ERP companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 30, 2026 by Pedro Franceschi · across every show →

Everything said about ERP companies, oldest first

Jan 30, 2026 bearish

Prediction Didn’t hold up

Franceschi: Incumbent ERP companies will not build autonomous AI agents

“You have existing incumbents in the finance space, like the ERP companies, for example, I don't think they're going to go do that.”

Pedro Franceschi Jan 30, 2026 ▶ 46:59 How Brex signed a $5.15B Deal in ~40 Days · Sourcery with Molly O'Shea

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ERP companies

Everything said about ERP companies, oldest first

Turn any episode into a week of clips.