Software's Next Chapter, a Message from Robert F. Smith

Описание: Robert F. Smith, the Founder, Chairman and CEO of Vista Equity Partners (Vista), examines the next chapter of enterprise software in the age of artificial intelligence (AI). Major technology shifts create periods where expectations move faster than reality, as seen with AWS in 2014 and the subsequent decade of software growth. The concept of agentic enterprise solutions emerges from this evolution: trusted AI that not only supports work but executes it reliably, transforming how software is valued.

Three types of companies are emerging in this era, with enterprises prioritizing context, trust and scale in AI solutions. Private markets provide the primary arena for value creation. Vista leverages its portfolio and Agentic Factory to test, deploy and scale AI driven enterprise platforms, demonstrating what it takes to succeed in this transformative moment for software.

Explore expert insights on agentic enterprise software, AI innovation and market trends from Vista:
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Video Chapters
00:00 - 00:47 Robert F. Smith on the Roles of Enterprise Software in the AI Era
00:48 - 03:02 Three Types of Software Companies
03:03 - 05:28 Three Qualities That Matter for Software Companies
05:29 - 07:40 Enterprise AI in the Private Markets