best companies
also referred to as: the best companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 30, 2025 by Nathan Benaich · across every show →
Everything said about best companies, oldest first
Oct 30, 2025 bullish
Top AI serving companies achieve 70% to 90% gross margins
“There are companies here that are making very, very good margins on serving their AI systems, like, 7080, sometimes 90%, depending on the modality and so, like with everything, the average number sucks but, like, when you look at the best companies, it's reall…”