The advancement of AI may create the most significant technological super-cycle in history, and its impact on the software sector is already being felt. How can investors best navigate this challenge, and are there opportunities still to be found against this market backdrop?

Cullen Wilson, Managing Director on Pantheon’s Global Co-investment team, Callum Kilpatrick, Principal on the Global Co-investment team, and Tom Gordon, Principal on the Global Secondaries investment team explored these issues and more in a recent webcast for Pantheon investors.

Topics covered in the session include:

• How can software navigate what may be the most significant technological super-cycle in history with the advancement of AI?
• The perspective from public versus private markets, and what this information asymmetry means for investors
• How access to information, diversification, and asset selectivity are key for investors looking to access potential opportunities against this market backdrop.