Veeva Systems
3 statements across 1 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Jan 30, 2025 by Gordon Ritter · said 16 times in 1 episodes since 2025 · across every show →
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brought up most by Molly O'Shea (15), Gordon Ritter (1)
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Everything said about Veeva Systems, oldest first
Jan 30, 2025 positive
Jan 30, 2025 bullish
El-Baba: AI-era startups will not need billions before going public
“No long gone are the days where you're going to have to raise Billions of dollars before you go public. 15 years down the road, you actually can follow the Viva capital efficiency story and build a really great company that can drive a really strong venture ou…”
Jan 30, 2025 bearish
Ritter: Tight vertical strategies may not yield the best AI outcomes
“A lot of AI companies are now doing very tight verticals for good reason, because they have, you know, they have tighter context around what they can do with AI. And we love that, but it may not be the best strategy to reproduce those kinds of results.”