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Sonali Basak

Host, The Bridge by iCapital

Artwork for The Bridge Ep. 22: Who Really Benefits From AI?
The Bridge by iCapital

The Bridge Ep. 22: Who Really Benefits From AI?

Holden Spaht argues that AI is shifting enterprise software from experimentation to measurable outcomes, and that the biggest winners will be companies with proprietary data, deep workflow integration, and strong domain expertise. He says the “SaaS apocalypse” narrative is overstated because enterprise software is becoming an intelligence and action layer, not being replaced by generic models.

Artwork for The Bridge Ep. 19: Do You Need to Own AI to Profit From It?
The Bridge by iCapitalMike Dorrell

The Bridge Ep. 19: Do You Need to Own AI to Profit From It?

Mike Dorrell argues the best way to invest in AI is not through the technology itself, but through the infrastructure that enables it: data centers, power, grids, and logistics. He explains how AI has changed contract economics, valuation dynamics, and permitting pressures across the infrastructure stack.