Siddharth Hingorani

Fact-driven. Result oriented. Problem solver.

[Siddharth Hingorani @SidHingo]

4/ The IC questions: business unit by business unit, does AI hurt, help, or do nothing? Over a 5 to 10 year hold, what becomes table stakes, and what can the company build that competitors can't? Usually it's proprietary data.

[Siddharth Hingorani @SidHingo]

1/ Apollo runs an AI risk and opportunity assessment on every deal it looks at. Adam Nahari, who leads data, digital and AI there, walked through how it works at IPEM. It's simple enough to steal.

[Siddharth Hingorani @SidHingo]

3/ Then disruption risk. A bank faces far more pressure from AI-enabled competitors than an agriculture business does. Diligence depth scales with it. Digital targets may get data access before close. Asset-heavy ones can wait.

[Siddharth Hingorani @SidHingo]

40% of tech companies say they're fully integrating AI across operations. In PE: 5%. An industry that demands proof on every deal hasn't applied that standard to AI yet.

[Siddharth Hingorani @SidHingo]

One of the best story from @IpemMarket from Singulier: a company asked advisers to prioritize its 100 AI use cases. Two weeks later they came back with a top 10. None were on the original list. The list was built by people excited about the tech, not the people who own the P&L.

[Siddharth Hingorani @SidHingo]

@TheFuturumGroup Enterprise Software Decision Maker Survey

[Siddharth Hingorani @SidHingo]

The way buyers judge AI is shifting. "Direct financial impact" as the main ROI metric nearly doubled this year. "Productivity gains" fell. Hours saved was never going to survive a CFO review.

[Siddharth Hingorani @SidHingo]

Value Desk is live and free to use.

https://t.co/Th6oPv2GS8

If you work in PE, strategy, or operations, try it and tell me what's wrong with it.

That feedback will be extremly valuable for me.

[Siddharth Hingorani @SidHingo]

I’ve built a PE value creation platform from scratch in 3 weeks using AI.

-> Fund benchmarking against 21k institutional funds
-> deal return modeling
-> value creation simulation
-> 100-day operational plan

Check it out: https://t.co/Th6oPv2GS8

🧵

[Siddharth Hingorani @SidHingo]

What surprised me most:

The gap between having domain expertise and being able to build with it is smaller than I thought.

AI didn't replace the judgment.
It removed the barrier to expressing it.

12 years in PE strategy → 3 weeks → live product.

[Siddharth Hingorani @SidHingo]

Elon Musk & Vivek Ramaswamy reignite the H-1B visa debate, urging Trump to expand foreign tech worker access. They argue a global talent shortage limits U.S. innovation, but critics claim it undermines American workers. Tech, talent, & politics collide—what's next?

[Siddharth Hingorani @SidHingo]

AI's rise is unstoppable, reshaping industries and education. UAE leads the way with MBZUAI, the world’s first AI-only university, fostering global talent with cutting-edge research, startup support, and golden visas.

[Siddharth Hingorani @SidHingo]

.@BytedanceTalk reportedly buying @nvidia AI chips worth billions despite US export restrictions. Liekly to circumvent the rules by storing the chips in data centers outside of China, highlighting the challenges of enforcing tech export controls and fuels US-China tech rivalry.

[Siddharth Hingorani @SidHingo]

Nvidia doubling down on robotics with Jetson Thor—compact AI computers powering humanoid robots in 2025. By focusing on OEM support for robot makers, Nvidia sidesteps direct competition while capitalizing on gen AI breakthroughs.

[Siddharth Hingorani @SidHingo]

Meta’s AI persona push is bold and has the potential to reshape social media. But it’s a double-edged sword—success depends on balancing innovation with safety, trust, and support for real creators. Are we ready for AI-driven social worlds?

[Siddharth Hingorani @SidHingo]

. @Meta is doubling down on AI with plans to fill Facebook with AI-generated characters. These "AI personas" will look and act like real accounts, complete with bios, profile pictures, and the ability to share content. Big move, big risks.

[Siddharth Hingorani @SidHingo]

Risks -
1. Without clear safeguards, AI personas could spread misinformation or propaganda.
2. Over-saturation of AI content might harm user trust.
3. Human creators may feel their authenticity is devalued