How I Invest · 23 Oct 2026 · 59 min
E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
MentionsVista Equity PartnersDavid Breach
About this episode
Is AI destroying the software industry, or creating its biggest investment opportunity yet?
David Breach is President of Vista Equity Partners, a firm managing approximately $100 billion in assets. In this episode, David explains why the recent selloff in software stocks may be missing a much… More on the show's page
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