industrial companies
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 25, 2026 by Ranjan Roy · across every show →
Everything said about industrial companies, oldest first
May 25, 2026 neutral
Roy: AI economics are more akin to industrials than software
“The economics of a general or an AI company are just fundamentally different than software. That like, it's more akin to industrial companies or something, because you're paying for The compute costs. So the resources in can scale linearly or somewhat linearly…”