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$VIVA

Viva (Veeva Systems)
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Viva (Veeva Systems) is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest thesis
SaaS apocalypse overshooting: buy basket of beaten-up embedded SaaS leaders▾

The SaaS selloff has thrown the baby out with the bathwater; deeply embedded, mission-critical SaaS (Veeva, Olo, Airtable) are hard to displace, and a basket of these discounted leaders will outperform.

david frankelT220VC2026-08-08
confidence 70 / 100impact Medium
key themes
  • AI Hardware & Chip Architecture100%
  • AI Bubble / Capex Debate100%
  • Venture Capital100%
  • AI Geopolitics & Export Controls100%
  • Defense Tech100%

bull thesis · 1

88 / 100
  • •SaaS apocalypse overshooting: buy basket of beaten-up embedded SaaS leaders

bear thesis · 0

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mentions · 1

20VCThe AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel1 mentions · 1▲ 0▼ 0○ · 2 months ago
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