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Credit Microcycles and the Coming AI Reckoning in Private Lending
The 30% software concentration in direct lending portfolios faces AI-driven displacement risk that traditional credit models haven't priced. How microcycles, not recessions, will reshape private credit.
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By Insight DistilleryThe 30% software concentration in direct lending portfolios faces AI-driven displacement risk that traditional credit models haven't priced. How microcycles, not recessions, will reshape private credit.