Bloomberg Talks Thoma Bravo Co-Founder and Managing Partner Orlando Bravo
19 snips
Oct 8, 2025 
Orlando Bravo, co-founder and managing partner of Thoma Bravo, shares insights from his journey in private equity, highlighting his transition from banking to tech investing. He discusses the impact of AI on the software industry, arguing it will enhance, not replace, software capabilities. Bravo also explores the current shakeout in private equity, emphasizing the importance of operational efficiency and the necessity for firms to sell companies for long-term success. His commitment to Puerto Rico through his foundation underscores a focus on creating opportunities for the community.
AI Snips
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Transcript
Episode notes
AI Amplifies Software TAM
- AI complements software and expands total addressable markets by enabling new agentic solutions.
- Adoption will be evolutionary, increasing use cases and customer engagement over time.
Cut Costs Before Big AI Bets
- Reduce operating costs and aim for high margins before heavy AI investment.
- Run the company efficiently so you can invest in AI where it creates real differentiation.
Use AI To Speed Data Insights
- Use AI to accelerate information gathering and monitor portfolio metrics in near real time.
- Let fast access to bookings and trends inform investment and operational decisions.