margin

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 26, 2026 by Anish Acharya · across every show →

Everything said about margin, oldest first

Aug 26, 2026 positive
Insight
Acharya: AI startups should rationally trade margin for product surface
“I think it's actually rational in many cases to trade away margin, to have wider product surface.”
Anish Acharya Aug 26, 2026 ▶ 29:50 The State of AI: Models, Moats, and the Consumer Renaissance
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