marginal cost
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Feb 12, 2024 by Thomas Plantenga · across every show →
Everything said about marginal cost, oldest first
Feb 12, 2024
Plantenga: Steering marketplaces by average CAC instead of marginal CAC is dangerous
“So therefore, it's very, very important to consistently really look at the marginal cost and not the average cost of all your cock, because that's also a very, very big mistake, right? You can say, I have a cock of This. Okay, nice, but what is, let's say, you…”
Apr 29, 2024 bullish
Mensch: Foundational AI model margins will not drop to zero
“I don't think there's any way in which the marginal cost and the margin of the most important part of that technology, which is really the foundational layer becomes zero because otherwise there's definitely going to be I guess fairness problem.”