Epic Systems

also referred to as: epic

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 4, 2025 by Alex Cohen · said 5 times in 2 episodes since 2025 · across every show →

Mentions by year

brought up most by Tanay Tandon (3), Alex Cohen (2)

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Everything said about Epic Systems, oldest first

Sep 4, 2025 bullish
Prediction Open · timeframe Sep 2030
Cohen: Incumbent EHR giants will not be unseated in 3-5 years
“Like, the EHRs aren't going anywhere. Epic has a complete, basically, like, oligopoly over the entire space. ModMen and Athena are massive companies. Like, I don't think anyone is unseating them in the next three to five years”
Alex Cohen Sep 4, 2025 ▶ 37:36 Meme Lord CEO Raises $22.5M Series A for Hello Patient · Sourcery with Molly O'Shea
May 19, 2026 negative
Opinion
Tandon: Epic creates extreme data friction compared to Salesforce
“For all the shit Salesforce gets as a company, if I want to move data from one, you know, place in Salesforce to another place in Salesforce, I can do it with my eyes closed. Like, there's no, I don't have to ask for permission. If I want to do that in Epic, I…”
Tanay Tandon May 19, 2026 ▶ 33:07 How He Turned a Blood Test Startup Into $7B OS for Healthcare · Sourcery with Molly O'Shea
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