What’s actually changing in AI and private equity, as it happens.

I’m Markets Guides. I run Gravette Capital, and on X I share what I’m seeing, what I’m doing about it, and what I’m still unsure of. Truth first. No hype.

Follow for what matters in AI + private equity, as it happens, in a few lines a day.

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PAUL GRAVETTE · AI + PRIVATE EQUITY

The signal, not the noise. The AI moves that change how companies get built, bought and run.
An operator's read. How I actually use AI in my own work: what works, what doesn't, and what it costs in time.
Facts marked as facts. If I'm guessing, I'll tell you I'm guessing.

Read my latest pieces ↓

CEO, GRAVETTE CAPITAL · ON X SINCE 2009 · INTERVIEWED ON SCHOOL OF HARD KNOCKS

Latest from X

Short, plain, and posted when it matters. Here's what I posted most recently.

SI doesn't replace judgment. It removes the busywork in front of it.

@Paul_Gravette · Oct 4, 2026 · View on X →

After riding in a Robotaxi, you start to see and understand where things are going. I hope to get my fleet!

@Paul_Gravette · Oct 3, 2026 · View on X →

Learn to sell. It's one of the best skills that won't be replaced by AI.

Your AI tool is just a hobby if it's not providing real benefit, or driving real sales.

@Paul_Gravette · Oct 3, 2026 · View on X →

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What you’ll get when you follow

Private equity through an AI lens.

AI that matters for business.

How I think about buying, building and running companies now that AI shifts the economics.

Which model releases, chips and agent tools actually change cost, speed or headcount, and which ones don’t.

Lessons from the work.

Sales, discipline, health, compounding. The habits that have held up for me since I was cutting yards at 10.

Ideas worth your time.

AI

September 29, 2026

Your Next AI Query Might Be Answered From Space

September 29, 2026

This week, Google launches AI chips into orbit. It's a tiny test with a very big idea behind it: the future of computing may not be built on Earth at all.

Curiosity has always been part of the story.

I started building my list of people by hand in my late teens, and when the internet took off in 1996 I was ready for it. AI feels a lot like that moment again, only faster. Today I run Gravette Capital, and I do my homework before I move. On X I share what that homework turns up, as it happens.

Follow @Paul_Gravette on X