Verkada
9 statements across 1 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement Oct 23, 2025 by Jake Stauch · said 47 times in 2 episodes since 2025 · across every show →
Mentions by year
brought up most by Jake Stauch (30), Brett Berson (12), Varun Anand (5)
tap a year for its mentions
Everything said about Verkada, oldest first
Oct 23, 2025 positive
Stauch: Product teams must embed directly with customers, not rely on 30-minute interviews
“You have to be embedded with a customer and it's not, oh, I'm going to schedule a customer interview and I'm going to have an engineer talk to a customer for 30 minutes because we're doing a customer interview and they've got a list of questions they're going …”
Oct 23, 2025 negative
Stauch: Automated device troubleshooting is not a sustained enterprise IT problem
“We took that to a lot of customers. I did customer discovery and nobody cared. It turns out that was a very Verkata customer focused problem. And that was very top of mind when you're talking My customer is doing a big device deployment, but after those device…”
Oct 23, 2025
Stauch: Serval prioritized enterprise compliance on day one, unlike Verkada
“Verkata waited several years to support things like SCIM and SSO and SOC II and various compliance frameworks. We did all of those things from day one because we knew that that was going to be a blocker to sell into the large accounts that unlocked the bigger …”
Oct 23, 2025
Stauch: Displacing enterprise software requires a 10x experience
“In some cases, It's not gonna be enough to just build a nicer, cleaner UI and a faster experience. You have to fundamentally look at what's been missing. And so in my opinion, the experience just has to be 10 times better. It has to be undeniable. It can't jus…”
Oct 23, 2025 negative
Stauch: Traditional software customer feedback loops take months to reach engineering
“Traditionally you've got solutions engineers, you've got customer success staff, sales, AE, they talk to customers. Maybe the SE here is a good idea. They communicate that to a product manager. Product manager talks to the engineering manager about that. Maybe…”
Oct 23, 2025 positive
Stauch: Verkada sold AI software via physical camera budgets
“And Verkata owned the entire platform, and so it was really cool to be able to sell a better camera to people that were going to buy cameras. And then you could also, by nature of selling cameras, also sell them these really cool AI capabilities, this really c…”
Oct 23, 2025
Oct 23, 2025 positive
Stauch: Tackling hard operational challenges early builds defensible platform moats
“Seek out the hard things that are harder for other people to do that unlock a lot of customer value. And then once you've built them, it's so much harder for somebody to come in after you and build those same things because you decided to like go hard early.”
Oct 23, 2025
Stauch: Startups should synthesize category history with first-principles design
“Weighing those two is, is more valuable than adopting either one wholesale. I think a lot of companies struggle to create new categories from scratch and they kind of ignore the fact that we should maybe look at why there's a category called ITSM and maybe loo…”