Orlando Bravo, founder of US private equity firm Thoma Bravo, said that the rapid development of artificial intelligence technology is causing huge anxiety among investors. Because it's hard for businesses to determine which tech companies are worth the risk investment. Bravo pointed out at a forum event held in Miami on Friday that the AI boom has aroused strong “fear of missing out” in the private equity market, forcing some institutions to make hasty decisions they may regret later. At the same time, he pointed out that in the open market, investors are using PE multiples to trade these companies, and “if you haven't made a profit, the stock price will be penalized.” Bravo mentioned that fund funders also showed obvious hesitation about investing in AI, worrying that the field was overvalued or too risky. “More than ever before, some of the world's top large LP agencies are choosing to wait and see. “This is the first time I've seen this in 30 years,” he said, and investors wanted to better understand the product before moving forward with the deal.

Zhitongcaijing · 2d ago
Orlando Bravo, founder of US private equity firm Thoma Bravo, said that the rapid development of artificial intelligence technology is causing huge anxiety among investors. Because it's hard for businesses to determine which tech companies are worth the risk investment. Bravo pointed out at a forum event held in Miami on Friday that the AI boom has aroused strong “fear of missing out” in the private equity market, forcing some institutions to make hasty decisions they may regret later. At the same time, he pointed out that in the open market, investors are using PE multiples to trade these companies, and “if you haven't made a profit, the stock price will be penalized.” Bravo mentioned that fund funders also showed obvious hesitation about investing in AI, worrying that the field was overvalued or too risky. “More than ever before, some of the world's top large LP agencies are choosing to wait and see. “This is the first time I've seen this in 30 years,” he said, and investors wanted to better understand the product before moving forward with the deal.