Asks about General Atlantic's global diversification strategy in current volatile environment.
Dani Burger
Bill Ford
Geopolitical volatility has made us more committed to global diversification; about 50% of investing activity outside US for 15-20 years.
Asks about China investment outlook given geopolitical complexity.
Dani Burger
Bill Ford
Sustained commitment to China over 25 years; second largest economy with innovation in green tech; more complex but investors would miss out if not active.
Asks about White House involvement in corporate deals, referencing TikTok.
Dani Burger
Bill Ford
Trump administration is pro-business, pro-market; constructive on TikTok solution; geopolitical risk is now primary driver vs macro issues.
Asks if geopolitical risk slows M&A revival expected in 2026.
Dani Burger
Bill Ford
M&A will come back significantly; most active M&A market in a decade due to good economy, rates turning down, pro-business environment.
Asks how software entrepreneurs are feeling about AI disruption.
Dani Burger
Bill Ford
Software business models durable; AI is enhancement vs risk; valuations changed from 10-12x revenue to 4x.
Asks about tech sector spending heavily on AI infrastructure vs asset-light models.
Dani Burger
Bill Ford
AI is fifth major tech cycle; tech giants see tremendous, almost infinite demand for intelligence on demand; they're voting with wallet to invest in future.