18 days ago

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Finance & Crypto Tech Reviews all in podcast all in podcast all-in podcast Chamath Palihapitiya Jason Calacanis David Sacks David Friedberg

Oct 15, 2025 All-In Summit 2025
(0:00) Introducing Orlando Bravo
(1:53) Orlando’s history, Puerto Rico origins, how he got into private equity
(7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising
(9:01) Role of PE in the American economy, public perception, underwriting AI risks
(15:23) Deal pricing philosophy, acquiring Boeing’s avionics business
(19:24) Thoma Bravo’s operating playbook after acquiring a company
(26:16) Thoughts on taking Thoma Bravo public

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