Orlando Bravo: Many software companies in the public markets will be disrupted by AI

But geopolitics isn't the only story that's been rattling the market. There are also concerns around private credit and its exposure to software, which led to an exodus of investor money from private credit funds. The biggest lenders going on media tours to downplay the risks. Although Apollo's Apollo Global's John Zto is calling out the industry as being arrogant in a recent Wall Street Journal article, he also called out one firm in particular, Toma Bravo. And that brings us to our first guest today. Orla ...