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UiPath

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 10, 2024 by Brad Gerstner · said 7 times in 1 episodes since 2024 · across every show →

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brought up most by Brad Gerstner (7)

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2024 7 mentions in 1 episode

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Everything said about UiPath, oldest first

Jun 10, 2024 neutral
Assertion Partly supported
Gerstner: UiPath growth slowed to 6% and Salesforce to 7%
“UiPath came out and said their growth slowed down to six percent. Salesforce came out and said their growth slowed down to seven percent. And I think for a company like Snowflake, it came in at 26% and Databricks is rumored to still be growing well in excess o…”
Brad Gerstner Jun 10, 2024 ▶ 39:00 Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 10, 2024 bearish
Opinion
Gerstner: UiPath's fundamental value proposition is challenged by AI
“I do think there are companies like UiPath where the fundamental value proposition is challenged. They have to reinvent the model.”
Brad Gerstner Jun 10, 2024 ▶ 55:54 Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
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