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(Editing by Sheryl Peña and Gregory Garner; Production by Aditya Srivastav)

((katrina.hamlin@thomsonreuters.com))