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return on invested capital

also referred to as: roics

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 2, 2024 by Marc Andreessen · across every show →

Everything said about return on invested capital, oldest first

May 2, 2024
Insight
Andreessen: Tying executive compensation to ROIC drives continuous corporate efficiency
“The way to get companies to basically to run in a mode where they're sort of continuously trying to get more efficient if that's what you want is to shift compensation instead to the financial metric of return on invested capital.”
Marc Andreessen May 2, 2024 ▶ 23:50 Startup Building: Challenges & Opportunities
Oct 30, 2025 bullish
Assertion Supported
Top GPU spenders gained 10-point ROIC increase after raising AI CapEx
“Those companies, since they ramped up CapEx, have seen, call it a 10 point increase in their ROICs. So thus far, the ROI on all the spending has been really positive.”
Gavin Baker Oct 30, 2025 ▶ 5:02 "Is there an AI bubble?” Gavin Baker and David George
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