Robert F. Smith Discusses His Expectations of the AI Value Chain

Robert F. Smith, the Founder, Chairman and CEO of Vista Equity Partners (Vista), discusses how just a few large language models (LLMs) will gradually prove effective. Smith also explains that some LLMs will grow while others fade in the consumer and enterprise markets. In enterprise software, Smith anticipates the emergence of hyperscalers that will shape data ownership and model application, leading to clearer definitions of customer sets and data sovereignty.
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Robert F. Smith is an American entrepreneur and philanthropist, who is the Founder, Chairman and CEO of Vista. Smith is committed to solving issues of racial and gender inequality, reforming the education system and eradicating systemic racism. To learn more about Smith, visit robertsmith.com/.
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