return on investment

also referred to as: roi

4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement May 12, 2023 by Clément Delangue · across every show →

Everything said about return on investment, oldest first

May 12, 2023 bearish

Assertion Supported

Delangue: The ROI on Training Larger AI Models Is Declining

“We starting to realize that more compute for models is not necessarily The right thing, or at least that it's not enough and the return on investment on training larger and larger models is starting to go down.”

Clément Delangue May 12, 2023 ▶ 32:07 Clem Delangue: The Ultimate Guide to Investing in AI; Elon's Threat to Sue OpenAI | E1013 · 20VC with Harry Stebbings

Jan 24, 2024

Insight

Software Renewals Require Proving Time to Value Over ROI

“And we now must prove not just ROI anymore, but it's time to value what we're going to do differently for them.”

Sean Murray Jan 24, 2024 ▶ 22:49 Sean Murray: Why Discovery Today is F***** & How to Scale Into Enterprise Effectively | E1107 · 20VC with Harry Stebbings

Oct 18, 2024 negative

Insight

Le Nel: Focusing on CAC leads to acquiring the worst customer cohorts

“There's no CAC discussion. We only talk about ROI. Because if you talk about CAC, you'll always acquire the worst cohorts.”

Antoine Le Nel Oct 18, 2024 ▶ 0:10 Antoine Le Nel, CGO @Revolut: How Revolut Launch and Grow Products & Why CAC is a BS Metric | E1216 · 20VC with Harry Stebbings

Jul 25, 2026 positive

Opinion

Nitski: Enterprise AI does not currently have an ROI problem

“I don't think there's an ROI problem right now. I think we're in a period of exploration and experimentation where there's more tolerance, more patience To get that ROI calculation right now.”

Osvald Nitski Jul 25, 2026 ▶ 0:47 Mercor Head of Product on Revenue Concentration from Frontier Labs

return on investment

Everything said about return on investment, oldest first

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