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gibson Jiang's avatar

very insightful piece

thanks for sharing..

any comment for $VEEV

IMO

AI cannot kill the dog that armed with special domain knowledge..

James Emanuel's avatar

I have never looked at $VEEV, please tell me more. What is your interest in Veeva Systems?

gibson Jiang's avatar

$VEEV decided to break up with Salesforce and launch its own CRM units

i can sense there is confidence and courageous behind this

i love this management team..

$VEEV it gets tons of expertise and niche contents for the very vertical domain

AI cannot replace this moat..IMO