COGS

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Sep 7, 2026 by Jean-Denis Greze · across every show →

Everything said about COGS, oldest first

Sep 7, 2026 negative

Opinion

Greze: Moving to open-weight models improves COGS without providing product advantage

“I can improve our cogs by moving to open weight, but it doesn't give me much product advantage. It doesn't make my product work better.”

Jean-Denis Greze Sep 7, 2026 ▶ 25:56 Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble

Sep 12, 2026 negative

Insight

Franceschetti: Early hardware BOM and COGS projections are usually off by 50%

“That probably the funders in the first year of the company or in the first probably, let's say three months, they don't fully understand what the cost of producing that device will be. They don't understand the return rate. And so everything they tell you abou…”

Matteo Franceschetti Sep 12, 2026 ▶ 4:22 Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World

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COGS

Everything said about COGS, oldest first

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