The Ghost of Software Future

The Ghost of Software Future

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 breaking down the four bear cases for enterprise software (private credit, seat licensing, vibe coding, the AI bubble) and sharing what's actually happening inside their portfolio. The ghost shows up every decade. Here's how not to get spooked. READ: "The Ghost of Software Future" on Substack

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Episoder(331)

How PE Firms Are Actually Using AI Right Now (w/ Kate Hopkins, OneGuide)

How PE Firms Are Actually Using AI Right Now (w/ Kate Hopkins, OneGuide)

Devin and Cass sit down with Kate Hopkins, founder of OneGuide, to break down the 36 AI value creation plays private equity firms and portfolio companies are running right now. From TAM mapping and li...

19 Aug 57min

Parker Gals: Maggie Pugel, Frontenac

Parker Gals: Maggie Pugel, Frontenac

In this episode, host Cass Ziebel sits down with Frontenac VP Maggie Pugel for a candid conversation about breaking into private equity the non-traditional way. Maggie shares how she went from buy-sid...

17 Aug 34min

Another False Start: PitchBook's H1 2026 Private Equity Data (w/ Steven Buibish)

Another False Start: PitchBook's H1 2026 Private Equity Data (w/ Steven Buibish)

The private equity market in 2026 was supposed to rip. So why has it fallen flat? Devin sits down with Steven Buibish, CFA, Director of US Private Equity Research at PitchBook, to break down the first...

12 Aug 1h 9min

Introducing "Parker Gals": Meet Cass & Liz

Introducing "Parker Gals": Meet Cass & Liz

Welcome to Parker Gals — the podcast by and for women in private equity. Hosts Cass Ziebel and Liz Xu kick off the very first episode from ParkerGale HQ in Chicago, introducing themselves and the show...

10 Aug 48min

Private Equity's About to Get a Lot Less Private (w/ Kevin Hsu of Lumonic)

Private Equity's About to Get a Lot Less Private (w/ Kevin Hsu of Lumonic)

40% of PE firms and 60% of credit funds still track their portfolios on spreadsheets. That's now a way to monitor a few trillion in AUM. Private equity (and credit) are about to get way more transpare...

5 Aug 1h 1min

PE GUY Meets an Actual PE Guy

PE GUY Meets an Actual PE Guy

PE GUY turned a Snapchat filter into millions of views and a seven-figure business. Host Devin Mathews (a real PE guy) conducts due diligence on Johnny Hilbrant Partridge's background, business model,...

29 Jul 1h 18min

From Sales Rep to $4B GTM Leader: The Playbook for Building Sales Teams (w/ Sam Levy of NetSuite)

From Sales Rep to $4B GTM Leader: The Playbook for Building Sales Teams (w/ Sam Levy of NetSuite)

Sam Levy's first sales job involved a phone book, a rotary phone, and 200 cold calls for one yes. He was still in college when he started a telemarketing gig with no playbook, no CRM, no email. Eighte...

22 Jul 1h 8min

How a Tough PE Market & AI are Changing Exec Search (w/ Nick Cromydas of Hunt Club)

How a Tough PE Market & AI are Changing Exec Search (w/ Nick Cromydas of Hunt Club)

The deep Rolodex model for headhunters doesn't cut it anymore. PE's cookie-cutter hiring scorecards now miss the best candidates in a complex world. And more and more funds are hiring internal teams t...

15 Jul 51min

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