For investors and operators alike, the question isn’t whether AI will disrupt SaaS — it’s how to identify and nurture the platforms that will define this new era. Managing Partner Holden Spaht discusses the next wave of enterprise software value creation emerging from platforms that harness collective intelligence at unprecedented scale.
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By Seth Boro
As a managing partner investing in cybersecurity at Thoma Bravo, "diplomacy" in my world is usually limited to my interactions with business owners and executive teams. The goal is to create new investment opportunities and help our portfolio companies grow and serve their constituents.
But at the 2023 Milken Institute Global Conference in May, I participated in a cybersecurity panel discussion titled "Digital Defense and Diplomacy: Enhancing Global Cyber Coordination." When I was asked to participate in the Milken panel, I was concerned that I might be a bit of an outlier. In a group of specialists with extraordinary expertise in government and public sector cybersecurity, I was asked to represent the "voice of the private sector."
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