Web Reference: Feb 10, 2026 · Vista’s Founder, Chairman and CEO Robert F. Smith outlines how we see the next chapter of enterprise software unfolding in the age of AI. As software evolves from tools to agentic solutions that execute real work, Robert explains why not every company will successfully adapt. 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). Why SaaS Stocks Have Dropped—and What It Signals for Software’s Next Chapter A sharp reset in valuations reflects AI-driven disruption, slowing retention, and a growing divide between incumbents and future winners.
YouTube Excerpt: Robert F. Smith, the Founder, Chairman and CEO of Vista Equity Partners (Vista), examines the
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