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gross margin

also referred to as: gross margins

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 17, 2026 by Alex Kolicich · across every show →

Everything said about gross margin, oldest first

Feb 17, 2026 positive
Opinion
Kolicich: Anthropic commands a pricing premium and healthy margins in coding
“Anthropic is frontier at coding, and so you're going to pay a premium on that, and they probably have fine gross margins on, on doing that.”
Alex Kolicich Feb 17, 2026 ▶ 10:46 Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale
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