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Alex Lazarow on Muck Rack

Alex Lazarow

San Francisco
As seen in: Forbes, Medium, Business Insider, TechCrunch, Entrepreneur, Fast Company, Harvard Business Review, Chron, Thrive Global, Forbes Brasil, Forbes Japan and
Global VC. Author of #outinnovate @HarvardBiz & @Forbes. Prof @MIIS. Outdoor enthusiast. Raised on the Cdn prairie. Newsletter alexlazarow.substack.com.
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Articles

Competition Is For Losers In The AI Era: A Geographic Perspective

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By Alex Lazarow
| Forbes Verified
VENICE, ITALY - JULY 15: Olympic medals are displayed during the unveiling of the Milano Cortina 2026 Olympic Winter Games: Medals Unveiling at Palazzo Balbi on July 15, 2025 in Venice, Italy. (Photo by Emmanuele Ciancaglini/Getty Images) Getty Images Last week I had two discussions that are actively shaping my thinking in AI fintech investing.
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Forbes JAPAN 公式サイト（フォーブス ジャパン）

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By Alex Lazarow
| Forbes Japan Verified
先週、ブラックストーン主導のグループがメダリアをトーマ・ブラボーから取得し、トーマ・ブラボーは約50億ドルを償却した。広く引用されている集計によれば、これはプライベートエクイティ史上2番目に大きな損失である。トーマは2021年、この顧客体験ソフトウェア企業を64億ドル（予想売上高の約9倍）で非公開化し、安価な負債を活用していた。オーランド・ブラボー氏はその後、これを「大きな過ち」と呼び、実現しなかった急成長に賭けたことを認めた。 メダリアは単独の事例ではない。何が要因なのか。 金利が通常の説明である。プライベートエクイティはパンデミックのピーク時の倍率でソフトウェアを購入し、負債を積み上げ、2021年の世界が続くという前提で成長を見込んでいた。 しかし私にとって、この取引や他の取引が引き起こす疑問は、AI（人工知能）による破壊と、持続的な参入障壁に関するものである。...
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AI Is Repricing Software Which Is Splitting Old Moats

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By Alex Lazarow
| Forbes Verified
"Bodiam, UK - July, 10th 2010: Historic Bodiam Castle and moat in Kent frames by nearby trees at dawn" getty Last week a Blackstone-led group took control of Medallia from Thoma Bravo, and Thoma Bravo wrote off close to $5 billion. By one widely cited count it is the second-largest loss in private equity history. Thoma had taken the customer-experience software company private in 2021 at $6.4 billion, near 9x forward revenue, on cheap debt.
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