Private Equity FunCast
The Ghost of Software Future
1:30:49
In February of this year, an obscure research report triggered a $1 trillion wipeout in software stocks in seven days. In this episode we decipher what actually happened — and why AI is more likely to be a gift to enterprise software than a death sentence.
Devin and Jim have invested through every major tech transition: PCs, client-server, the browser, mobile, the cloud. This time, they're…