gross margin

“Some of our companies are running north of 90%, which is really outstanding because it just gives you more money to be able to invest in R&D, invest in go to market, and really scale the business in a meaningful way.”

“And we look for gross margins, you know, north of 80%. If you have a strong services component, then probably north of 70%.”

“So at a high level, I would say it's kind of in summary, whoever owns demand creation owns the gross margin.”

“And so, okay, what is your gross margin, which comes after the bomb and the cogs, right? And what is included? And after that, that needs to be Really be above 50%. Yeah. And probably the best is 55, 60.”

“Gross margins is very hard to control. It is what it is. You know, maybe you can get a hundred basis .200 basis point improvement in a cost, but the people cost is very easy to manage.”

“Traditionally, your gross margins were a measure of your technical differentiation, right? And I think if you're running a negative gross margin business, I think you're It speaks for itself. You're selling commodity. You're not, ah, your value creation isn't …”

“Our cogs has gone up, or rather cogs has gone down, right? Our gross margin has gone up. Last six or seven quarters.”

“How much I discuss, how often I discuss gross margins with our, with my early stage companies? Never.”

“Micron is producing numbers where they have 80, 85% gross margins. I mean, they're getting software gross margins on making memory.”

“Gross margin, gross margins expanded from 38% to 70%, and they're going to have a five hundred and fifty nine million operating profit in QT, QT projected.”

“For example, one of the things that's going to happen is that like right now, Anthropic has like disgustingly high growth, gross margins in their inference.”