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Hamilton Lane: AI's Biggest Returns Have Been Private

Hamilton Lane Executive Co-Chairman Erik Hirsch says much of the wealth created by the AI boom has so far accrued in the private markets, as companies stay private longer and tap increasingly deep pools of capital. With exposure to OpenAI and Anthropic through its venture and growth relationships, Hirsch discusses how investors can access private AI companies through funds, secondaries and co-investments - and why even as some of AI's biggest names head toward IPOs, going public is no longer the default path for most technology companies. He joins Ed Ludlow on "Bloomberg Tech."

Leia mais: Hamilton Lane: AI's Biggest Returns Have Been Private
Bloomberg
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Merz Warns Russia Aims to Destabilize European Continent

German Chancellor Friedrich Merz said that Russian President Vladimir Putin is seeking to not only defeat Ukraine, but to also undermine democracy in Europe and further integration. "My biggest concern is the underestimated Russian impact on our societies," Merz said Monday in an exclusive interview with Bloomberg's Francine Lacqua. "Russia is on the way to destabilize the entire political order of our European continent."

Leia mais: Merz Warns Russia Aims to Destabilize European Continent
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Proofpoint's $6.3 Billion Cybersecurity Bet

Thoma Bravo-backed Proofpoint agreed to buy Varonis in a deal valued at about $6.3 billion. The companies say combining email, collaboration, and data security could create a broader cybersecurity platform, just as AI agents and rising customer demand accelerate industry consolidation. Thoma Bravo Managing Partner Seth Boro joined Bloomberg Open Interest to talk about the deal.

Leia mais: Proofpoint's $6.3 Billion Cybersecurity Bet
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Ukraine at a Crossroads: U.S. Tensions and Iran

Tensions between Washington and Kyiv are rising as Ukraine President Volodymyr Zelenskyy accuses the Trump administration of pressuring Ukraine while easing its stance toward Moscow. Leslie Vinjamuri of the Chicago Council on Global Affairs discusses the stakes for Ukraine, Europe, and Republicans heading into the midterms and how the Iran war is affecting US politics.

Leia mais: Ukraine at a Crossroads: U.S. Tensions and Iran