E24: Do Software Vendors Consume More Than They Create?

Episode Description

Join Tomás O’Leary and Brendan Walsh as they discuss the naming of IBM’s spin-off, Kyndryl, software vendor earnings season and the Google vs. Oracle verdict. Then, Devin Mathews of ParkerGale Capital joins (20:20 mins) to explain why software vendors need to (but don’t) burn everything down every five years, whether big tech will be broken up at a federal level and why Microsoft stands out as an innovator among public companies.

Episode Guest: Devin Matthews

Devin Mathews is partner and founder at ParkerGale Capital. Devin has twenty years of experience investing in technology companies and helping management teams build their companies. Prior to ParkerGale, Devin worked at multiple venture capital firms.

Devin Mathews