Alyssa Henry
2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Dec 14, 2023 by Alyssa Henry · said 2 times in 2 episodes since 2024 · across every show →
On the record as a speaker too: Alyssa Henry's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Sarah Guo (2)
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2026 1 mention in 1 episode
2024 1 mention in 1 episode
Everything said about Alyssa Henry, oldest first
Dec 14, 2023 bullish
Henry: Commerce Software Is Entering a Bundling and Consolidation Phase
“Right now, a lot of the stuff is unbundled, and I think we're going to go into a bundling phase because it addresses a number of things. It addresses integration and it also, you can typically offer a bundle you know, for less than the sum of the individual pa…”
Dec 14, 2023 bearish
Henry: Nvidia will lose AI chip monopoly as a number two emerges
“I obviously NVIDIA is selling the most GPUs. That's fun. Yeah. That's driving, you know, a lot of AI, but I think there's still room. I don't think it's going to be a monopoly on the area. And you know, I do think there will be a clear number two. And right no…”