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The Bridge Ep. 19: The Boring Way to Invest in AI

Stonepeak CEO Mike Dorrell joins Sonali Basak to explain why the most compelling AI investment opportunities may be in the infrastructure behind it, exploring data centers, power constraints, the grid, and long-term digital infrastructure trends.

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47:31
The Bridge Ep. 19: The Boring Way to Invest in AI
The Bridge Ep. 19: The Boring Way to Invest in AI
38:36
The Bridge Ep. 18: Will AI Replace Jobs Or Create Them?
The Bridge Ep. 18: Will AI Replace Jobs Or Create Them?
34:51
The Bridge Ep. 17: Is Private Credit's Golden Age Over?
The Bridge Ep. 17: Is Private Credit's Golden Age Over?
30:10
The Bridge Ep. 16: Can AI See What Investors Miss?
The Bridge Ep. 16: Can AI See What Investors Miss?
30:08
Marc Rowan on Leadership, Culture, and the Future of Private Markets | The 19th Hole
Marc Rowan on Leadership, Culture, and the Future of Private Markets | The 19th Hole
30:09
The Bridge Ep. 14: Opportunity Hiding in a “Fine” Economy
The Bridge Ep. 14: Opportunity Hiding in a “Fine” Economy
35:28
The Bridge Ep. 13: Good Credit Holds. Bad Credit Breaks
The Bridge Ep. 13: Good Credit Holds. Bad Credit Breaks
47:59
The Bridge Ep. 12: Value Is Moving Pre IPO. Where Do Investors Go Next?
The Bridge Ep. 12: Value Is Moving Pre IPO. Where Do Investors Go Next?
1:00:11
The Bridge Ep. 11: Expensive Isn't a Bubble
The Bridge Ep. 11: Expensive Isn't a Bubble
38:10
The Bridge Ep. 10: AI Broke the Rule of 40. Meet the Rule of 70.
The Bridge Ep. 10: AI Broke the Rule of 40. Meet the Rule of 70.
31:11
The Bridge Ep. 9 | Software's on Sale. Is the Correction Over?
The Bridge Ep. 9 | Software's on Sale. Is the Correction Over?
32:19
The Bridge Ep. 7 | Private Credit Isn't What You Think Anymore
The Bridge Ep. 7 | Private Credit Isn't What You Think Anymore
46:52
The Bridge Ep. 5: The Economy is Booming. Nobody Knows if it Will Last
The Bridge Ep. 5: The Economy is Booming. Nobody Knows if it Will Last
25:23
The Bridge Ep. 4: How Infrastructure Really Fits Into a Modern Portfolio
The Bridge Ep. 4: How Infrastructure Really Fits Into a Modern Portfolio
35:37
The Bridge Ep. 3: When Markets Over-Rotate—and Innovation Doesn’t
The Bridge Ep. 3: When Markets Over-Rotate—and Innovation Doesn’t

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