Vagelintel

Results for "Thoma Bravo"

Keyword scan across titles, descriptions, summaries, and tags. For interview listings, try Guest appearances.

4 results

Episodes

  • Squawk on the Street
    StandardSummaries only

    11AM Hour: Thoma Bravo Managing Partner Holden Spaht, Kalshi Board Member on New York Lawsuit & Big Tech Earnings Breakdown 7/31/26

    Squawk on the Street· Jul 31, 2026

    We break down Amazon and Apple's latest quarters with both stocks heading in opposite directions today. Then, Thoma Bravo Managing Partner Holden Spaht joins to discuss how he's looking at the software sector right now. …

    investing
  • The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
    StandardSummaries only

    20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 30, 2026

    AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Why Humans No Longer Pick Models 12:05 "Compute ≠ Revenue": The Firs…

    openaianthropicagentsinvesting
  • The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
    StandardSummaries only

    20VC: Inside Accel's $4BN Growth Investing Machine | Cursor is Dead is Total BS: Here is Why | What Missing Rippling and ElevenLabs Taught Us | Are $2BN-$10BN IPOs Dead | Why Now is a Great Time to be Thoma Bravo with Miles Clements

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Miles Clements· Mar 9, 2026

    Miles Clements is a Partner @ Accel where he helps to lead their growth fund. At Accel, Miles has led or invested in Atlassian, Cursor, Linear, and more. AGENDA: 03:38 Where is True Alpha and Value in a World of AI 05:10…

    aiinvesting
  • The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
    StandardSummaries only

    20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark

    The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jack Altman Joins Benchmark· Feb 26, 2026

    AGENDA: 03:55 Anthropic Security Product Wipes Billions Off Public Markets 11:17 Do Agents Turn SaaS Incumbents into Valueless Databases 22:07 Anthropic Secondary Sale Makes Hundreds Decamillionaires 23:20 Citrini Resear…

    openaianthropicinvesting