Private credit lenders say their big software bet faces an AI reckoning — but not a ‘SaaSpocalypse'
Private credit's exposure to software is being tested by AI, as lenders look past “SaaSpocalypse” fears to identify winners and losers.
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Private credit's exposure to software is being tested by AI, as lenders look past “SaaSpocalypse” fears to identify winners and losers.
Thoma Bravo founder Orlando Bravo says AI offers an "enormous tailwind" for software companies.