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Tech x VCGlobalTechnology, AI, semiconductors, and venture capital for builders and investorsShowing 4 of 4
Technology, AI, semiconductors, and venture capital — curated for builders and investors.
Tech x VCGlobalShowing 4 of 4
[Holden Spaht's LinkedIn Post](https://www.linkedin.com/in/holden-spaht?miniProfileUrn=urn%3Ali%3Afsd_profile%3AACoAAAA_OfoBiXdMqYaGEurCduRVKCx5EBeDm-Q): "...We recognize of course that the conventional narrative around software in the last few months is nearly dystopian. But we believe that narrative is oversimplified, and the data tells us something quite different. Public SaaS companies have grown their top line…
First, there was a lot of chatter about the Treasury Debt Maturity Wall. Now add Software to that. > Apollo: Software faces a massive $40 billion maturity wall in 2028, dominated by lower-rated B- credits, exposing the sector to refinancing risks amid AI disruption and rates higher for longer, see chart.
Holden Spaht's LinkedIn Post: "...We recognize of course that the conventional narrative around software in the last few months is nearly dystopian. But we believe that narrative is oversimplified, and the data tells us something quite different. Public SaaS companies have grown their top line…
First, there was a lot of chatter about the Treasury Debt Maturity Wall. Now add Software to that.
Apollo: Software faces a massive $40 billion maturity wall in 2028, dominated by lower-rated B- credits, exposing the sector to refinancing risks amid AI disruption and rates higher for longer, see chart.
Views on AI and the Software Sector: Sixth Street Letter
Will AI Eat Software?(Mar 10, 2026) #TopofMind #GoldmanSachs #Report (Click 'Source or Link' Button)
