SaaS businesses

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 5, 2023 by Dylan Patel · across every show →

Everything said about SaaS businesses, oldest first

Dec 5, 2023
Prediction Not checkable as stated
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?”
Dylan Patel Dec 5, 2023 ▶ 4:12 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
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