# Software Companies

Type: Company

Source: Startup Intelligence Brief — https://getstartupbrief.com/entity/software-companies
Canonical HTML page: https://getstartupbrief.com/entity/software-companies

## Recent coverage (2 stories)

### Software Giants Counter AI Existentialism and Regulatory Curbs
2026-03-13 06:13:07 · Sentiment: Neutral · Impact: 6/10 · Sources: 2

Software industry leaders, led by Oracle's Mike Sicilia, are mounting a defense against the narrative that AI will render traditional software obsolete. They are simultaneously lobbying against restrictive regulatory curbs that could stifle the integration of AI into enterprise workflows.
Full story: https://getstartupbrief.com/story/software-companies-fight-back-ai-curbs-oracle

### Apollo CEO Warns of $1.8T Private Credit Shakeout Amid Software Exposure
2026-03-07 00:18:29 · Sentiment: Bearish · Impact: 7/10 · Sources: 3

Apollo Global Management CEO Marc Rowan has signaled a prolonged "shakeout" in the $1.8 trillion private credit market, specifically targeting overexposure to the software sector. The warning comes as Apollo-affiliated MidCap Financial Investment Corp. slashed its dividend by 18% following losses tied to its SaaS loan portfolio.
Full story: https://getstartupbrief.com/story/apollo-ceo-private-credit-shakeout-2026

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