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Sohn Conference Foundation
Conversations selected for BidClub's technology and investment research archive. BidClub currently indexes 37 episodes.
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What's Next for Software with Orlando Bravo
Bravo argues domain software incumbents—not only AI-natives—are positioned to deliver the agentic enterprise after 20–30 years automating workflows.Leadership and 5-to-1 ROI, not data or system-of-record status, are the durable edge; retention has held despite AI disruption.Key watchpoints are agentic ROI, exits, and refinancing as leverage falls from 7–7.5x to 5x and spreads widen 250bps.