Forbes recently covered the Thoma Bravo annual investor meeting in Miami where a key topic was AI's impact on software.
The article reported on themes from the meeting, including Thoma Bravo's view that public markets are not sufficiently distinguishing between software companies when it comes to AI disruption risk.
The coverage included remarks from Thoma Bravo Managing Partner and Founder Orlando Bravo and Managing Partner Holden Spaht on the firm's perspective that AI disruption is real but unevenly distributed across the sector. Companies with deep domain expertise have fundamentally different exposure to disruption than those without it.
The firm sees the market's failure to make these distinctions as creating a significant opportunity for disciplined investors.
Read the full Forbes article here.