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software space

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 26, 2021 by Doug Ostrover · across every show →

Everything said about software space, oldest first

Jul 26, 2021 bullish
Opinion
Owl Rock Is a Top Software Lender Alongside SVB
“I think today we are probably, I don't know if we're the largest, but we are one of the largest dedicated lenders to the software space. We have 22 people focused on software, half in New York, half out in Menlo Park. So, I mean, clearly Silicon Valley Bank is…”
Doug Ostrover Jul 26, 2021 ▶ 29:53 Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
Mar 30, 2026 bearish
Prediction Open · timeframe Mar 2027
The software sector will experience a coming wave of debt defaults
“We're going to have a wave of defaults in the software space.”
Kieran Goodwin Mar 30, 2026 ▶ 34:59 Kieran Goodwin – Private Credit Concerns (EP.494)
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