Buzzberg Cup Live

Bain Capital's Pagliuca on AI, Quantum Computing, Sports Valuations

Watch on YouTube ↗  |  July 08, 2026 at 13:09  |  15:01  |  Bloomberg Markets
Speakers
Steve Pagliuca — Senior Advisor, Bain Capital; Founder and CEO, Pags Group

Summary

Steve Pagliuca, Senior Advisor at Bain Capital, sees AI entering a 10-20 year deployment phase driving massive infrastructure build and biotechnology innovation. He highlights quantum computing as the next wave and defends the private equity model’s long-term potential. He also notes sports franchise valuations remain on an upward trajectory due to growing viewership and media rights.

  • AI is in a 10-20 year growth phase, not overblown, supported by existential capex from big tech.
  • Biotech is being transformed by AI, accelerating drug discovery amid a $300 billion patent cliff.
  • Quantum computing is expected to be the next wave on top of AI, becoming cheaper and penetrating in 3-5 years.
  • The private equity model is defended as a fantastic long-term model, with current concerns overblown.
  • Sports franchise values continue to rise, driven by soaring media rights, global fan engagement, and institutional money.
  • Women's sports and niche sports like pickleball present new investment opportunities.
  • Liquidity is opening up for good companies in biotech, AI, and defense sectors via IPOs.
Ideas
Steve Pagliuca Senior Advisor, Bain Capital; Founder and CEO, Pags Group 2:54
AI accelerates biotech drug discovery boom
AI is revolutionizing biotech by accelerating protein folding and drug simulations. With a $300 billion drug patent cliff coming, AI enhances the ability to create new products, diagnostics, and longevity solutions. The biotech sector is seeing liquidity and IPO activity as a result.
XBI HIGH
Steve Pagliuca Senior Advisor, Bain Capital; Founder and CEO, Pags Group 4:32
Quantum computing next wave after AI
Quantum computing is the next wave on top of AI, becoming cheaper and penetrating industries, with more companies inventing new ways to process information. It represents a major long-term growth area for the next 3 to 5 years.
QUBT MED
Steve Pagliuca Senior Advisor, Bain Capital; Founder and CEO, Pags Group 12:17
Private equity model strong for 50 years
The private equity model is a fantastic economic model that aligns ownership and takes a long-term view. Big firms add value through technology, finance, and digitization. The idea that the best days are over is overblown; the model will remain fantastic for the next 50 years, despite temporary liquidity lulls.
PSP MED
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This Bloomberg Markets video, published July 08, 2026, features Steve Pagliuca discussing XBI, QUBT, PSP. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Steve Pagliuca  · Tickers: XBI, QUBT, PSP