Signs of buyside indigestion are showing, particularly for AI hyperscalers.

Encoding human judgment into scalable workflows promises to cut costs and drive revenue.

A tougher lending market and AI uncertainty are pushing software investors toward add-ons and growth equity deals.

This key market segment is being re-examined, with a fault-line separating companies according to AI exposure.

Big lenders have pulled back from financing software buyouts amid investor concerns about AI’s threat to the sector.

Q1 venture activity in SaaS signals investors are embracing the pricing model shift.

Lenders are growing more selective about the deals they back, which means stricter underwriting and requirements to demonstrate real earnings.

They’re selective about software assets amid AI fears, according to two of the largest buyers in the market.

The move comes as the evolution of AI is rewriting the playbook for PE firms across industries.

A sizeable portion of debt remains from the buyout boom of 2021.

Thoma Bravo founder is on the lookout for software companies that have been punished by the public markets.

Startups are making a $24B case for pricing AI based on outcomes.

An impending debt maturity wave and growing AI fears have led many to believe that—finally—the credit cycle is turning.

Europe’s market has been more sheltered from the AI-driven shock than its US counterpart.

LPs poured in $234.1 billion last year, the most capital of any asset class outside PE.

Discussions at the SuperReturn Private Credit Europe event highlighted a more cautious outlook for the asset class and M&A activity, market participants say private credit is now entering a more complex phase, with investors becoming more selective —

The chair of Partners Group says private credit defaults could double in the next few years.

AI is a warning to incumbent software providers to “do better,” says CEO Dipanjan “DJ” Deb.