AI Application Margins

topic on 1 show · 1 statements across 1 episodes

1 statements about AI Application Margins, every show

20VC Prediction Open · timeframe Dec 2030

Gross margins for AI applications will rationalize and increase over time

“The history of technology inputs would suggest that the margins will rationalize and the margins are going to go up.”

David George Dec 15, 2025 ▶ 44:01 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings

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AI Application Margins

1 statements about AI Application Margins, every show

Turn any episode into a week of clips.