Dakota Research Podcast
The Dakota Research Podcast delivers the most relevant updates and expert commentary on the private fund industry, straight from our in house Research Team. Whether you’re an allocator, consultant, or fund manager, Dakota Research Podcast equips you with the knowledge you need to navigate private markets with confidence and make smarter decisions.
Dakota Research Podcast
The Dakota Research Podcast #14: Investing in AI – Private Equity, CoreWeave, and the VC Backing the Future
In Episode 14 of the Dakota Research Podcast, we break down how artificial intelligence is transforming private markets—from infrastructure M&A to private equity strategy. We explore the CoreWeave–Weights & Biases deal, Coatue’s $1B innovation fund backed by Bezos and Dell, and how firms like EQT and a16z are integrating AI into everything from sourcing to value creation.
The episode covers foundational AI concepts, subfields like NLP and generative AI, and how industries such as healthcare, finance, and logistics are evolving with the technology. We also highlight top AI-focused venture firms—Sequoia, a16z, Khosla Ventures—and the valuations of major players like OpenAI, xAI, and Anthropic.
Whether you’re navigating investment opportunities, fund strategy, or operational improvements, this episode is a must-listen for anyone tracking AI’s role in reshaping private equity, venture capital, and the global innovation economy.
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