software gross margins

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 19, 2024 by Chamath Palihapitiya · across every show →

Everything said about software gross margins, oldest first

Jan 19, 2024 bearish
Prediction Not checkable as stated
Chamath: Software gross margins of 80-90% will erode due to AI competitors
“I don't think that you can justify 80 and 90% gross margins in software when you can use a model and whip up a competitor.”
Chamath Palihapitiya Jan 19, 2024 ▶ 52:55 E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes 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.