AI software
2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Dec 5, 2023 by Dylan Patel · across every show →
Everything said about AI software, oldest first
Dec 5, 2023
Patel: AI software will have lower human R&D costs but higher COGS than SaaS
“An AI software looks like it's going to be very different in my opinion, right? Like the R&D cost is much lower in terms of people but the cost of goods sold in terms of actually operating the service, I think will be much higher, right?”
Aug 11, 2026 neutral
Patil: Enterprise software lifespans have shrunk from 20 years to one year
“Like maybe you'd have built software that was supposed to last like 20 years. Now it's supposed to last maybe one year, but it is the bridge to deliver value and kind of enable the research that then gets you to the next thing.”