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 · last 12 months

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

It's really hard for those companies to kind of continue to justify high price points upon renewal because people are looking at, well, the cost of software development is so cheap.

So why would I continue to go to renew it?

Those companies are obviously at a pretty bad point.

Then you have these system of record companies like your Salesforce, your Toast, your Viva is the world.

These companies arguably are a lot more sticky.

They have like a valuable data set that's hard to kind of go and pull out.

And I would say that those companies are at a good point depending on how they embrace the next wave of change.

Like they can either, the risk that they have is that if the agents start taking over all the end user experience and then they get good at porting the data over,

those businesses can get disrupted.

On the other hand, if they take advantage of the fact that they have these core system of records that are valuable and figure out how to acquire companies with the right capabilities to add on top of their distribution network, or get really good at figuring out how do they make the data layer, how do they structure the data layer to make it the default system that agents can go and access and almost go headless, there's potential for that layer to be durable.

And then on the security side, your Palo Alto networks, your CrowdStrikes of the world,

Especially with how many agents are operating and how much surface area now there is for security risks.

That has just grown.

Governance and security have gotten more important.

Those companies will benefit.

So I use that to kind of color that there's some more nuance and perspective that certain companies are going to really benefit.

Certain companies can benefit.

Certain companies are going to fall.

Enterprise software companies don't look anything like enterprise software companies of the past.

I think that every aspect of it is going to change, where I think what people want is almost a hyper-personalized service that delivers value to them.

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