Orlando Bravo Has Never Seen A Market Broken Like This | Compound Interest

Orlando Bravo has more riding on the software comeback than anyone in the world. As founder and managing partner of Thoma Bravo, he oversees $172 billion of private-equity money, nearly all of it invested in corporate software. He tells Liz and Rohan why the SaaSpocalypse is over, why LBOs are so hard to do right now, and AI’s “giant sucking sound” in the capital markets. Sign up to get the Semafor Business briefing in your inbox. This season of Compound Interest is in partnership with Amazon Business. Amazon Business is a trusted partner that transforms business buying by combining Amazon's