BX · 10-Q · 2026Q3 · Full report

AI Valuation Disruption

Blackstone Inc. · 2026-11-06 · Importance 17 · Surprise 24

Blackstone is monitoring the potential for artificial-intelligence-driven disruption to valuations of companies in sectors such as software. Management expects the effects to vary substantially by company and believes some businesses are positioned to withstand or benefit from disruption. The filing identifies no specific dollar exposure or timetable for these valuation effects.

Key facts

• Blackstone monitors the potential for AI-driven disruption to valuations in sectors such as software; it expects impacts to vary across companies and says some may be protected or benefit. source