The Minutes of Marc Rowan on enterprise software https://minutesof.com/marc-rowan/on/enterprise-software/ Everything Marc Rowan has said on enterprise software: 3 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 enterprise software 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 enterprise software Rowan says institutional money is flowing in and will normalize spreads except for software facing AI disrupti https://minutesof.com/q/09c67cd7-c0f9-4315-8e59-f6df72ae4146/ https://minutesof.com/q/09c67cd7-c0f9-4315-8e59-f6df72ae4146/ “Money is coming in institutionally, and it is going to result in reasonably normal spreads for the except with the exception of software, which has nothing to do with public or private.” — CNBC Television Wed, 15 Apr 2026 15:43:40 +0000 enterprise software