BREAKING: Thoma Bravo just released their LP meeting slides.
The world's largest software PE firm thinks the market has it completely wrong on software right now.
Public markets are panic-selling software based on AI fear.
Here's what they're seeing:
My annual MRI scan gives me a USB stick with the data, but you need this commercial windows software to open it.
Ran Claude on the stick and asked it to make me a html based viewer tool. This looks... way better.
Doug Tompkins, cofounder of The North Face, and his wife Kris protected 2.2 million acres in Chile and Argentina, creating parks like Pumalín and Corcovado and redefining what private land conservation can look like.