Shardul Shah

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Duo Security mentions software

"He he we knew him from Duo Security, a previous investment index had made."

From: Never Doubt Larry, Fertilizer Crisis, The Guptinator Targets $1B, Replit raises $400M (Amjad Joins) • ▶ 2:21:14 • Mar 2026

Wiz mentions software

"fun day today with with Whiz closing. So you get a second opportunity to take another victory lap"

From: Never Doubt Larry, Fertilizer Crisis, The Guptinator Targets $1B, Replit raises $400M (Amjad Joins) • ▶ 2:17:14 • Mar 2026

Odalum mentions software

"Which is a company called Odalum and it was acquired by Microsoft."

From: Never Doubt Larry, Fertilizer Crisis, The Guptinator Targets $1B, Replit raises $400M (Amjad Joins) • ▶ 2:18:33 • Mar 2026