Thoma Bravo Founder Predicts Decades for Corporate AI Adoption
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Source: seekingalpha
- AI Adoption Timeline: Orlando Bravo, founder of Thoma Bravo, believes corporate adoption of AI will unfold over decades rather than years, indicating a slower evolutionary process that contradicts expectations for rapid transformation.
- Software Industry Opportunity: Despite the extended timeline, Bravo views AI as a massive long-term opportunity for the software sector, asserting that the current infrastructure buildout is more transformative than cloud computing, signaling significant growth potential for enterprise software.
- Accelerated Acquisition Activity: Thoma Bravo plans to become “a lot more active” in acquiring both public and private companies, leveraging lower private equity multiples in software to drive market consolidation among large software vendors and enhance customer service capabilities.
- Market Consolidation Examples: Bravo highlighted ServiceNow and Salesforce as “phenomenal consolidators” and cited Thoma Bravo’s portfolio company Anaplan, which aims to consolidate the market and potentially increase its value to between $50 billion and $70 billion.
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Analyst Views on CRM
Wall Street analysts forecast CRM stock price to rise
39 Analyst Rating
29 Buy
9 Hold
1 Sell
Moderate Buy
Current: 186.240
Low
223.00
Averages
326.40
High
405.00
Current: 186.240
Low
223.00
Averages
326.40
High
405.00
About CRM
Salesforce, Inc. is a customer relationship management (CRM) technology company. Its artificial intelligence (AI) powered Agentforce 360 Platform offers sales, service, marketing, commerce, collaboration, data management, integration, analytics, and information technology (IT) service solutions. It enables customers to build and deploy digital labor for employees and customers, leveraging autonomous AI agents across business functions. Its service offerings include Agentforce Sales, Agentforce Service, Agentforce 360 Platform, Slack and Others. The Agentforce Sales provides sales capabilities and tools built for organizations across prospecting, sales engagement, team collaboration, sales analytics and AI, sales programs, sales performance, partner management, and revenue and orders. The Agentforce Service provides field service solutions that enable companies to connect service agents, dispatchers and mobile employees through platform to schedule, dispatch and manage jobs.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Integrated Functional Innovations: Slackbot integrates enterprise search and utilizes Model Context Protocol to connect with third-party agents like Anthropic's Claude and OpenAI's ChatGPT, streamlining task management and customer record updates, thereby improving operational efficiency.
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