Pagliuca: AI will retool the global economy and boost productivity
CNBC Television·2026-02-04 16:03

WELCOME BACK TO WORLDWIDE EXCHANGE, THE SOFTWARE SECTOR TAKING A BEATING ON GROWING WORRIES OVER WHETHER AI WILL CHIP AWAY AT THE COMPETITIVE MOAT. THIS SECTOR HAS TRIED TO BUILD AGAINST THE ADVANCEMENT OF GENERATIVE AI TOOLS. PRIVATE EQUITY FIRMS, WHICH HAVE INVESTED HEAVILY IN SOFTWARE IN RECENT YEARS, ALSO SUFFERING IN THE SELL OFF YESTERDAY.BUT LET'S GET THE PERSPECTIVE ON THAT AND SO MUCH MORE FROM SOMEONE WHO'S BEEN AT THE TOP OF THE INVESTMENT GAME FOR MANY YEARS. JOINING ME NOW IS STEVE PAGLIUCA, ...