Thoma Bravo co-founder Orlando Bravo on Tuesday said that artificial intelligence will disrupt software companies faster, and some of the hits to valuation are “very warranted.” “There are many, many software companies in the public markets that will be disrupted from AI,” he told CNBC’s Leslie Picker at Thoma Bravo’s investor meeting in Miami. “Those…
Benchmark general partner Bill Gurley on Monday said the artificial intelligence wave is real and a lot of people got rich quick, but he expects a “reset” to come. “When people get rich quick, a whole bunch of people come in and want to get rich too, and that’s why we end up with bubbles,”…
Michael Intrator, Chief Executive Officer of CoreWeave Inc., speaks during an interview with CNBC on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Sept. 22, 2025. Jeenah Moon | Reuters CoreWeave shares fell 8% in extended trading on Thursday after the artificial intelligence-focused cloud infrastructure provider delivered light revenue…
Arthur Mensch, founder of Mistral AI, during the ‘Nvidia GTC’ meeting at the 2025 VivaTech conference in Paris, France, on Wednesday, June 11, 2025. Nathan Laine | Bloomberg | Getty Images NEW DELHI — More than 50% of enterprises’ current software could be replaced by AI, the CEO of Mistral AI told CNBC on Wednesday,…