The Rise of Private Credit: How a Shadow Lending Market Became Essential to the Global EconomyPrivate credit is non-bank lending that has become a key funding source for businesses.Asher WassermanApril 14, 2026
The AI BubbleMost companies report that AI has done nothing measurable for their productivity. That contradiction is the story of our moment.Gabe RosenbluthMarch 16, 2026
Software Industry OutlookDespite these strong growth drivers, the software sector has faced serious challenges. The main fear driving the selloff is that AI disrupts the traditional pricing model.Ariel RubinMarch 8, 2026