Results for “margins”
The State of AI: Models, Moats, and the Consumer Renaissance
29:27of of um apps companies, right? like for example, they may may have lower gross margins. They're just getting more pressure just because they don't have as much compute access. Um 33:27around margins, I think this question of what is the optimal seated around size and how much capital can you put to work effectively is a much more nuanced topic. I mean, it's sort
The Man Who Calls BS On AI: They’re LYING About AI, 2027 Is When It All Breaks! | Ed Zitron
1:51:56unprofitable in in a way, but their margins actually started improving because AWS was a very margin heavy business. It was great.2:16:01or protect profit margins, businesses freeze hiring, reduce hours, and resort to layoffs. Yes, that's that would all happen. But the thing is, we're talking
Nvidia Invests $3.5B into MediaTek, Wafer Raises $40M Series A, VC Argues for Raising Less for AI
37:28limited marginal cost of a new user. And so the um the current pricing is to account for sort of driving margins at at those software businesses. And it's38:10So you're saying it wasn't it's not even just the predictability of how much revenue you get. It's the predictability on margins that if we provide the service.














