traditional software
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 6, 2025 by Ranjan Roy · across every show →
Everything said about traditional software, oldest first
Aug 6, 2025 neutral
Roy: Generative AI has industrial cost structures, not zero marginal costs
“Generative AI is not traditional software economics. It's not like essentially zero marginal cost. It's not certainly not social media, but not even traditional software. It's a completely different cost structure. It's more industrial in my opinion than tradi…”