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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

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Nuggets · Showing 4 of 4

Source
Agentic AIAIEnterprise Software
+77 more tags
Finance
Markets & Investments
PE/VC
Podcast
SaaS
Technology
Vista Equity Partners

Robert F. Smith on AI & Enterprise Software | Vista Equity Partners

Quotes

"The economic benefit of what we are seeing is orders of magnitude higher than the economic benefit that we saw going from on-prem to cloud." - Robert F. Smith [00:13:45]

"History doesn't repeat itself but it rhymes, and so what we're looking to do is rhyme that same capacity... converting these enterprise workflows to embrace…

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UJ
Mar 20, 2026
Source
Agentic AITAMAI
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ReportTechnologyFinanceReport, Blogs & InsightsMarkets & InvestmentsPE/VC

https://www.vistaequitypartners.com/wp-content/uploads/2026/03/Vista-Equity-Partners_AI-Outlook-PDF-Mar-2026.pdf

Agentic Enterprise Solutions Could Capture $3TN of the Current Value of Global Human Labor #VistaEquityPartners

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UJ
Mar 20, 2026
Source
Agentic AIAIFinance
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Markets & InvestmentsPE/VCReportReport, Blogs & InsightsTAMTechnologyValue

The Economic Opportunity : Cumulative Projected AI-Driven Value Creation: $ in Trillions (via Bain)

Bain & Company projects $5 to $7 trillion in cumulative value flowing to the software andapplication layer by 2030 — a more than 4x expansion from current levels and potentially the largest addressable market expansion in software history. Hardware and infrastructure have captured the first waves of AI-driven value creation, but software is projected to capture the third and largest. Within that…

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UJ
Mar 20, 2026
Source
Agentic AIFintechReport, Blogs & Insights
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TechnologyAI

https://fintechindex.fprimecapital.com/

Investors and entrepreneurs love the idea of agentic workflows due to massive TAM expansion potential

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UJ
Feb 18, 2026