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gross margin

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 28, 2019 by Ash Fontana · across every show →

Everything said about gross margin, oldest first

Oct 28, 2019 bullish
Insight
Fontana: Early-Stage AI Investing Is Effectively Value Investing
“You could actually think of what we do as value investing in a way, because what we do is we price the risk that a company can actually generate this really valuable prediction. And when we meet a company, they're probably at 30 to 50% accuracy on a model, whi…”
Ash Fontana Oct 28, 2019 ▶ 31:01 Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
Jul 5, 2021 bullish
Assertion Not checkable as stated
Smith notes that enterprise software is a 95% gross margin business
“One of which is, if you really think about it, it's a business, it's a 95% gross margin business at the end of the day.”
Robert F. Smith Jul 5, 2021 ▶ 9:59 Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
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