Rohan Paul

Dan Sundheim, founder & CIO of D1 Capital Partners on future of Software/SAAS business. "My guess is that software will have to evolve, will probably be a worse business model going forward. But I think the same way that like Walmart evolved with e-commerce. It required an enormous amount of investment. Their margins took a hit. They had new competitors. I think that'll be the case with software too, where companies that have really great distribution and great business models and are systems of record for companies. " Great podcast by @patrick_oshag and @dsundheim