Well-Caffeinated: Private Capital at the AI Inflection Point: What to Look for in 2026 and Beyond

In this episode, Sanjay Murti discusses all things AI with partners Anna Gressel, Eva Mak and Tim Clark, covering topics such as the commercialization of AI agents, AI governance, AI on the investment committee and AI as an accelerant for retailization. The panel also shares its reactions to Matt Shumer's viral post, 'Something Big Is Happening,' which explored the implications of AI development. The panelists conclude with the one thing each of them is particularly focused on when it comes to AI on the road ahead. For additional context and resources related to today’s discussion, visit the referenced Eyes on AI article.