Sam Rahman
Portfolio Manager at Hedgeye Asset Management specializing in platform and software investing, offering research-driven insights on AI, agents, and the shifting economics of enterprise software.
Best podcasts with Sam Rahman
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Feb 22, 2026 • 1h 7min
The AI Arms Race: How 'Content Flood' Reshapes The Map | Paradigm Platforms - Episode 2
Sam Rahman, Portfolio Manager at Hedgeye AM who focuses on platform and software investing. He explains the shift from apps to agent layers and a three-tier margin cascade reshaping SaaS economics. He explores who will build enterprise agents, why content flood drives GPU and CDN demand, and how Meta and other platforms face bifurcated risks and opportunities.
Jan 24, 2026 • 1h 10min
Platform Paradigms | A Fireside Chat with Sam Rahman
Sam Rahman, a portfolio manager specializing in technology platform strategy and AI impacts, breaks down platform moats and how AI reshapes device interaction. They explore Apple–Google ties, agentic commerce and travel booking shifts. Discussion covers distribution, compute/privacy tradeoffs, fulfillment advantages, and how ads and monetization might change with agent-driven discovery.
