Bloomberg: Software Is AI, If You Do It Right - Holden Spaht

Thoma Bravo Managing Partner Holden Spaht recently joined Dani Burger on Bloomberg Deals to discuss how he believes AI is driving the next phase of innovation in software and why he sees compelling opportunity amid the current market volatility. He highlighted that he views mission-critical, domain-driven software companies with high recurring revenue and deep customer integration as particularly well positioned to capitalize on AI.