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Lisa Mateo

๐Ÿ‘ค Speaker
998 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

So I think you have to wait for the hedge funds and the algos to settle in, and then we'll see if investors come back to the name, long-term investors.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

It's interesting, Nancy, you call out ServiceNow.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

We know that you've called out before.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

And indeed, Jensen Huang has been on calling out ServiceNow himself as a winner.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

Nancy, go back to your own, well, experience with using the Salesforce product.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

Why didn't you like it?

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

Why did you cut it?

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

What was it that we're not getting offered that keeps it sticky?

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

So this is interesting, Carolyn.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

I think this is the story of this market.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

So we were going to use it internally for the obvious reason.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

And it took almost a year.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

They assign you to someone who helps you get set up and customize the product.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

Before we were even up and live, we had a price increase.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

It was very clunky.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

It was not a smooth process, a lot of hard sell, not a lot of delivery and service.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

We are shifting our investment management software away from Advent to Ridgeline.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

Ridgeline was founded, built from scratch, new technology, founded by David Duffield.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

He made the pivot.

Bloomberg Tech
Nvidia Delivers Upbeat Forecast to AI-Wary Market

I mean, he still obviously owns tons of shares in Workday, but that firm is a joy and a privilege to work with.