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NetSuite

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 19, 2026 by Helen Hastings · said 9 times in 5 episodes since 2025 · across every show →

Mentions by year

brought up most by Helen Hastings (5), Siqi Chen (1), Shensi Ding (1), Jon Yoo (1), Dheeraj Pandey (1)

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2026 6 mentions in 2 episodes 3 per episode
2025 3 mentions in 3 episodes 1 per episode

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Everything said about NetSuite, 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
Mar 19, 2026 neutral
Opinion
Hastings: QuickBooks and NetSuite operate as monopolies for US accounting
“QuickBooks is the monopoly for early States companies. And then eventually they switched to NetSuites and really these systems are monopolies. That is what everyone is using in the U S they go through that path”
Helen Hastings Mar 19, 2026 ▶ 3:41 She raised $20M from Accel to replace QuickBooks with AI. | Helen Hastings, Founder of Quanta · PMF Show
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