Vista Equity Partners Founder Robert F. Smith | AI, Investing and the Biggest Tech Shift Since the Internet

Vista Equity Partners Founder Robert F. Smith | AI, Investing and the Biggest Tech Shift Since the Internet

From Icons and Ideas with Peter Mallouk by Peter Mallouk

February 24, 2026 · 44 min · Episode 7

About this episode

Peter Mallouk and Robert Smith discuss the impact of AI on enterprise software and its implications for investors.

How will artificial intelligence reshape investing, software, careers and the global economy? Vista Equity Partners Founder Robert F. Smith joins Peter Mallouk for a masterclass on AI, enterprise software, private equity and the future of business. As one of the world's leading technology investors, Robert explains why AI is creating the biggest transformation since the internet, how enterprise software companies will evolve, what investors are getting wrong about AI and the skills professionals need to thrive in a rapidly changing economy.

People in this episode

Host: Peter Mallouk

Guest: Robert Smith

Topics covered

  • AI in enterprise software
  • investing
  • SaaS business models
  • durable value creation
  • market volatility
  • long-term investing

Keywords

  • AI
  • enterprise software
  • investing
  • SaaS
  • value creation
  • market volatility
  • subscription software

Mentioned in this episode

Organizations: Vista Equity Partners, Creative Planning

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