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non-software-like margins

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 25, 2023 by Martin Casado · across every show →

Everything said about non-software-like margins, oldest first

Sep 25, 2023 negative
Assertion Not checkable as stated
a16z data shows traditional AI startups have lower, non-software margins
“So we've actually done studies on this, and it turns out many companies that try to do this as startups end up with, like, non-software-like margins. They're lower margins, and they're just much harder to scale.”
Martin Casado Sep 25, 2023 ▶ 3:34 The Economic Case for Generative AI with a16z's Martin Casado
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