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ERP space

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 9, 2025 by Rory O'Driscoll · across every show →

Everything said about ERP space, oldest first

Oct 9, 2025 neutral
Insight
O'Driscoll: Enterprise AI buyers use startup balance sheet size as key qualification
“I know in some of these wars, having looked at some of these deals and kind of the ERP space and some of the other spaces where you're dealing with enterprise customers, the balance sheet becomes a criteria for qualification.”
Rory O'Driscoll Oct 9, 2025 ▶ 1:16:02 OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
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