Opportunities for Digital Transformation Capital with David Roux

Masters in Business

Bloomberg

Business, Investing

4.4 • 2.2K Ratings

🗓️ 5 December 2024

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

Barry Ritholtz speaks with David Roux, Executive Chairman of BayPine, a private equity firm focused on digital transformation. Previously he co-founded Silver Lake Partners and served as the chairman and co-CEO. David has also held leadership positions at Oracle, Central Point and Lotus Development. He currently serves on the boards of Bristol Seafoods and The Institute for Health Metrics and Evaluation at the University of Washington. On this episode, Barry and David discuss the tech start-up landscape, AI's future development, and sectors of opportunity for "digital transformation capital."

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Transcript

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0:00.0	Enterprises are busy embracing the technologies that underpin industry 4.0, such as AI and automation.
0:07.0	But now the fifth industrial revolution is coming.
0:09.8	So what is it?
0:10.5	And what could it mean for our jobs?
0:12.1	I'm Hannah Fry.
0:12.8	You can learn more later in the podcast.
0:15.1	The forces shaping markets and the economy are often hiding behind a blur of numbers.
0:19.5	So that's why we created the big take from Bloomberg Podcasts, to give you the context you need to make sense of it all.
0:26.5	Every day in just 15 minutes, we dive into one global business story that matters.
0:31.2	You'll hear from Bloomberg journalists like Matt Levine.
0:34.1	A lot of this meme stock stuff is, I think, embarrassing to the SEC.
0:38.3	Follow the Big Take podcast on the IHeart Radio app, Apple Podcasts, or wherever you listen.
0:47.1	Bloomberg Audio Studios. Podcasts, Radio News.
0:59.6	This is Masters in Business with Barry Rittoltz on Bloomberg Radio.
1:05.2	This week on the podcast, another extra special guest.
1:14.3	David Roo is chairman of Bay Pine, a fascinating private equity firm. They are not interested in simply flipping companies or buying firms and then quickly selling them. What they do, much more
1:23.4	involved than a consulting firm, they are experts at digital transformation across a wide
1:31.3	variety of sectors in the investing world, and they essentially take companies as varied as
1:40.7	tire manufacturers and industrial producers and retailers and find intelligent ways
1:49.0	to use technology to make these companies more efficient, more productive, more profitable.
1:56.0	And they're not, again, they're not just consultants.
2:00.0	They come in.
	...

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