WSJ | Brookfield Sees More Opportunity Than Threat in AI

Originally published by The Wall Street Journal on February 5, 2026.

Despite a multi-day selloff of technology stocks in the public markets, private capital market data shows strong growth and solid credit profiles for private software businesses. Scott Twibell, Managing Director and Global Co-Head of Lincoln’s Technology Group, believes the public markets have overreacted and that software will not be easily replaced by AI. He recently shared his insights with The Wall Street Journal.

“These are not things that can be ripped out of organizations overnight,” Scott said.

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