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database

also referred to as: databases

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 15, 2022 by Brad Gerstner · across every show →

Everything said about database, oldest first

Mar 15, 2022 neutral
Assertion Contradicted
Gerstner: Database software market cap was roughly $1T in 2000
“In 2000, if you aggregate the total enterprise value of companies that were principally driving their revenue from databases, it's about a trillion dollars in market cap in 2000.”
Brad Gerstner Mar 15, 2022 ▶ 54:35 Altimeter (with Brad Gerstner) · Acquired
Apr 21, 2025 positive
Assertion Supported
Epic's core differentiation is its single unified database
“It is true that Epic's core database, the core single database, and this is Epic's big differentiation. There's only one database that every application pulls from.”
David Rosenthal Apr 21, 2025 ▶ 34:36 Epic Systems (MyChart) · Acquired
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