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Market Views

Comparing Large and Small Businesses Navigating AI Disruption

Vikas Keswani headshot
Vikas Keswani
Managing Director
Colbert Cannon
Managing Director
Published on: October 16, 2026
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Larger software businesses are faring better than smaller ones in response to AI disruption, according to Vikas Keswani, Head of Direct Lending. In this video, he discusses a renewed focus on time horizons for private credit investments during this time of rapid technological change.