Is This the “SaaSpocalypse”? What AI Disruption Really Means for Investors
3 min readRecently, in our blog Investing in AI? The Hidden Risks Behind the Hype, we outlined key considerations for investors looking to purchase debt from issuers investing heavily in AI infrastructure. We emphasized the importance of considering companies with: Just one day after publication, however, investors’ focus surrounding AI quickly pivoted from the needs of hardware…