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Private Credit Sees AI Opportunity After Meta's $29B Deal
Just remind us why private credit is really salivating at the opportunity here. It's a huge opportunity with an eye, you know, unlike private equity, which was in some kind of logjam with access, you know, this big opportunity with infrastructure and digital infrastructure. The margins can be quite high. The coupons can be very lucrative.So, yes, it's a piece of the pie that everyone's trying to get in on right now. They get in on better. There's opportunities to come.I was just looking at a note put out by ...