AIBearishCrypto Briefing · 5h ago7/10
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Blackstone and Guggenheim are cutting software loans from new CLOs over AI disruption fears
Major investment firms Blackstone and Guggenheim are reducing exposure to software loans in newly issued Collateralized Loan Obligations (CLOs) due to concerns about AI-driven disruption. This shift reflects growing uncertainty about the viability of software companies facing rapid technological change and potential business model obsolescence.
