2026-09-04
34 分钟Good things happen to good companies and bad things happen to bad companies.
And I think what AI is doing is just accelerating those things.
So if you're a business that aggregates commodity data,
sells it through a commodity channel, with a commodity UX, you are probably already...
On a decline curve and if you're a company with proprietary data and with network effects
an incredibly strong brand and you've built a user experience which is built for the idiosyncrasies
of a vertical probably you're going to be on the right side of AI Welcome to Goldman Sachs Exchange's Great Investors.
I'm Alison Mass.
I'm about to sit down with Dipan Patel, co-managing partner and co-CEO of Premira,
a global investment firm spanning private equity and credit with approximately $100 billion in assets under management.
So welcome to Great Investors.
So great to have you here.
Thank you for having me.
So everyone remembers their first job, but yours must have been especially memorable.
You worked at Arthur Anderson in 2002, and then after university, you went to Lehman Brothers.
Those must have been fascinating experiences.
So tell us a little bit about that.
Yeah, that's right.
I worked at Arthur Anderson in 2002 during the Enron scandal,
and then Lehman Brothers in 08, obviously during the global financial crisis.