Monday, March 2, 2026 at 2:00 AM
Doug Ostrover and Marc Lipschultz made Blue Owl a private-credit behemoth with bets on software, AI and individual investors.
It is starting to show cracks.
The private-markets giant hosted a call to reassure wealth advisers who connect clients to its funds.
Plus, new tariffs and a booming resale market for luxury brands.
Panic over a software-business disruption from AI appears to have subsided after Anthropic showcased its partnership with Salesforce and other companies.
Retirement managers and insurers are racing to figure out how AI might help or hammer software investments held in private funds.
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