Shannon Fritz
Deputy Chief Investment Officer, Private Credit Underwriting
Artificial intelligence is transforming enterprise software, and recent market swings reflect both optimism and uncertainty surrounding that shift. In a recent video, Antares executives discuss how the firm is thinking about AI and its evolving role across the market.
Chapters
- 1:39: With recent headlines, why wouldn’t an investor or advisor avoid software exposure altogether just to be safe?
- 3:29: Claude, Anthropic’s next-generation AI assistant, released new agentic AI capabilities. Does this mean the end of enterprise software?
- 4:59: What are ways AI could impact existing software vendors?
- 7:43: Software is an important sector for Antares. Discuss how the firm selects or separates the winners from the losers.
- 10:27: What differentiates Antares in an AI-enabled world?
