AI Pitch

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a16z Insight

George: Exceptionally high gross margins in AI pitches trigger a16z skepticism

“So in an odd way, if we see an AI pitch and the gross margins are super high, we're a little bit skeptical because that may mean that the AI features are not actually what is being bought or used by the customers.”

David George Feb 9, 2026 ▶ 5:03 AI Markets: Deep Dive with a16z's David George

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AI Pitch

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Turn any episode into a week of clips.