ANALYSIS
Venture Debt Is Back — and This Time the Covenants Have Teeth
Direct lenders now underwrite ARR the way banks once underwrote EBITDA. The term sheets tell the story.
BY GENIUS NEWS 24 EDITORIAL TEAM · JUL 6, 2026 · 7 MIN
Search
4 RESULTS FOR “VENTURE DEBT”
ANALYSIS
AI Infrastructure Is Creating a New Category of Credit Risk
The AI buildout is becoming a credit-market story because infrastructure ambitions increasingly exceed what companies can finance comfortably through ordinary operating budgets.
BY GENIUS NEWS 24 EDITORIAL TEAM · JUL 27, 2026 · 6 MIN
ANALYSIS
Interest Rates and Earnings: Two Tests of the Same AI Thesis
The Federal Reserve and Big Tech earnings test different sides of the same AI investment thesis. Monetary policy influences the price of capital and the value assigned to distant cash flows.
BY GENIUS NEWS 24 EDITORIAL TEAM · JUL 27, 2026 · 5 MIN
ANALYSIS
The Great Re-Bundling: Enterprise Software Is Collapsing Into Five Platforms
After a decade of best-of-breed sprawl, CIOs are consolidating spend at a pace not seen since the cloud migration — reshaping venture math and go-to-market playbooks.
BY GENIUS NEWS 24 EDITORIAL TEAM · JUL 6, 2026 · 6 MIN
