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gross margin

also referred to as: gross margins

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Dec 2, 2025 by David George · across every show →

Everything said about gross margin, oldest first

Dec 2, 2025 negative
Insight
George: 75% AI Gross Margins Mean Customers Are Not Actually Using It
“Now it's like a badge of honor to have low gross margins because we're like, oh, at least people are using your AI products. You know, if we see, like we get these pitches and they're like, I have an AI thing and I got 75% gross margins. I'm like, well, no one…”
David George Dec 2, 2025 ▶ 58:00 How a16z Growth Invests · Invest Like The Best
Jul 7, 2026 bearish
Prediction Not checkable as stated
Giffon: The era of high gross margins in software is ending
“This era of high gross margins being the norm is just going to go away. And what's going to make up for it, I think is lower gross margins, much thinner net margins and just much more scale.”
Jeremy Giffon Jul 7, 2026 ▶ 1:00:26 Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
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