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Published · transcript-backed

David Rosenthal: belief

21 Apr 2025 Acquired Epic Systems (MyChart)

“Exactly, there a roll-up. And I think some of their biggest companies are vertical market healthcare and healthcare IT companies within Constellation.”

— David Rosenthal

Source trail

Everything needed to verify it.

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

Transcript context

…But they bundled together a bunch of different verticals. Exactly, there a roll-up. And I think some of their biggest companies are vertical market healthcare and healthcare IT companies within Constellation. Mark Leonard I’m sure is a big Epic fan. Or maybe not fan because he probably operates some competitors. I’m sure he has respect for Judy. I am sure. She’s got a gold medal in the capitalism olympics, so you got to respect it. All right, that winds it down. Should we do some carve outs?…

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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