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Tech x VC | Technology, AI, semiconductors & venture capital

Tech x VC · Global · Technology, AI, semiconductors, and venture capital for builders and investors | Showing 5 of 5

Tech x VC | Technology, AI, semiconductors & venture capital

Technology, AI, semiconductors, and venture capital — curated for builders and investors.

Tech x VC · Global · Showing 5 of 5

Takeaways: 2026 Thoma Bravo Annual Meeting

[Holden Spaht's LinkedIn Post](https://www.linkedin.com/in/holden-spaht?miniProfileUrn=urn%3Ali%3Afsd_profile%3AACoAAAA_OfoBiXdMqYaGEurCduRVKCx5EBeDm-Q): "...We recognize of course that the conventional narrative around software in the last few months is nearly dystopian. But we believe that narrative is oversimplified, and the data tells us something quite different. Public SaaS companies have grown their top line…

Mar 27, 2026·AI
Takeaways: 2026 Thoma Bravo Annual Meeting

https://cdn.prod.website-files.com/65d0d38fc4ec8ce8a8921654/69c36701128b86b93599945d_ICONIQ_Analytics%20_The_State_of_GTM_in_2026.pdf

*The State of Go-to-Market in 2026 | Mar 2026 | ICONIQ*

Mar 27, 2026·Report
https://cdn.prod.website-files.com/65d0d38fc4ec8ce8a8921654/69c36701128b86b93599945d_ICONIQ_Analytics%20_The_State_of_GTM_in_2026.pdf

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](https://youtu.be/j53373qLyQY?si=tEfOONf-rJ5SwhJH&t=0h13m45s)] > "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…

Mar 20, 2026·Agentic AI
Robert F. Smith on AI & Enterprise Software | Vista Equity Partners

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*

Mar 20, 2026·AI
https://www.vistaequitypartners.com/wp-content/uploads/2026/03/Vista-Equity-Partners_AI-Outlook-PDF-Mar-2026.pdf

https://docsend.com/view/9sncuuysah76ewzj

*SaaS Founder Resources You’ll Want To Bookmark | SaaS Founder Playbook 2026 | Kalaari Capital *

Feb 22, 2026·SaaS
https://docsend.com/view/9sncuuysah76ewzj
Source
AIFinanceInvesting
+99 more tags
LP MeetingMarkets & InvestmentsPE/VCReportReport, Blogs & InsightsSaaS

Takeaways: 2026 Thoma Bravo Annual Meeting

Holden Spaht's LinkedIn Post: "...We recognize of course that the conventional narrative around software in the last few months is nearly dystopian. But we believe that narrative is oversimplified, and the data tells us something quite different. Public SaaS companies have grown their top line…

View Full Article
UJ
Mar 27, 2026
Source
Report
Source
Agentic AIAIEnterprise Software
+77 more tags
Finance
Source
AITechSaaS
Source
SaaS
Software
Technology
Thoma Bravo
GTM
SaaS
+77 more tags
ICONIQAITechnologyFinanceReport, Blogs & InsightsMarkets & InvestmentsPE/VC

https://cdn.prod.website-files.com/65d0d38fc4ec8ce8a8921654/69c36701128b86b93599945d_ICONIQ_Analytics%20_The_State_of_GTM_in_2026.pdf

The State of Go-to-Market in 2026 | Mar 2026 | ICONIQ

View Full Article
UJ
Mar 27, 2026
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…

View Full Article
UJ
Mar 20, 2026
+7
7 more tags
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

View Full Article
UJ
Mar 20, 2026
Founders
PE/VC
+66 more tags
ReportFinanceTechnologyAIReport, Blogs & InsightsMarkets & Investments

https://docsend.com/view/9sncuuysah76ewzj

*SaaS Founder Resources You’ll Want To Bookmark | SaaS Founder Playbook 2026 | Kalaari Capital *

View Full Article
UJ
Feb 22, 2026