Hercules
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 18, 2025 by Brendan Falk · said 7 times in 1 episodes since 2025 · across every show →
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2025 7 mentions in 1 episode
Everything said about Hercules, oldest first
Sep 18, 2025 bullish
Falk: Consumer AI app builders have better margin potential than developer CLIs
“And so I think that is what enables us to ultimately see a path to actually pretty high gross margins. Whereas the CLI based and the sort of engineering focused ones, I think you're in a tough position because everyone always wants the best model.”