SaaS
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 4, 2025 by Sam Smith-Eppsteiner · across every show →
Everything said about SaaS, oldest first
Apr 4, 2025 bearish
Smith-Eppsteiner: AI companies face 40% to 70% gross margins from inference costs
“Like, inference cost is non-trivial. I think for a bunch of the AI companies, both in our portfolio and that we've seen you know, this is, like, not going to be a 90% margin SaaS. Like, we may be talking about 40 to 70% gross margin based on inference costs.”