FEBRUARY 4, 2026
The Other Leverage in Software & AI
UBS estimates 35% of BDC portfolios face AI disruption. Tuesday's 9% drop in Blue Owl, Ares, & KKR signals investors are repricing risk.
UBS estimates 35% of BDC portfolios face AI disruption. Tuesday's 9% drop in Blue Owl, Ares, & KKR signals investors are repricing risk.
AI startups are discovering PE-backed companies as their fastest path to market. With 14,300 portfolio companies seeking margin expansion & faster decision cycles, private equity has become the most efficient go-to-market channel in enterprise software.
Explore how B2B startup layoffs outpace B2C for the first time since 2020, with data-driven analysis of headcount reductions across tech sectors in 2023.