AI service providers
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 25, 2025 by Rory O'Driscoll · across every show →
Everything said about AI service providers, oldest first
Sep 25, 2025 positive
O'Driscoll: Concentrated AI vendors avoid price pressure due to buyer speed
“If you have a services business and you're only selling to six customers, you can make this intellectual MBA case that, oh my God, they'll get ground down on price. That case is totally wrong because those six customers don't have time to optimize. No one of t…”