Thoma Bravo: Software Spend Will Grow 19% a Year Through 2028. AI is The Accelerant.
SaaStr
APRIL 1, 2025
in 2030 would be huge. Morgan Stanley said recently AI spend is about 50% new, 50% repurposed from the rest of the IT budget. That 50% new is enough to fuel the growth we see above. AI driving software from 2.0% of GDP in 2020 to 4.0% It would be the New Golden Age of Software. That may be just what we’re seeing.
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