{"podcast":{"title":"The Bridge by iCapital","slug":"the-bridge-by-icapital-7851303","podcast_index_feed_id":7851303,"rss_url":"https://thebridge.icapital.com/feed.xml","website_url":"https://thebridge.icapital.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22120668/THE_BRIDGE_KEY_ART_2048.jpg","author":"iCapital","episode_count":14,"summary":"The Bridge gives listeners a seat at the table with the leaders shaping what comes next. Hosted by Sonali Basak, each episode connects investing intelligence and i n sight s with the underlying decisions and strategies shaping the markets .","last_synced_at":"2026-07-16T02:31:03.631908+00:00","page_url":"https://stenobird.com/podcast/the-bridge-by-icapital-7851303"},"episode":{"title":"The Bridge Ep. 3: When Markets Over-Rotate—and Innovation Doesn’t","slug":"the-bridge-ep-3-when-markets-over-rotate-and-innovation-doesn-t","published_at":"2026-05-06T02:46:05+00:00","page_url":"https://stenobird.com/podcast/the-bridge-by-icapital-7851303/the-bridge-ep-3-when-markets-over-rotate-and-innovation-doesn-t","show_page_url":"https://stenobird.com/podcast/the-bridge-by-icapital-7851303","url":"https://thebridge.icapital.com/e/the-bridge-ep-3-when-markets-over-rotate%e2%80%94and-innovation-doesn-t/","audio_url":"https://mgln.ai/e/p1185705/mcdn.podbean.com/mf/web/63mbhxdv2bil0mq2/The_Bridge-Deven_Parekh-Insight_Partners_Final-Podcast_revised.mp4","summary":"In this episode of The Bridge by iCapital, Deven Parekh, Managing Partner at Insight Partners, joins host Sonali Basak, Chief Investment Strategist at iCapital, to unpack how AI is reshaping software investing — and why the next phase won’t be defined by hype, but by execution, durable moats, and who can adapt at speed. They also explore why “AI vs. non‑AI” is becoming a false distinction, how markets over‑rotate on software sentiment, and what typically stops a runaway cycle: a meaningful miss that shifts demand expectations, tightens capital, and resets valuations.","meta_description":"In this episode of The Bridge by iCapital, Deven Parekh, Managing Partner at Insight Partners, joins host Sonali Basak, Chief Investment Strategist at iCa…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2228,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-bridge-by-icapital-7851303/episodes/the-bridge-ep-3-when-markets-over-rotate-and-innovation-doesn-t/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-bridge-by-icapital-7851303/the-bridge-ep-3-when-markets-over-rotate-and-innovation-doesn-t.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}