AI Software Application Companies
topic on 1 show · 1 statements across 1 episodes
1 statements about AI Software Application Companies, every show
Tunguz: AI app gross margins will expand as inference costs drop 95%
“And when we were looking like a typical software companies, probably at 75% gross margin. Yeah. AI software application companies are like a zero to 30%, and now their single biggest cost has been reduced by 95% overnight, and they didn't have to do a thing.”