Our next guest leads the largest tech buyout firm with 181 billion dollars in assets under management. Toma Bravo, founder, managing partner Orlando Bravo joins us now. Welcome.It's good to have you. >> Sarah, it's great to be here. Hi, Carl.Thanks for having me. >> All these deals, particularly around open AI, are they distorting the private market. >> I don't think so.I mean it's isn't it an astonishing amount of money >> and mindblowing and how quickly it it is moving now for enterprise software which is ...

The YC-backed startup has raised a $4.5 million seed round as it looks to win over more businesses by replacing cumbersome phone trees with AI-powered software. https://t.co/NEZoU2Evxk ...

This Startup Hit A $3.25 Billion Valuation Building Software To Fix Drug Pricing https://t.co/a1bmbDi1RS ...

Unlike most software, large language models are probabilistic. A deterministic approach to safety is thus inadequate. A better way forward is to copy engineers in the physical world https://t.co/COsTN2tSGf ...

This Startup Hit A $3.25 Billion Valuation Building Software To Fix Drug Pricing https://t.co/a1bmbDi1RS ...

Agentic System Evolution - The industry views agentic systems as a natural evolution of AI software, which itself is a natural evolution of traditional software [1] - Agentic systems can lead to dramatically simpler code and logic compared to previous generations of software, despite being more powerful and capable of more sophisticated tasks [2] Complexity Assessment - The industry suggests that evaluating agentic systems is not necessarily more complex than evaluating traditional software or single-shot LLM outputs [1] - The resulting agentic systems built by sophisticated customers are often simpler than their predecessors [2]

This Startup Hit A $3.25 Billion Valuation Building Software To Fix Drug Pricinghttps://t.co/OqK5Yd7WE1 https://t.co/eBccIgcbgG ...

Human labor is generally like an order of magnitude larger than software spend like 10x or more. Of course, you're not going to capture all of that, but when you're kind of bringing in software, if you can give them like a 3x to 5x ROI, that's very compelling. What that translates to is like, you know, roughly 3x multiple on the value you're able to capture there.And so, if you look at a lot of our customers, for example, they're spending more on the AI agent than the previous sort of CRM software or suppor ...

Openoro is a software company that happens to have some assets. I think there's an asset light model here that could work incredibly well. There's asset heavy model that can work incredibly well and will have like literally all of them.You must judge companies based on where leverage comes from. The leverage from open door will come from software. We will build excellent software for buyers and sellers of home and owners of homes and we will attach services to those products. ...

Meanwhile, right here at the New York Stock Exchange, we're watching another public debut. Transportation software company VIA is set to make its debut this after pricing above the expected range. Joining us now in a first on CNBC interview ahead of the first trade, Via Transportation co-founder and CEO Daniel Ramote.Uh Daniel, nice to have you. Thank you so much. And congrats.We all remember, at least Sarah and I do, when you were a ride sharing company here in the New York area, New York City, but you mad ...