Apollo's Sambur: AI Makes Valuing Software Firms Harder
AI Summary
Apollo Global Management's Private Equity Co-Head David Sambur, speaking on Bloomberg's 'The Close' with hosts Katie Greifeld and Romaine Bostick, stated that artificial intelligence is making it increasingly difficult to value software companies. Sambur noted that despite ongoing uncertainty surrounding the Iran war, dealmaking activity has continued to persist in the private equity space. He acknowledged that deal markets generally prefer calmness and certainty, but argued that 'fortunes are made in volatility,' suggesting Apollo sees opportunity in the current turbulent environment. The article, published on April 8, 2026, via Bloomberg, reflects broader private equity sentiment around navigating geopolitical and technological disruption simultaneously.
Why it matters
Sambur's comments from a major private equity firm like Apollo highlight a growing challenge for investors and dealmakers: AI disruption is complicating traditional software valuation frameworks, with implications for M&A pricing, portfolio assessments, and public market comparables. The acknowledgment that AI introduces valuation uncertainty is significant for the enterprise software sector, where revenue multiples and growth trajectories are being reassessed industry-wide. Apollo's continued dealmaking posture amid geopolitical volatility also signals that large alternative asset managers may be positioning opportunistically, which can influence capital flows across private and public technology markets.
Scoring rationale
AI is cited as a key factor complicating software company valuations in private equity dealmaking, giving it tangential but market-relevant AI significance without being directly about AI companies or technology.
Impacted tickers
This summary was generated by AI from the original article published by Bloomberg Technology. AIMarketWire does not provide trading advice. Always refer to the original source for complete reporting.