{"podcast":{"title":"Private Equity FunCast","slug":"private-equity-funcast-7888038","podcast_index_feed_id":7888038,"rss_url":"https://rss.libsyn.com/shows/69808/destinations/291498.xml","website_url":"http://www.pefuncast.com","image_url":"https://static.libsyn.com/p/assets/d/a/0/1/da01337969b94704d959afa2a1bf1c87/PEFC_PodcastArt-20260225-lgskfm8vee.png","author":"Jim Milbery","episode_count":326,"summary":"Your favorite GP's favorite podcast. Occasionally insightful, always entertaining. Deep dives into how private equity works, what happens after the deal closes, how money gets raised, and how companies get bought and sold. And everything in between with healthy doses of pop culture and humor. Straight from the team at ParkerGale Capital. For educational and entertainment purposes only. Not investment advice. Additional disclosures at www.parkergale.com.","last_synced_at":"2026-07-29T20:17:07.193791+00:00","page_url":"https://stenobird.com/podcast/private-equity-funcast-7888038"},"episode":{"title":"The Ghost of Software Future","slug":"the-ghost-of-software-future","published_at":"2026-04-08T13:00:57+00:00","page_url":"https://stenobird.com/podcast/private-equity-funcast-7888038/the-ghost-of-software-future","show_page_url":"https://stenobird.com/podcast/private-equity-funcast-7888038","url":"https://pefuncast.libsyn.com/the-ghost-of-software-future","audio_url":"https://traffic.libsyn.com/secure/pefuncast/PEFC_The_Ghost_of_Software_Future_Final_Audio.mp3?dest-id=291498","summary":"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","meta_description":"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 ac…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5449,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/private-equity-funcast-7888038/episodes/the-ghost-of-software-future/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/private-equity-funcast-7888038/the-ghost-of-software-future.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}