AIThe Next Webabout 3 hours ago
Thoma Bravo declares SaaSpocalypse over, skeptics remain
1 min read
Orlando Bravo, founder of Thoma Bravo, told CNBC at SuperReturn International that the SaaSpocalypse is finished, calling AI an enormous tailwind. Half of new revenue across his portfolio is now AI revenue. The recovery is bifurcated, with infrastructure and consumption-priced software surging while per-seat models remain under pressure.
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