Thoma Bravo co-founder Orlando Bravo says AI-driven disruption creates a huge buying opportunity as software valuations slump
Summary
Financial Times reports that Orlando Bravo, co-founder of Thoma Bravo, says the current slump in software company valuations, driven by fears of AI-driven disruption, is creating a 'huge buying opportunity' for investors. The remarks frame AI risk as a catalyst for consolidation in enterprise software and highlight capital-enabled buyers as well-positioned to acquire assets at lower prices amid a shifting AI-enabled operating landscape.