AI
Orlando Bravo pushes back on private markets criticism: 'Everybody's extremely comfortable'
Bravo said deep sector expertise is separating winners from losers as artificial intelligence creates disruption across the software industry.
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Orlando Bravo
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Latest on Orlando Bravo
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Tech investor Orlando Bravo says most software companies don't have enough profit
The Thoma Bravo co-founder called attention to a lack of profits for many software companies and said the stocks are oversold.
Technology
Billionaire tech investor Orlando Bravo says 'valuations in AI are at a bubble'
One key difference between the dotcom bubble and today, Bravo said, is that big companies with healthy balance sheets are financing tech startups.
