Orlando Bravo on AI, Software Investing & Hyper Competition | CNBC Closing Bell at Sohn Conference
Orlando Bravo joins @CNBC's Closing Bell with Scott Wapner at the Sohn Conference to discuss AI, software investing and the evolving competitive landscape. He explains why leadership is the key differentiator in the AI age, how companies are navigating “hyper competition” and where he sees the biggest opportunities in today’s market.

▶︎
What's Next for Software with Orlando Bravo

▶︎
Once I Understood This About Investing, My Life Changed.

▶︎
Jeff Bezos: AI productivity gains could lead to labor shortages and deflation

▶︎
Trump rails against CNN when asked about $1.776B fund

▶︎
Learn 97% of Claude in Under 16 Minutes

▶︎
Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy

▶︎
Nvidia’s Jensen Huang on the AI revolution, job losses and what drives him | Full interview

▶︎
Invest in This - It'll be worth 10x more by 2030 | Investing expert - Mohnish Pabrai

▶︎
SpaceX IPO 'Will Be Volatile' Says Ark Invest's Cathie Wood

▶︎
Aswath Damodaran: The AI Boom Is Headed For A Reckoning

▶︎
How investors can trade AI after Nvidia's earnings report

▶︎
Dario Amodei & Marc Benioff: Future of AI

▶︎
Orlando Bravo & Liz Hoffman at Semafor World Economy

▶︎
Scott Galloway: The Rich Are Quietly Preparing For The AI Collapse

▶︎
Sam Altman: People are right to be anxious about AI

▶︎
REVISITING: How Carl Thoma & Orlando Bravo Built the Largest Software-Focused Investment Firm

▶︎
This is Bigger Than Nvidia. These 5 Stocks Win the Next AI Boom.

▶︎
Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan

▶︎
Inside the Mind of a Tech Investor with Gavin Baker

▶︎
