Sorkin: AI Threat To SaaS Recurring Revenue Could Trigger Credit Defaults
Andrew Ross Sorkin · Are We Screwed If AI Works? — With Andrew Ross Sorkin · Mar 18, 2026 · at 35:13
Andrew Ross Sorkin breaks down the systemic financial risk AI poses to debt-leveraged private software buyouts.
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“Well, if you decide the software company is no longer a thing and may not have this recurring revenue, all of a sudden its value has to come down, and all of a sudden, therefore, they would have to lose all their money, and then if for the credit guys who loan the money, they would also therefore then lose money too.”
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