Affirm

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 19, 2026 by Helen Hastings · said 11 times in 3 episodes since 2024 · across every show →

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brought up most by Helen Hastings (5), Pablo Srugo (3), Yanni Giannaros (2), Rob Palumbo (1)

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Everything said about Affirm, oldest first

Mar 19, 2026 bearish
Opinion
Hastings: NetSuite cannot handle the transaction scale of consumer companies like Affirm
“NetSuite cannot handle the scale of something like a firm or any consumer company where you have, you're tracking millions to even billions of money movement events throughout the day.”
Helen Hastings Mar 19, 2026 ▶ 3:48 She raised $20M from Accel to replace QuickBooks with AI. | Helen Hastings, Founder of Quanta · PMF Show
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