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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The 'SaaSpocalypse' is over, says private equity giant Thoma Bravo. Here's why it sees an AI boom for software
Thoma Bravo founder Orlando Bravo says AI offers an "enormous tailwind" for software companies.