Apollo bets AI startups will need debt far earlier, sees new $1T-manager opportunity
abhiadesai · x · 2026-09-22
According to The Information, Apollo — the asset manager with $1 trillion under management — expects AI startups to need debt financing much earlier in their lifecycle than the previous generation of software companies, opening up a new lending opportunity.
Commenters see this as a smart move by a top credit investor: AI companies burn cash far faster than traditional SaaS, making private credit relevant at much earlier stages of the funding cycle.
More from Venture
- VC term sheets came from whaling expeditions — and Columbus got a 10% carry seed round — DenehyXXL · 2026-09-22
- Meta jumps 12% as Haus launches Architect, a causal MMM action engine for marketers — jacob_posel · 2026-09-22
- Robinhood has 200 tokenized stocks live and AI agents are already trading them — PeterDiamandis · 2026-09-22
- Kos raises $12M from 8VC to build AI finance agents for data center invoices — ahelkky · 2026-09-22
- The Agentic Web Is on a Collision Course With Ad Monetization — mobileraj · 2026-09-22
- AI Doesn't Have to Fail for the Bubble to Burst — Distillation and Cheap Models Could Do It — budputnal · 2026-09-22