Our insights & observations.

By Monz Uddin, Co-Founder, MUSU AI Advisory Private markets are entering a new phase of AI adoption. The first phase was individual and informal. Professionals used generative AI to summarise documents, draft memos, and accelerate research. The next phase is institutional. AI will shape how firms source opportunities, conduct diligence, monitor portfolios, support value creation, and communicate with investors. The firms that benefit most will not be the ones that buy more to

By Monz Uddin, Co-Founder, MUSU AI Advisory Three things have happened in the last few weeks that should land on every senior desk in private capital. SpaceX, now merged with xAI under a $1.25 trillion valuation, struck a deal with Cursor that includes the right to acquire the AI coding company for $60 billion by year-end. Cursor was valued at roughly $30 billion at the end of last year. Anthropic announced Claude Mythos, a model so capable at autonomously finding software vu