/AI9h ago

Thoma Bravo founder Orlando Bravo says the "SaaSpocalypse" is over, with 60% of portfolio company code now AI-generated

Predicted 50% white-collar job losses failed to materialize.

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Marcelo P. Lima
Marc Benioff#1164
Original postMarc Benioff#1164
Marcelo P. Lima@MarceloLima

Orlando Bravo: "The SaaSpocalypse is over... AI is an enormous, enormous tailwind for software companies... I was here last year at Super Return, and I think one of the LLM leaders made a comment that by this year, 50% of all white-collar jobs are going to be gone. And somebody in private equity made a comment that 50% of the people in this conference wouldn't have a job by next year. And look at the conference. You even had security outside. There's more people here than ever before... Our companies, 60% of the code that they write is machine-generated. But our number of developers, we have 20,000 of them, they're going up because now they can be a lot more productive."

9:04 AM · Jun 9, 2026 · 64K Views
Sentiment

Positive users affirm AI ending the SaaSpocalypse and massively expanding software TAM and productivity, while negative users remain skeptical about MSFT's role in the rally or dismiss the shifting PE narratives.

Pos
66.6%
Neg
33.4%
5 comments with sentiment.
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Ronie@RonieJet

@CNBC SaaS downturn narrative may be flipping to AI growth.

9hViews 30Likes 1Bookmarks 1
REPLIES1
Pulse and Profit@pulseandprofit

@CNBC Hopefully some good news for $MSFT

9hViews 120
Volodymyr Pavlenko@mindinpanic

@CNBC everyone called saas dead and now the pe guys are saying 'actually we were just clearing inventory'

7hViews 30
Benoni@Baratariabay

@pulseandprofit @CNBC Unfortunately msft is an important part of funding the rally, it’s part of a big structural short and there’s nothing that can be done while retail hates it. Could stay in this range the rest of the year

9hViews 25
Inflectiv AI ⧉@inflectivAI

@CNBC If AI can drive measurable productivity gains, software companies may enter a new growth cycle rather than the slowdown many feared.

9hViews 23
Vinay Narayan@vinnaray

@MarceloLima This is a contrarian view that’s right. TAM for good software has gone up an order of magnitude.

2hViews 10