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The Bridge Ep. 22: Who Really Benefits From AI?

Who will capture the real value from AI? Holden Spaht of Thoma Bravo joins Sonali Basak to explore why enterprise software, proprietary data, domain expertise, and deep customer relationships may be the biggest beneficiaries.

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35:30
The Bridge Ep. 22: Who Really Benefits From AI?
The Bridge Ep. 22: Who Really Benefits From AI?
11:37
The Bridge Ep. 21: What the Headlines Miss About Private Credit
The Bridge Ep. 21: What the Headlines Miss About Private Credit
30:53
The Bridge Ep. 20: Do Private Markets Need More Liquidity?
The Bridge Ep. 20: Do Private Markets Need More Liquidity?
47:31
The Bridge Ep. 19: The Boring Way to Invest in AI
The Bridge Ep. 19: The Boring Way to Invest in AI
38:36
The Bridge Ep. 18: Will AI Replace Jobs Or Create Them?
The Bridge Ep. 18: Will AI Replace Jobs Or Create Them?
34:51
The Bridge Ep. 17: Is Private Credit's Golden Age Over?
The Bridge Ep. 17: Is Private Credit's Golden Age Over?
30:10
The Bridge Ep. 16: Can AI See What Investors Miss?
The Bridge Ep. 16: Can AI See What Investors Miss?
30:08
Marc Rowan on Leadership, Culture, and the Future of Private Markets | The 19th Hole
Marc Rowan on Leadership, Culture, and the Future of Private Markets | The 19th Hole
43:49
The Bridge Ep. 15: Private Credit's Return to Discipline
The Bridge Ep. 15: Private Credit's Return to Discipline
30:09
The Bridge Ep. 14: Opportunity Hiding in a “Fine” Economy
The Bridge Ep. 14: Opportunity Hiding in a “Fine” Economy
35:28
The Bridge Ep. 13: Good Credit Holds. Bad Credit Breaks
The Bridge Ep. 13: Good Credit Holds. Bad Credit Breaks
47:59
The Bridge Ep. 12: Value Is Moving Pre IPO. Where Do Investors Go Next?
The Bridge Ep. 12: Value Is Moving Pre IPO. Where Do Investors Go Next?
1:00:11
The Bridge Ep. 11: Expensive Isn't a Bubble
The Bridge Ep. 11: Expensive Isn't a Bubble
38:10
The Bridge Ep. 10: AI Broke the Rule of 40. Meet the Rule of 70.
The Bridge Ep. 10: AI Broke the Rule of 40. Meet the Rule of 70.
31:11
The Bridge Ep. 9 | Software's on Sale. Is the Correction Over?
The Bridge Ep. 9 | Software's on Sale. Is the Correction Over?

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