Operating Margin
topic on 3 shows · 3 statements across 3 episodes
the Y Combinator Startup Podcast
BG2 Pod
All-In
3 statements about Operating Margin, every show
Chamath: Top AI-enabled companies will reach 70-80% margins within 15-20 years
“The reality is that the best AI enabled company will probably have margins that are 70 and 80% in the next 15 or 20 years.”
Levie: Gross margins structurally dictate whether a company achieves software operating margins
“Your gross margin will ultimately determine your operating margin. There's almost no way that, that you can kind of make those two you know, kind of get out of sync. And so if you're subsidizing something or, you know, or in just such a commodity business and …”
Hoffman: Operating margins do not matter for consumer internet before scale
“Frequently one of the questions that can be in consumer internet especially, enterprise needs to identify this earlier than consumer, and consumer sometimes will overly obsess with operating margins early, when it's actually in fact get to scale, Then obsessed…”