Holden Spaht on iCapital's The Bridge with Sonali Basak

Thoma Bravo Managing Partner Holden Spaht joined Sonali Basak to discuss why enterprise software may emerge stronger, not weaker, in the age of AI. Rather than a "SaaS apocalypse," Holden discussed how AI's impacts have been counterintuitive, producing meaningful software investments and huge potential opportunities for companies with deep domain knowledge.