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Published · transcript-backed

David Rosenthal: prediction

21 Apr 2025 Acquired Epic Systems (MyChart)

“Totally, and I think a huge part of what enabled this building software is not necessarily a capital-light activity.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
prediction
Recorded
21 Apr 2025
Publisher
Acquired

Transcript context

…This is IKEA all over again. Totally, and I think a huge part of what enabled this building software is not necessarily a capital-light activity. It is really hard, especially in those days to build great software. I think how Microsoft never really raised primary capital either. It’s because Judy got generational talent as a programmer. I hadn’t made that linkage. That’s interesting.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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