Vista Equity Partners at Milken | Common Sense From Uncommon Investors

Vista Equity Partners’ (Vista) Founder, Chairman and CEO, Robert F. Smith, joins the Milken Institute’s Common Sense from Uncommon Investors panel to discuss the transformative impact of artificial intelligence, particularly Gen AI, on enterprise software, investment strategies and global productivity.

In this conversation, Robert shares how 25 years ago enterprise software emerged as the most productive tool in our business economy and how today, Gen AI is feeding the productivity of enterprise software businesses, turning some into AI-enabled and others into agentic businesses. He explained how investors can differentiate firms investing in technology and why software continues to demonstrate resilience within the technology investment landscape.

Robert also speaks to the responsibilities that come with such transformation, including distributing knowledge and capabilities to future generations to thrive in an agentic world.

#PrivateEquity #EnterpriseSoftware #ArtificialIntelligence #AgenticAI #GenerativeAI #GenAI #Investing

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Vista Equity Partners (Vista) is a leading global technology investor specializing in software. Through its private market strategies — private equity and private credit — and tailored private wealth solutions, Vista seeks to deliver differentiated returns using a proprietary, disciplined approach. Over more than 25 years, the firm has built a diversified portfolio of mission-critical software companies serving millions worldwide. Vista’s private equity strategy actively partners with its portfolio to harness transformative technologies like generative AI, driving innovation and operational excellence at scale.