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Tech x VC | Technology, AI, semiconductors & venture capital

Tech x VC · Global · Technology, AI, semiconductors, and venture capital for builders and investors | Showing 5 of 5

Tech x VC | Technology, AI, semiconductors & venture capital

Technology, AI, semiconductors, and venture capital — curated for builders and investors.

Tech x VC · Global · Showing 5 of 5

Reflections on Oaktree Conference 2026 with Howard Marks | Oaktree Capital

> "In the 70s and 80s if you invested in corporate debt you were buying investment grade bonds. Everything else was considered uninvestable. It was called junk in fact." - **Armen Panossian** [[00:01:35](https://youtu.be/9wwuvo_0fUw?si=nA5Ph47HB3lDBaov&t=1m35s)] > "Mistakes cause mispricings. In other words, emotion and misinformation create these mispricings. We're looking for these moments of misunderstanding to…

Mar 25, 2026·Credit
Reflections on Oaktree Conference 2026 with Howard Marks | Oaktree Capital

Bond Traders Weigh Rate Hikes, MTA Threatens to Sue US | 20 Mar 2025 | Real Yield | Bloomberg

> "You can't hit the global economy with a shock of that magnitude and not expect bad things to happen." - **Jeff Currie** [[00:01:13](https://youtu.be/6CKIXo0qaF8?si=Up8TJPoaLY9XFoPW&t=0h1m13s)] > "The 2-year note yield has now poked its head above the Fed funds rate, which is telling you the markets think that interest rates are going to go up." - **Michael McKee**…

Mar 20, 2026
·Bloomberg
Bond Traders Weigh Rate Hikes, MTA Threatens to Sue US | 20 Mar 2025 | Real Yield | Bloomberg

Dotcom on Steroids: Part IV - Data center buildout, Data is cracking | 02 Mar 2026 | GQG Research

- >"CoreWeave's debt-fueled growth highlights a broader trend in the Al infrastructure boom, where heavy leverage, hardware-collateralized lending, and risky financing structures create systemic vulnerabilities." - **GQG Research** (Opening Takeaways) [Page 1] - >"Debt issuance for data centers surged to **$183B** in 2025, up from **$92B** the previous year... aggressively loading up the ecosystem with debt." -…

Mar 4, 2026·AI
Dotcom on Steroids: Part IV - Data center buildout, Data is cracking | 02 Mar 2026 | GQG Research

How AI-Related Funding Will Reshape Credit Markets | January 30, 2026 | Torsten Slok's 'The Daily Spark'

> "Training and running frontier AI models requires capital on a scale rarely seen in the private sector. Hyperscaler capex has already tripled since 2023, and forecasts now point to more than $2.7 trillion of cumulative AI-related spending from 2025 to 2029. > What began as a largely self-funded capex cycle is quickly becoming a financing event. In the final three months of 2025 alone, Oracle, Meta, Google and…

Feb 19, 2026·AI
How AI-Related Funding Will Reshape Credit Markets | January 30, 2026 | Torsten Slok's 'The Daily Spark'

Will software eat the creditors? Equity, without the upside | FT Alphaville

> . . . **25—35%** of private credit portfolios face elevated AI disruption risk. Using BDC portfolios as a proxy (**AUM of ~$450bn, $350bn of which is public**), exposure to high disruption risk subsectors is most acute in technology (**~24% of BDC holdings**) and business services (**~30% of BDC holdings**), including legacy SaaS firms with seatbased pricing models, back office application firms, staffing…

Feb 11, 2026·AI
Will software eat the creditors? Equity, without the upside | FT Alphaville
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CreditFinanceHoward Marks
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Markets & InvestmentsOaktree CapitalPE/VCPodcastPrivate Credit

Reflections on Oaktree Conference 2026 with Howard Marks | Oaktree Capital

"In the 70s and 80s if you invested in corporate debt you were buying investment grade bonds. Everything else was considered uninvestable. It was called junk in fact." - Armen Panossian [00:01:35]

"Mistakes cause mispricings. In other words, emotion and misinformation create these mispricings. We're looking for these moments of misunderstanding to…

View Full Article
UJ
Mar 25, 2026
Source
BloombergCreditFinance
+99 more tags
Fixed Income
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AICreditDatacenter
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AIApolloCredit
+66 more tags
Source
AIBDCsCredit
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Macro / Economics
Markets & Investments
Monetary Policy
PE/VC
Podcast
Private Credit
Real Yield
US

Bond Traders Weigh Rate Hikes, MTA Threatens to Sue US | 20 Mar 2025 | Real Yield | Bloomberg

"You can't hit the global economy with a shock of that magnitude and not expect bad things to happen." - Jeff Currie [00:01:13]

"The 2-year note yield has now poked its head above the Fed funds rate, which is telling you the markets think that interest rates are going to go up." - Michael McKee…

View Full Article
UJ
Mar 20, 2026
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10 more tags
EquityFinanceGQG ResearchMacro / EconomicsMarkets & InvestmentsPE/VCReportReport, Blogs & InsightsTechnologyWall Street

Dotcom on Steroids: Part IV - Data center buildout, Data is cracking | 02 Mar 2026 | GQG Research

  • "CoreWeave's debt-fueled growth highlights a broader trend in the Al infrastructure boom, where heavy leverage, hardware-collateralized lending, and risky financing structures create systemic vulnerabilities." - GQG Research (Opening Takeaways) [Page 1]

  • "Debt issuance for data centers surged to $183B in 2025, up from $92B the previous year... aggressively loading up the ecosystem with debt." -…

View Full Article
UJ
Mar 4, 2026
FinanceFixed IncomeMarkets & InvestmentsPrivate CreditReport, Blogs & InsightsTechnology

How AI-Related Funding Will Reshape Credit Markets | January 30, 2026 | Torsten Slok's 'The Daily Spark'

"Training and running frontier AI models requires capital on a scale rarely seen in the private sector. Hyperscaler capex has already tripled since 2023, and forecasts now point to more than $2.7 trillion of cumulative AI-related spending from 2025 to 2029.

What began as a largely self-funded capex cycle is quickly becoming a financing event. In the final three months of 2025 alone, Oracle, Meta, Google and…

View Full Article
UJ
Feb 19, 2026
FinanceMarkets & InvestmentsPE/VCPrivate CreditReport, Blogs & InsightsTechnology

Will software eat the creditors? Equity, without the upside | FT Alphaville

. . . 25—35% of private credit portfolios face elevated AI disruption risk. Using BDC portfolios as a proxy (AUM of ~$450bn, $350bn of which is public), exposure to high disruption risk subsectors is most acute in technology (~24% of BDC holdings) and business services (~30% of BDC holdings), including legacy SaaS firms with seatbased pricing models, back office application firms, staffing…

View Full Article
UJ
Feb 11, 2026