AI Software Sectors

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about AI Software Sectors, every show

20VC Prediction Not checkable as stated
Cahn: Low-barrier AI sectors will see margins bid down to zero
“There will be some sectors where you're right, things get commoditized, and they just basically get bid down to zero percent gross margin.”
David Cahn Aug 5, 2024 ▶ 21:06 David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings

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