David Rosenthal: belief

Transcript context

…Altruistic capitalism does feel like ultra competitive, ultra value maximizing. Altruistic capitalism is how I would describe the company. I think that’s how you sum up Epic. This altruistic piece is despite certainly being expensive, they basically never raise prices once you’re a customer. They do, but their average yearly increase is about 2% across the board, so below inflation. Compare that to lots of other software companies out there. They’re not raising prices 2% every year. They also do things like they have never, in its entire history, changed the price of MyChart. We got told this multiple times. I think that’s a red herring. We don’t know what the bottom line price looks like. We got told one piecemeal. It’s not like we have a full contract in hand of what it looks like to be a customer and add up all the sub components.…

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