Investment Environment - Volatility in the investment environment creates opportunities for making money, especially with the introduction of new technologies like Gen AI [3] - As an investor, it's crucial to identify and create arbitrage opportunities, particularly for value investors who bring a value creation dynamic [4] - Enterprise software, with sovereignty dominion workflows and data sets, remains a promising sector for enabling agentic capabilities [5] Market Trends - Many VC firms are shifting their investments towards AI, moving away from software [6] - Vista's credit business is experiencing a significant uptick as a result of the changing investment landscape [6] Technology Impact - Gen AI is a general-purpose technology, similar to electricity, and will impact every industry [3][4]
Robert Smith on AI, markets, and his book Lead Boldly
CNBC Television·2025-08-15 14:08