The question was raised in a provocative essay by Boston fund manager Gavin Baker of Atreides Management. Baker argues that the market may be overstating just how insulated software companies are from the economic fallout of coronavirus...But Baker worries there will be “a lot of economic hardship and bankruptcies. Regardless of how long this economic hard stop lasts, I don’t believe anyone — investor or executive — underwrote the scenario we are living through.”