Starcast
Join the waitlist
The Hidden Economics Powering AI
Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.
On this episode
About this episode
In this episode, Jen Kha, Head of Investor Relations, and David George, General Partner, discuss how late-stage private markets are evolving as AI reshapes scale, capital intensity, and growth timelines. They explain why AI-driven companies are staying private longer, how infrastructure spending is changing return profiles, and what this moment means for durability, value creation, and long-term outcomes in private markets.