Where We’re Betting as AI Reshapes the Market

Hey Everyone! I know a lot of my recent updates have been about our New York deal (which is still on track and everything's looking really strong). But today I wanted to switch gears for a second and talk more broadly about where our heads are at: especially around AI, capital movement, and how we're positioning Verdira for what's coming. We’re not betting against or hiding from it either. We’re thinking deeply about where operational leverage will still matter and what kinds of businesses will be defensible as AI eats more of the surface economy. A lot of that thinking went into this new post if you're interested: https://verdiraacquisitions.com/post-4 Would love to hear your thoughts. Always curious what other operators, fund managers, and capital allocators here are seeing too. Best, Marcus