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Software’s Double Whammy: AI Disruption Meets $538 Billion of SaaS Direct Lending
AI is creating winners, but the bigger risk may be what it does to businesses financed before the rules changed.
Credit · AI Infrastructure
AI Capex Is Real. The Payback Window Is the Question.
The market is no longer debating whether AI infrastructure exists. It is debating whether the spending cycle is already borrowing revenue from the future.
AI Infrastructure
New Grammar of AI Finance
AI is no longer behaving like a software cycle. It is becoming an infrastructure race where compute, power and capital access increasingly define the frontier.
AI Infrastructure · Market Structure
The Price Of Concentration
From Softbank to semiconductors, markets continue rewarding scale while quietly increasing dependency on a handful of assets
AI Infrastructure · Market Structure
The Parallel Economy
How AI wealth is fracturing the monetary transmission mechanism — and why the Fed may be flying blind on a growing share of the economy
Macro · AI Infrastructure
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