SAS
also referred to as: sas businesses
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 2, 2025 by David George · across every show →
Everything said about SAS, oldest first
Dec 2, 2025 bullish
George: AI companies will settle at 50% gross margins versus SaaS 80%
“I think there'll be lower margin businesses than SAS businesses. You know, maybe they end up as 50% margin companies as opposed to 80. But the size of the impact and the usage and the amount that they'll be able to capture to our point on business model earlie…”