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Oaktree's Lee: AI Software Faces Lending Divide
18 Feb
Summary
- Christina Lee discusses AI software's current private credit lending environment.
- She identifies a significant divide in the AI software sector's financing.
- The discussion occurred on the program 'The Close' with hosts Bostick and Greifeld.

Christina Lee, a key figure in Oaktree's private debt strategy, recently provided insights into the lending landscape for software companies. Speaking on 'The Close,' she described a notable divergence in the financing environment for AI software firms.
Lee characterized the situation as a 'tale of two cities,' suggesting a bifurcated market where some AI software companies access favorable lending terms, while others face significant challenges. This distinction points to a complex and evolving credit environment within the rapidly growing AI sector.
Her commentary, shared with hosts Romaine Bostick and Katie Greifeld, offered a manager's perspective on the current state of private credit for technology companies. The discussion underscored the dynamic nature of software lending amid ongoing innovation.



