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

ALL-IN Prediction Not checkable as stated
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.”
Chamath Palihapitiya Aug 2, 2024 ▶ 44:52 Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
BG2 Insight
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 …”
Aaron Levie Feb 8, 2024 ▶ 13:51 BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
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…”
Reid Hoffman May 31, 2017 ▶ 39:57 From Startup to Scaleup | Sam Altman and Reid Hoffman · Y Combinator

← every entity, every show

Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.