Private Equity Diligence

The video taps into a novel and intriguing trend ('vibecoding') within a high-stakes industry (private equity), using a recent, high-profile case study (Thoma Bravo and Medallia) to illustrate its point. The use of AI in a traditional finance context creates a compelling narrative that appeals to both finance and tech audiences.

The video discusses a new trend in private equity called "vibecoding," where firms use AI to recreate target companies' products to assess their value. This method led Thoma Bravo to walk away from a deal with Medallia, resulting in a significant loss, and highlights a shift in how private equity evaluates software companies.