Who is on this subjectordered by the date of their first quote here
4 of 4 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 10 Jun 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
1
thin
23 Mar 2012 – 23 Mar 2012
-4462 d
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Brad Gerstner
1
thin
10 Jun 2024 – 10 Jun 2024
+0 d
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David Friedberg
1
thin
11 Sep 2025 – 11 Sep 2025
+458 d
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Marc Rowan
3
thin
15 Apr 2026 – 16 Apr 2026
+674 d
The chronologysourced and dated, oldest first
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“we spent the last thirty to forty years putting computing technology inside the enterprise Right. And we're gonna spend the next ten pulling it out.”
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Brad Gerstner
Gerstner explains enterprise software spending slowdown is due to uncertainty about AI's impact on existing platforms.
“Then one thing you didn't point out is when people have questions, like, about the future, which they do around AI.”
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David Friedberg
Friedberg explains missing an ag sales window by days means waiting a year versus enterprise software's continuous selling.
“I mean, always tell people like at Climate Corp, if you miss your sales window by a couple of days, you got to wait another year.”
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Marc Rowan
Rowan says the real story is private equity's 30% concentration in enterprise software during an AI-driven technology shift.
“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.”
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Marc Rowan
Rowan says institutional money is flowing in and will normalize spreads except for software facing AI disruption.
“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.”
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Marc Rowan
Rowan argues enterprise software losses are about sector concentration and AI disruption, not public versus private structure.
“Because if you're public and you are concentrated in enterprise software, the stocks are down 6070%.”
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