These remarks reflect general market views, not investment advice. Forward-looking statements are subject to risk and uncertainty, and there can be no assurance that outcomes discussed will be achieved.
News · January 21, 2026
CNBC: Orlando Bravo on AI at the World Economic Forum
Orlando Bravo spoke with CNBC’s Sara Eisen at the World Economic Forum in Davos about AI’s impact on the software market, describing AI as a multi-decade growth opportunity for enterprise software. He discussed the role of domain expertise in software value creation, market volatility and emerging investment and consolidation opportunities in the sector.
