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Thoma Bravo managing partner Orlando Bravo at Semafor World Economy, Sonic AI
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Semafor World Economy Summit 2026
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Thoma Bravo managing partner Orlando Bravo at Semafor World Economy
Semafor World Economy Summit 2026
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May 1, 2026
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15:28
Conference
Interview
Thoma Bravo managing partner Orlando Bravo at Semafor World Economy
From
Semafor World Economy Summit 2026
· 2026
Orlando Bravo
(Managing Partner, Thoma Bravo, guest)
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Executive Summary
The current market is an ideal time to acquire high-quality, market-leading enterprise software companies at discounted valuations, but a poor time to buy mediocre ones.
Software companies with deep, non-replicable domain expertise are best positioned to survive and thrive in the AI era, as they hold the keys to AI adoption within their specific verticals.
The proliferation of AI, particularly AI agents, creates massive new cybersecurity vulnerabilities, which is expected to trigger a significant boom in the cybersecurity industry.
Thoma Bravo's strategy is to invest in established leaders that are adapting to AI, viewing it as too early to invest in AI-native companies due to their unproven business models and monetization strategies.
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Keep pulling the thread on Orlando Bravo.
Domain Expertise as a Moat Against AI
Investment Strategy in a Disrupted Market
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Processed May 10, 2026
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