AI application margins

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 15, 2025 by David George · across every show →

Everything said about AI application margins, oldest first

Dec 15, 2025 bullish

Prediction Open · timeframe Dec 2030

Gross margins for AI applications will rationalize and increase over time

“The history of technology inputs would suggest that the margins will rationalize and the margins are going to go up.”

David George Dec 15, 2025 ▶ 44:01 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings

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AI application margins

Everything said about AI application margins, oldest first

Turn any episode into a week of clips.