#124 - Robert Smith: Enterprise Software, AI, Agentic Execution

About this episode

Robert Smith discusses the evolution of enterprise software and the role of AI in business decision-making.

Robert is Founder, Chairman, and CEO of Vista Equity Partners, which manages $107 billion in assets as of year‑end 2025, and a TIME 100 honoree—TIME magazine’s annual list recognizing the world’s most influential leaders across business, technology, and society. He shares how enterprise software is evolving into agentic execution, why AI strengthens rather than replaces software, how “bringing the model to the data” reshapes economics, and why companies must continuously evolve their systems, culture, and decision‑making to stay relevant through periods of rapid change. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply…

People in this episode

Host: Alex Shahidi

Guest: Robert Smith

Topics covered

• enterprise software
• AI
• agentic execution
• business evolution
• decision-making
• economic reshaping

Keywords

• enterprise software
• AI
• agentic execution
• business evolution
• decision-making
• Vista Equity Partners
• Robert Smith

Mentioned in this episode

Organizations: Vista Equity Partners, TIME, Evoke Advisors Division of MAI Capital Management, LLC, MAI Capital Management, LLC, U.S. Securities and Exchange Commission

More episodes of Insightful Investor

• #126 - Greg Bond: Alpha at Scale, AI for Collaboration · June 9, 2026 · 56 min
• #125 - Paul Desmarais III: Right to Win, Built to Last · June 2, 2026 · 1h 3m
• #123 - Chris Davis: Stewardship, Patience, Value Investing · May 19, 2026 · 1h 14m
• #122 - Doug Merritt: Cybersecurity Risk in the AI Era · May 12, 2026 · 1h 1m
• #121 - Matt McLennan: Resilient Wealth Creation, Patience, Gold · May 5, 2026 · 59 min
• #120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT · April 28, 2026 · 42 min