What's Next for Software with Orlando Bravo

Orlando Bravo, Founder and Managing Partner, Thoma Bravo, highlights the evolving landscape of software and the impact of AI on the private equity and enterprise sectors at the 2026 Sohn Investment Conference. Moderated by CNBC's Leslie Picker.

Intelligence as Infrastructure: How AI Is Rewiring the Economy
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Intelligence as Infrastructure: How AI Is Rewiring the Economy

Digging Deeper: Conversations in Fundamental Investing
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Digging Deeper: Conversations in Fundamental Investing

Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
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Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z

Dr. Stephanie Simmons  at Web Summit 2026, May 12 2026
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Dr. Stephanie Simmons at Web Summit 2026, May 12 2026

The Inference Revolution: Groq, Nvidia and the Future of AI
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The Inference Revolution: Groq, Nvidia and the Future of AI

Orlando Bravo on Private Markets, AI
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Orlando Bravo on Private Markets, AI

Conan O’Brien Delivers the Commencement Address | Harvard Commencement 2026
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Conan O’Brien Delivers the Commencement Address | Harvard Commencement 2026

David Rubenstein - Kenneth Griffin - Michael O’Leary - Robyn Grew | Panel discussion
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David Rubenstein - Kenneth Griffin - Michael O’Leary - Robyn Grew | Panel discussion

🎙️ Inside the Next Financial Crisis with Lloyd Blankfein #podcast #theforum
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🎙️ Inside the Next Financial Crisis with Lloyd Blankfein #podcast #theforum

David Einhorn pitches at Sohn Investment Conference 2026
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David Einhorn pitches at Sohn Investment Conference 2026

Inside the Mind of a Tech Investor with Gavin Baker
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Inside the Mind of a Tech Investor with Gavin Baker

AI, Attention, and Ownership: Ari Emanuel Explains the Next Era of Entertainment
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AI, Attention, and Ownership: Ari Emanuel Explains the Next Era of Entertainment

JPMorgan's Dimon on Bond Yields, AI Adoption, Mamdani, Geopolitics
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JPMorgan's Dimon on Bond Yields, AI Adoption, Mamdani, Geopolitics

Ryan Packard pitches AppLovin at Sohn 2026
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Ryan Packard pitches AppLovin at Sohn 2026

Anthropic CEO on Safety, Job Displacement and Anthropic's $350B Valuation | WSJ
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Anthropic CEO on Safety, Job Displacement and Anthropic's $350B Valuation | WSJ

Trump Brags About His Brain, Crowd Size & Pool, CBS Fires Scott Pelley & Don Jr's Honeymoon Video
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Trump Brags About His Brain, Crowd Size & Pool, CBS Fires Scott Pelley & Don Jr's Honeymoon Video

LIVE: Conan O’Brien speaks at Harvard graduation ceremony (full)
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LIVE: Conan O’Brien speaks at Harvard graduation ceremony (full)

Sundar Pichai on A.I. Backlash, the Future of Work and Google’s Next Era
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Sundar Pichai on A.I. Backlash, the Future of Work and Google’s Next Era

Orlando Bravo on AI, Software Investing & Hyper Competition | CNBC Closing Bell at Sohn Conference
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Orlando Bravo on AI, Software Investing & Hyper Competition | CNBC Closing Bell at Sohn Conference

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