Commodity Business

topic on 2 shows · 2 statements across 2 episodes

More or Less the Knowledge Project

2 statements about Commodity Business, every show

Sam Lessin calls frontier AI a commodity business trading at software multiples
“The infrastructure is worth not zero. It is infrastructure like you're on something in it. Right. But like it is it's a commodity business. Right. And it's a great one. I really enjoy it, but it's definitely like commodity business with tech multiples.”
Sam Lessin May 1, 2026 ▶ 23:36 Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning · More or Less Podcast
Bragg: High-Quality Manufacturing Costs Less Due to Lower Shrinkage and Waste
“Top quality doesn't necessarily cost, in fact, quite often, it's cheaper, because you have less product on the floor, and, Less shrinkage, and you're doing it all right, and the end product becomes better.”
John Bragg Oct 1, 2024 ▶ 32:02 John Bragg: The Blueberry Billionaire

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