Video
Aug 7, 2026
The AI Cost Question Public Markets Aren’t Asking Yet
Inside The Portfolio
Jun 25, 2026
Nexthink’s Bet: AI-Native Software That Fixes Itself
Article
The Power of Private Markets: How Private Equity and Private Credit Fuel Software Growth
Nov 12, 2025 4 MIN
96%
of all software companies
remain privately owned, and private capital has become the engine that funds their innovation and expansion.
Vista proprietary research as of 03/2025.
Video
Jun 12, 2026 40 MIN
AI Fundamentals for Investors: Understanding Generative AI, Agentic AI and Enterprise Software
Video
Jun 12, 2026 3 MIN
Robert F. Smith on Vista’s 2026 Outlook for Agentic AI and Enterprise Software
Article
Jun 9, 2026 4 MIN
Lip-Bu Tan on Why Inference Cost Could Change Everything
White Paper
May 27, 2026 10 MIN
Understanding Inference and the Economics of Enterprise AI
Outlook
Mar 19, 2026
Agentic AI and the Future of Enterprise Software
Video
Feb 10, 2026