OPEX
topic on 6 shows · 8 statements across 8 episodes
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8 statements about OPEX, every show
Microsoft Shifted CapEx to OpEx by Extending Data Center Leases
“In this quarter, they decided that they were going to basically change the way that they account for their data center leases. And so historically they've actually Considered them to be 15 years. And that basically meant that they were you know, taking on the …”
Nejatian: Opendoor halved its operating expenses while maintaining previous transaction volume
“To give you a sense, the last time Opendoor bought as many homes as we bought last quarter, Opendoor's OPEX was more than twice as high.”
Chamath predicts corporate OpEx will plunge while tech share of OpEx surges
“I would expect OpEx as a percentage of revenue to fall off of a cliff, but within that OpEx, the percentage of it that you allocate to technology and technology related things probably goes way, way up than what it is today.”
Palihapitiya: AI will shrink corporate OPEX and increase revenue per employee
“So you're generally gonna see. OPEX as a percentage of revenue shrink naturally, and you're going to generally see revenue per employee go up naturally, but it's going to create a tough job market for new grads in the established organizations.”
Saleem Renoui: E-commerce brands should keep operating expenses below 8%
“I mean, e-commerce, you should be sub eight percent at all times”
Lubbershane: Robotics substitutes CapEx for OpEx, requiring high utilization
“If you are building a robot, it is still substituting CapEx for OpEx effectively, right? You're taking OpEx, which is human labor costs out of the equation for some number of years, and you're investing a big chunk of CapEx up front to in order to do so in, in…”
Chamath: Operating leverage and low cost to serve are software's only defensible moat
“There are a few difficult things in software. Few. I was just like, it's just true. And as a result, every product, this is not a Carta thing, every product will see a ton of competitors. So the only thing that you can do is have an extremely leveraged OPEX an…”
John Frankel Says Startup Creation Costs Have Bottomed Out
“I think it's pretty much bottomed out. I think we've pretty much taken most of the OPEX, or rather, most of the CAPEX involved in starting a business making an OPEX. I'm not sure it goes down much from here, because now you're down to people costs, And real es…”