The Minutes of Marc Rowan on ai https://minutesof.com/marc-rowan/on/ai/ Everything Marc Rowan has said on AI: 2 verbatim quotes from April 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:34 +0000 Rowan argues enterprise software losses are about sector concentration and AI disruption, not public versus pr https://minutesof.com/q/f408adef-241d-422c-8719-282f03062235/ https://minutesof.com/q/f408adef-241d-422c-8719-282f03062235/ “Because if you're public and you are concentrated in enterprise software, the stocks are down 6070%.” — CNBC Events Thu, 16 Apr 2026 13:25:25 +0000 ai Rowan says the real story is private equity's 30% concentration in enterprise software during an AI-driven tec https://minutesof.com/q/ea5fa7dc-1084-493b-bd85-bfea99915f0e/ https://minutesof.com/q/ea5fa7dc-1084-493b-bd85-bfea99915f0e/ “we're seeing, this technology shift take place at a point in time when the private equity industry spent a decade where 30% of their activity was enterprise software. That to me is the story.” — CNBC Television Wed, 15 Apr 2026 15:43:40 +0000 ai