Composer
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 24, 2025 by Maor Shlomo · said 1 times in 1 episodes since 2025 · across every show →
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Nov 24, 2025 bullish
Shlomo: AI apps can fix low margins by training proprietary models post-distribution
“Kerser came out, I think it was two weeks ago, or maybe a few weeks ago with their own model, right? Composer. And this is like an, a nice way to like think about strategy of those types of businesses. So think about Kelsa, right? I don't know how the margins …”