Arini’s Lemssouguer Says AI Fear Alone Risks Software Defaults
Original Report
Fear of AI’s potential for disruption is enough to push up borrowing costs for software companies, causing problems for a sector that has a lot of debt, according to Arini Capital Management’s...
Fear of AI’s potential for disruption is enough to push up borrowing costs for software companies, causing problems for a sector that has a lot of debt, according to Arini Capital Management’s founder Hamza Lemssouguer.
Glass House Analysis
Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
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