Sushanth (Shushant) Raman

speaker

542 appearances 1 recordings 1 series first heard Jul 2026 last heard 22 Jul

Sushanth (Shushant) Raman’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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How I Invest with David Weisburd · E406: Why AI Won't Transform Most Enterprises for 10 Years · 22 Jul 2026 podcast

So they just get a line share of customer support tickets.

So there's a very well known global third party logistics company that has basically started the journey of automating these two core areas of their warehousing business, basically between support and scheduling and the gains.

On EBITDA that you can actualize on that is somewhere in the magnitude of about 15 to 20%.

So think about that as like about a 20% increase in market cap if done successfully in your business of overnight for just two very simple use cases.

And this is something that is not that complicated to deploy.

Very clearly valuable to the business in that it gives customers 24-7, gives customers better availability to kind of go and drop stuff off, gives customers better visibility in what's happening inside of a warehouse, reduces your cost to service them.

So very clean way to create a lot of enterprise value for these companies.

Good, simple use case deployment for a large Fortune 500 business.

So if you think about...

Why is this gonna be durable?

Like depends, some of them potentially, yeah.

Like, so I think that there's probably three categories of software that exists, right?

You have your kind of like raw application software, something that's similar to like an amplitude, something that's similar to like a Zoom info.

Then you have your core system of records, which are things like Salesforce, Toast, Viva.

And then you have your, obviously, some of your security systems are gonna probably benefit from these tailwinds.

So if you look at those three buckets of software,

I would say the ones that are most obviously at risk are these thin layer application software companies.

Why?

Because basically they don't really have that much proprietary data.

They're pretty easy to go and vibe code.

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