{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Carried Interest","title":" Founding Haveli & AI's Real Cost | Brian Sheth, Haveli Investments","html":"","width":"100%","height":180,"duration":3791,"description":"Most people who spend two decades building one of the most consequential enterprise software investment platforms in private equity don't stop and start over from scratch. Brian Sheth did.\nBrian spent his career defining what technology-focused private equity looks like at the highest level before founding Haveli Investments, now managing billions across enterprise software, gaming, and more. In this episode, Carried Interest host Sam Andersen sits down with Brian to talk relationships, AI, and what actually drives returns in private equity.\nInside this conversation:\nBrian breaks down the mentors who shaped him early, Frank Quattrone and Gene Sykes, and a hard early lesson about alignment on one of his first deals. He explains why relationships, not transactions, win in tech-focused PE, and tells the story of the phone call that led to Haveli's Cohesity investment. The two dig into AI's real cost for portfolio companies, why \"software is dead\" is the wrong narrative, and what's driving the LP liquidity crisis right now. Brian also opens up about founding Haveli as an engine for giving, his conservation work in Manitoba, and what he wants his legacy to be.\nIf you work in private equity—or want to—this one's worth your time.\nCarried Interest is a podcast by Affinity.\n🔗 Affinity: https://buff.ly/11jDF7y\n🔗 Haveli Investments: https://www.haveliinvestments.com/\nConnect with Sam: https://www.linkedin.com/in/samander/\nFollow Haveli Investments: https://www.linkedin.com/company/haveli-investments/\nFollow Affinity\nYouTube: @affinity_presents\nYouTube (product): @affinity_co\nInstagram: @affinity.hq\nLinkedIn: https://www.linkedin.com/company/project-affinity/","thumbnail_url":"https://img.transistorcdn.com/tE0vEynOf6-vTW0wh2g3C8ng06WTGX-YSEnxrYmPKeg/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZDRk/N2M4NjRmYjk5Nzkx/NDNiYzY4YWQxMTBm/Y2RlNS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}