What podcasts say about David Breach

Every statement, with the speaker, the exact quote and the moment it was said.

What David Breach has said on podcasts

33 statements · 21 positive · 7 negative · 5 neutral

on Agentic softwarePositiveOct 23, 2026· How I Invest with David Weisburd
Agentic software can create and deliver effective digital workers to companies.
“We have the ability to actually create and deliver effective digital workers to companies.”
Listen at 0:04
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on VistaPositiveOct 23, 2026· How I Invest with David Weisburd
Vista reached approximately $100 billion in AUM in 2026, exceeding its plan.
“And here we are, I think about 100 billion in 2026. So we exceeded plan, as they say.”
Listen at 2:19
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Enterprise softwarePositiveOct 23, 2026· How I Invest with David Weisburd
Enterprise software remains critically important to businesses.
“software still remains critically important to business and enterprise”
Listen at 9:15
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Enterprise software businessesPositiveOct 23, 2026· How I Invest with David Weisburd
Many enterprise software businesses are positioned to thrive by helping companies adopt AI.
“a lot of these enterprise software businesses are well-positioned to thrive and to really help companies leverage this technology”
Listen at 9:27
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Cloud software deliveryPositiveOct 23, 2026· How I Invest with David Weisburd
Cloud delivery accelerates software opportunity and growth.
“this cloud delivery is actually an accelerator of opportunity, an accelerator of growth.”
Listen at 12:14
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on SaaS software businessesNegativeOct 23, 2026· How I Invest with David Weisburd
SaaS companies that fail to leverage AI will likely experience weaker growth prospects.
“If you're a SaaS software business and you don't really leverage this technology and create new value propositions for your clients, your growth prospects are probably going to dim.”
Listen at 13:02
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on SaaS software businessesNegativeOct 23, 2026· How I Invest with David Weisburd
SaaS companies failing to adopt AI may lose their customer base.
“you might even have an eroding base”
Listen at 13:16
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on AI-innovating software companiesPositiveOct 23, 2026· How I Invest with David Weisburd
Software companies proving successful AI innovation will receive higher valuation multiples.
“I think you're going to see a major re-rating of the multiples up for the companies that prove they can do that.”
Listen at 14:04
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on large language modelsNeutralOct 23, 2026· How I Invest with David Weisburd
Large language models will largely become platforms supporting applications.
“The LLMs are going to largely become large platforms upon which applications sit.”
Listen at 15:46
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on AI productsPositiveOct 23, 2026· How I Invest with David Weisburd
The AI ecosystem will produce many products built on language models.
“you're going to see a whole bunch of products.”
Listen at 17:04
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Incumbent software providersPositiveOct 23, 2026· How I Invest with David Weisburd
Incumbent software providers are best positioned to win AI application markets.
“as the incumbent provider of technology, you are in the best position to win”
Listen at 17:24
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Native AI applicationsNegativeOct 23, 2026· How I Invest with David Weisburd
Native AI applications will disrupt some incumbent software players.
“there will be some Folks that build a native application on a model that didn't start with a SaaS application that will build something really interesting that will be disruptive to some incumbent players.”
Listen at 18:34
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Software companiesNegativeOct 23, 2026· How I Invest with David Weisburd
Some software companies will fail to succeed during the AI innovation cycle.
“There will be companies that don't, you know, succeed in this innovation cycle.”
Listen at 19:04
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Core softwarePositiveOct 23, 2026· How I Invest with David Weisburd
Core software historically generated slightly over 600% ROI.
“it tends to be a little over 600%. So the ROI payback on investing in software was historically very high.”
Listen at 22:11
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Artificial IntelligencePositiveOct 23, 2026· How I Invest with David Weisburd
AI should reduce software development and operating costs.
“the cost of writing software and the cost of operating a software business should come down.”
Listen at 22:47
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on AI technologyPositiveOct 23, 2026· How I Invest with David Weisburd
Consumption of AI technology will increase rather than decline.
“I don't think that the consumption of this technology is going down. I think it's actually going up”
Listen at 23:40
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Enterprise AI adoptionNegativeOct 23, 2026· How I Invest with David Weisburd
Enterprises currently capture less AI efficiency than its cost would suggest.
“I don't think there's as much efficiency being captured relative to the cost as people think right now.”
Listen at 26:35
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on United StatesPositiveOct 23, 2026· How I Invest with David Weisburd
The United States is positioned to grow faster than Europe and other developed countries in AI.
“we are very well positioned to continue to have a level of growth that exceeds Europe, exceeds other developed countries.”
Listen at 28:38
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Customer renewal dataPositiveOct 23, 2026· How I Invest with David Weisburd
Recent customer renewal data is more relevant than historical data during rapid AI innovation.
“the more recent renewal data is certainly going to be much more relevant in an environment like this where there's innovation going on”
Listen at 30:38
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Trusted incumbent software providersPositiveOct 23, 2026· How I Invest with David Weisburd
Trusted incumbent software partners are best positioned to deliver regulated-industry AI solutions.
“being the trusted existing partner puts you in the best position.”
Listen at 37:08
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Software productsPositiveOct 23, 2026· How I Invest with David Weisburd
The best software product tends to win its market.
“The best product tends to win.”
Listen at 38:29
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Software industriesNeutralOct 23, 2026· How I Invest with David Weisburd
Software industries tend to consolidate around a small number of leading products.
“over time, the industry's consolidated into, you know, one, two, three, you know, kind of killer, you know, winners.”
Listen at 38:38
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Enterprise generative AI adoptionPositiveOct 23, 2026· How I Invest with David Weisburd
Many enterprises will adopt generative AI through software applications.
“many enterprises are going to incorporate Gen.ai through their software applications.”
Listen at 39:49
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Vista software companiesPositiveOct 23, 2026· How I Invest with David Weisburd
Vista software companies prevent language models from training on customer data.
“We're not allowing the large language models as a, for example, to train on our customers' data. It's the exact opposite.”
Listen at 40:21
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Enterprise AI deploymentNegativeOct 23, 2026· How I Invest with David Weisburd
Enterprise technology leaders are cautious about deploying AI on sensitive data.
“CTOs and CIOs are saying, I've got to be very careful about unleashing this stuff on my data because I need to know that my data is staying with me.”
Listen at 40:47
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Incumbent technology providersPositiveOct 23, 2026· How I Invest with David Weisburd
Many customers will turn to incumbent providers for secure AI deployment.
“a lot of our customers are going to turn to us as the incumbent technology provider that is actually protecting their data today”
Listen at 41:40
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on AI cybersecurity agentsNeutralOct 23, 2026· How I Invest with David Weisburd
Cybersecurity will increasingly involve AI agents defending against other AI agents.
“you're going to have agents fighting agents from a cybersecurity perspective.”
Listen at 43:51
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on VistaNeutralOct 23, 2026· How I Invest with David Weisburd
Vista has averaged four to six years of investment-vintage diversification.
“we've averaged between four and six years of vintage diversification.”
Listen at 46:08
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on Vista acquisitionsNegativeOct 23, 2026· How I Invest with David Weisburd
Vista should not buy companies where it cannot materially improve prospects.
“if we don't believe that our involvement is going to have material impact on the prospect of the company. then we shouldn't be buying it”
Listen at 47:14
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
on VistaNeutralOct 23, 2026· How I Invest with David Weisburd
Vista owns approximately 90 to 91 companies.
“I think today we own 90, 91 companies.”
Listen at 48:11
Open the episode · E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.