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

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Agentic AIAIEnterprise Software
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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
AITechSaaS
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Enterprise SoftwareReportTechnologyFinanceReport, Blogs & InsightsMarkets & InvestmentsPE/VC

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

Software’s Role in an AI World: If a Corporation Were a Home, Enterprise Software Is the Foundation and Systems That Make the Home Run #VistaEquityPartners #Report

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UJ
Mar 20, 2026