AI's Next Act: Not Just Hype, But Real Dough in Private Software

Beyond the Hype Train: Real AI Money

Yo check it – Fresh Prince here reporting live from the frontlines of the tech revolution. Forget those flashy headlines about robots taking over the world. The real story ain't on the surface it's deeper than a Bel Air swimming pool. We're talking about where the real money's gonna be made in AI and according to Robert Smith from Vista Equity Partners it's not where you think.

Agentic AI: Your New Office Buddy?

Smith's saying that the big boys – Nvidia Microsoft the whole crew – they've already had their moment in the sun. Now it's time for the unsung heroes of the AI world: private software companies. These cats are using 'agentic AI' – think of it as having a super smart digital assistant that can actually get stuff done – to seriously boost productivity. Like Carlton trying to learn hip hop they're taking something new and making it work for them. Speaking of smart you should check out Alphabet's AI Gamble: Is Google Betting Big or Just Betting? to see how even the big players are navigating this AI game. It's like when Geoffrey tries to give fashion advice – sometimes you gotta see the whole picture to understand what's going on.

Vista's Secret Weapon: The Agentic Factory

Vista with their hundred billion in assets ain't just sitting around watching paint dry. They've built themselves an 'agentic factory' to inject AI into all their portfolio companies. It's like turning the Banks mansion into a tech incubator. Smith says they're already seeing serious results with a bunch of their companies raking in the dough thanks to this AI transformation. It's all about being proactive you know? Like when I showed up in Bel Air I didn't wait for things to happen I made them happen.

Software Eating Services: A New Kind of Food Fight

Remember when Nvidia's CEO said AI was gonna 'eat software'? Well Smith's flipping the script. He's saying agentic AI will actually help enterprise software 'eat services'. It's like a West Philly street fight but with algorithms. Instead of coding everything from scratch companies can use AI powered tools to automate tasks and get things done faster and more accurately. It is like when I tried to cook Thanksgiving dinner I quickly realized I needed some help.

Productivity on Steroids: AI's Real Impact

The numbers don't lie. Vista's seeing productivity gains of 30% to 50% in coding. Tasks that used to take hours now take seconds. Smith says it's like turning 20 cents into ten bucks. Talk about a return on investment. Just don't expect me to start balancing the Banks' checkbook anytime soon. Though if AI can do that maybe I'll reconsider.

Job Market Shakeup: Adapt or Get Left Behind

Alright let's get real. This AI revolution ain't all sunshine and rainbows. Some jobs are gonna disappear no doubt. But Smith's saying new ones will pop up and existing ones will be transformed. The key is to adapt. As he puts it 'the person using AI will replace your job'. It's like learning to navigate Bel Air – you either adapt to the new environment or you get left in the dust. And trust me nobody wants to be the Geoffrey of the AI world – always one step behind.