<p>David Sambur, co-head of private equity at Apollo Global Management Inc., believes that acquiring companies are on the brink of a major reckoning in the software industry, as they previously failed to recognize that technologies like artificial intelligence (AI) would completely disrupt the software sector. &#34;Only now are people starting to pay attention to the impending 'multi-car pileup' on the software investment highway... If you were willing to open your eyes in 2022, the signs of this were already beginning to emerge.&#34; As investors reassess the economic models and future growth rates of software companies, the industry needs to prepare for an &#34;imminent valuation reset.&#34; (Bloomberg)</p>

<p>David Sambur, co-head of private equity at Apollo Global Management, stated that the software industry is facing significant changes, as acquisition companies are on the brink of liquidation due to their failure to foresee the impact of technologies such as artificial intelligence. He mentioned that investors need to reassess the economic models and future growth rates of software companies in preparation for the upcoming valuation reset</p>

阿波罗：私募股权行业将迎来漫长的软件投资阵痛期