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Apollo Explains How Big Tech Is Disrupting Credit Markets

Odd Lots

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Valuation Trends in AI and Technology

This chapter explores the important concept of upside valuation within stock and credit markets, particularly highlighting investments in AI and technological infrastructure requiring trillions in funding. It discusses the shift in lending practices, the role of alternative financing sources, and how emerging technologies face unique challenges and opportunities in the current economic landscape. Additionally, the chapter draws historical parallels to past industries, emphasizing the evolving capital dynamics that could shape future competition in the technology sector.

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