Orlando Bravo on private companies making AI acquisitions, and corporate bonds slowing down deals

“We've spent billions of dollars of our capital to support M&A of our portfolio companies to buy AI businesses because we needed to get there faster or we saw capabilities that would be difficult to build in-house.” Orlando Bravo, founder and managing partner of Thoma Bravo, tells Rohan Goswami and Liz Hoffman why private companies can make AI acquisitions that public ones can’t, and why corporate boards are slowing down deals. Watch the full episode of Compound Interest on Youtube or listen wherever you get your podcasts.