Tech Disruptors: Silver Lake’s Joe Osnoss on Changing Tech Stack
Just how big a threat is AI to software-as-a-service providers, and what changes will it bring to the broader industry? Silver Lake Managing Partner Joe Osnoss sits down with Bloomberg...
By Aditya Somani · Bloomberg
Just how big a threat is AI to software-as-a-service providers, and what changes will it bring to the broader industry? Silver Lake Managing Partner Joe Osnoss sits down with Bloomberg Intelligence’s Mandeep Singh to discuss the “SaaSpocalypse” and the firm’s exposure to AI, data centers and other major technology themes. The conversation also explores how AI is reshaping software business models, competitive positioning and margin profiles of Silver Lake’s portfolio companies. Osnoss shares his