Dry Powder: The Private Equity Podcast
Back to the Future w/ Vista’s Robert F. Smith
Nov 21, 2023
Vista Equity Partners' CEO discusses the impact of generative AI and the three waves of AI, as well as leveraging AI in portfolio companies. The potential benefits of AI in investment, collaboration, and customer upselling are explored. The importance of an engineering background in driving productivity and efficiency in enterprise software is highlighted. Scaling assets under management to over $100 billion and building a strong corporate infrastructure are discussed. Investing in talented people and understanding new technologies are emphasized for maintaining success and growth in the enterprise software space.
17:18
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Quick takeaways
- AI will have a significant disruptive impact on various industries for years to come, benefiting hardware providers and those utilizing AI effectively in their markets.
- Implementing AI requires a systematic approach, leveraging AI in underwriting and enhancing value creation, and building a learning culture across the organization for long-term success.
Deep dives
The Importance of AI in Fueling Optimism
AI is seen as the next big thing and continues to generate enthusiasm among tech investors and the private equity industry. It is expected to have a significant disruptive impact on various industries for years to come. The value of AI will benefit hardware providers, superscalers, and those utilizing AI effectively in their markets. The first-movers in AI will have a short-term advantage, but over time, there will be equalization. Investors need to consider how to take advantage of AI and develop solutions that create value.
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