D1 Capital's Dan Sundheim: AI will make software a worse business, winners need distribution
rohanpaul_ai · x · 2026-10-05
Dan Sundheim, founder & CIO of D1 Capital Partners, on Patrick O'Shaughnessy's podcast: software will have to evolve and will likely be a worse business model going forward. He likens it to Walmart adapting to e-commerce — massive investment, margin hits, new competitors. Companies with great distribution, strong business models, and systems-of-record status will be best positioned.
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