enterprise software: everyone on the record — The Minutes https://minutesof.com/on/enterprise-software/ Everyone on the record about enterprise software: 6 verbatim quotes from 4 people, March 2012 to April 2026, in one chronology, each with a timestamp and… en Sun, 30 Aug 2026 22:32:57 +0000 Marc Rowan: Rowan argues enterprise software losses are about sector concentration and AI disruption, not publ 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%.” — Marc Rowan, CNBC Events Thu, 16 Apr 2026 13:25:25 +0000 enterprise software Marc Rowan: Rowan says institutional money is flowing in and will normalize spreads except for software facing 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.” — Marc Rowan, CNBC Television Wed, 15 Apr 2026 15:43:40 +0000 enterprise software Marc Rowan: Rowan says the real story is private equity's 30% concentration in enterprise software during an A 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.” — Marc Rowan, CNBC Television Wed, 15 Apr 2026 15:43:40 +0000 enterprise software David Friedberg: Friedberg explains missing an ag sales window by days means waiting a year versus enterprise https://minutesof.com/q/5cc7a6b1-2956-470e-8f9e-7188d0f13e14/ https://minutesof.com/q/5cc7a6b1-2956-470e-8f9e-7188d0f13e14/ “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.” — David Friedberg, The Modern Acre Thu, 11 Sep 2025 16:54:41 +0000 enterprise software Brad Gerstner: Gerstner explains enterprise software spending slowdown is due to uncertainty about AI's impact https://minutesof.com/q/d79b2d92-6d41-4f8b-833f-23654351dc57/ https://minutesof.com/q/d79b2d92-6d41-4f8b-833f-23654351dc57/ “Then one thing you didn't point out is when people have questions, like, about the future, which they do around AI.” — Brad Gerstner, BG2 Pod Mon, 10 Jun 2024 13:40:00 +0000 enterprise software Bill Gurley: we spent the last thirty to forty years putting computing technology inside the enterprise Right. https://minutesof.com/q/9f05d634-82ad-44a5-98db-32aac881326f/ https://minutesof.com/q/9f05d634-82ad-44a5-98db-32aac881326f/ “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.” — Bill Gurley, Bloomberg Originals Fri, 23 Mar 2012 16:15:50 +0000 enterprise software