Orlando Bravo: Many software companies in the public markets will be disrupted by AI

Orlando Bravo, founder and managing partner of Thoma Bravo, spoke with CNBC on the implications of artificial intelligence for the software sector. The discussion highlights AI as a strategic influence on software product roadmaps and investment focus, reinforcing ongoing private-equity interest in AI-enabled software companies. No specific financial figures or actionable guidance were provided.

Analysis

Orlando Bravo, founder and managing partner of Thoma Bravo, spoke with CNBC on the implications of artificial intelligence for the software sector. The discussion highlights AI as a strategic influence on software product roadmaps and investment focus, reinforcing ongoing private-equity interest in AI-enabled software companies. No specific financial figures or actionable guidance were provided.