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
- Clio Marks One Year Since $1B vLex Deal, Its Fastest-Growing AI Product Signs a Customer Every 12 Minutes — EJWalters · 2026-11-12
- UBTECH sells 400 U1 Pro humanoids to Yongda Auto in ~$10M deal — CyberRobooo · 2026-11-12
- Physician-founded AI companies on a tear: PathAI up to $1.05B, CounselHealth $625M cash — DrDatta_AIIMS · 2026-11-12
- DeepVest white paper: SEC FY2027 exams target AI tools advisors can't prove they tested — PtrPomorski · 2026-11-12
- YC-backed Sintropix launches AI-native ERP that closes books daily and files taxes worldwide — ycombinator · 2026-11-12
- Polymarket prices 28% odds of a state data center moratorium; Torus raises $500M — Polymarket · 2026-11-12