David Rosenthal: belief

Transcript context

…It becomes more and more different than everyone else in the market the longer time goes on. And the lesson here, which is really interesting, is they started slow, They started really slow. They did things in a way where they almost built up momentum for the future, in a way that would pay off 20–30 years down the road rather than inorganically trying to take shortcuts and pull the future too far forward into today. The first 20 years looks like an unimpressive company because they were just building strength, building muscle, growing the way that you need to grow in order to be as bulletproof as they are today. That’s such a good point. I was trying to square in my mind earlier when we were telling the meaningful use story, how on the one hand it really was obviously good for Epic, an accelerant, and it further cemented the market dynamics where they were already emerging as the leader. On the other hand, when you talk to people within Epic, they’re very mixed on meaningful use. I could never figure out if that was lip service of, oh, it didn’t help us that much. But when you look at the graphs of customer accounts and of revenue, it was going great.…

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