Thoma Bravo founder: AI will disrupt many software companies in the public market
CNBC Television·2026-03-17 20:00
In the public markets, if you look at it, there are many, many software companies in the public markets that will be disrupted from AI. Those companies were going to be disrupted anyway. AI will create that disruption a lot faster.And some of the decreases in their valuations are very warranted and we would have no interest, for example, in buying those companies. ...