gross margin
also referred to as: gross margins
4 statements across 2 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Oct 30, 2025 by David George · across every show →
Everything said about gross margin, oldest first
Oct 30, 2025 positive
George: Figma lowered gross margins for AI distribution without investor backlash
“Figma, for example, like, when they went out, they are extremely high gross margin, and they're like, hey, we're gonna, you know, pretty aggressively distribute our AI tools, and our gross margins are gonna go down, and You know, investors asked a few clarifyi…”
Oct 30, 2025 neutral
George: Low gross margins signal real product engagement for AI startups
“We always look at the gross margins, and it's become like a badge of honor for them to actually have low gross margins, because we're like, oh my god, people are actually using your AI stuff. But if you show up, and you're like, I'm an AI company, and it's lik…”
Feb 9, 2026 negative