NetSuite

3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 12, 2026 by Alex Rampell · said 20 times in 12 episodes since 2016 · across every show →

Mentions by year

brought up most by Harry Stebbings (6), Rory O'Driscoll (3), Gokul Rajaram (3), Shreyas Doshi (2), Alex Rampell (2), Ted Blosser (1), Fabien Pinckaers (1), Byron Deeter (1)

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2026 9 mentions in 4 episodes 2 per episode
2025 1 mention in 1 episode
2022 3 mentions in 2 episodes 2 per episode
2021 4 mentions in 2 episodes 2 per episode
2020 1 mention in 1 episode
2017 1 mention in 1 episode
2016 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about NetSuite, oldest first

Jan 12, 2026 bullish
Opinion
Rampell: Workday and NetSuite are impervious to AI disruption
“There are the ones that are almost impervious to everything that's happening with AI. And if anything, it's a huge tailwind because they're going to start being, they have the distribution, they're going to start adding features. And that's things like Workday…”
Alex Rampell Jan 12, 2026 ▶ 1:04:39 Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
Jan 12, 2026 neutral
Opinion
Rampell: NetSuite creates hostages rather than customers through extreme lock-in
“NetSuite has hostages, not customers. They're not going to leave.”
Alex Rampell Jan 12, 2026 ▶ 52:15 Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
Mar 16, 2026 neutral
Insight
Rajaram: Systems of record must commoditize complementary AI products
“And I think that's the way that a net suite or a sales for the system record needs to operate. They have to commoditize a compliment. They can't just wait around for other people to build on top of them.”
Gokul Rajaram Mar 16, 2026 ▶ 18:21 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
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