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The Bridge Ep. 10: AI Broke the Rule of 40. Meet the Rule of 70.

Sonali Basak, Chief Investment Strategist at iCapital, sits down with David Breach, President of Vista Equity Partners, to discuss why AI is rewriting the rules of software economics.

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38:10
The Bridge Ep. 10: AI Broke the Rule of 40. Meet the Rule of 70.
The Bridge Ep. 10: AI Broke the Rule of 40. Meet the Rule of 70.
31:11
The Bridge Ep. 9 | Software's on Sale. Is the Correction Over?
The Bridge Ep. 9 | Software's on Sale. Is the Correction Over?
32:19
The Bridge Ep. 7 | Private Credit Isn't What You Think Anymore
The Bridge Ep. 7 | Private Credit Isn't What You Think Anymore
46:52
The Bridge Ep. 5: The Economy is Booming. Nobody Knows if it Will Last
The Bridge Ep. 5: The Economy is Booming. Nobody Knows if it Will Last
25:23
The Bridge Ep. 4: How Infrastructure Really Fits Into a Modern Portfolio
The Bridge Ep. 4: How Infrastructure Really Fits Into a Modern Portfolio
35:37
The Bridge Ep. 3: When Markets Over-Rotate—and Innovation Doesn’t
The Bridge Ep. 3: When Markets Over-Rotate—and Innovation Doesn’t
36:56
The Bridge Ep. 2: A Cambrian Explosion of Innovation
The Bridge Ep. 2: A Cambrian Explosion of Innovation
25:56
The Bridge Ep. 1: You Have to Structure the Deal Right—On the Buy
The Bridge Ep. 1: You Have to Structure the Deal Right—On the Buy
20:15
Beyond 60/40 Ep. 55: What’s Next for Wealth Management in an AI Era
Beyond 60/40 Ep. 55: What’s Next for Wealth Management in an AI Era
20:25
Beyond 60/40 Ep. 54: Why It’s Still a Bull Market for Advice
Beyond 60/40 Ep. 54: Why It’s Still a Bull Market for Advice
31:18
Monthly Alts Pulse Ep. 19 - From Access to Advantage in Private Markets
Monthly Alts Pulse Ep. 19 - From Access to Advantage in Private Markets
21:17
Beyond 60/40 Ep. 53: How AI Is Redefining Software Growth
Beyond 60/40 Ep. 53: How AI Is Redefining Software Growth
20:18
Beyond 60/40 Ep. 52: Geopolitics at a Tipping Point
Beyond 60/40 Ep. 52: Geopolitics at a Tipping Point
26:13
Beyond 60/40 Ep. 51: Private Credit Myths, Defaults, and Liquidity Reality
Beyond 60/40 Ep. 51: Private Credit Myths, Defaults, and Liquidity Reality
23:08
19th Hole: Beyond the Green: Jon Gray
19th Hole: Beyond the Green: Jon Gray

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