Robert F. Smith delivers a keynote on the future of enterprise software in the age of AI. In this address, Smith explains why the current market narrative around software is misplaced and highlights agentic enterprise solutions as the next chapter of growth. He outlines how AI systems that execute work rather than just assist it will transform how software is valued, and emphasizes the critical role of context, trust and scale. Smith also shares why private markets are uniquely positioned to drive this evolution and capture this opportunity in software history.
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