KKR's Lewin says their considered view is they are going to have more winners than losers in software in our portfolio

• Some software businesses will likely underperform and may get disintermediated over time.

KKR's Lewin is expressing an optimistic outlook for their software portfolio, suggesting they foresee a net increase in winners despite acknowledging potential underperformance from some firms. This commentary could imply a positive sentiment broadly in the software sector, potentially benefiting related equities, but also highlights the risk of disintermediation impacting specific companies. Traders should consider the nuanced implications for stock selection within software investments.