foundation model companies
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 6, 2025 by Eiso Kant · across every show →
Everything said about foundation model companies, oldest first
Nov 6, 2025 neutral
Kant: AI foundation model gross margins will settle near 40%
“I'm not yet convinced that gross margins in our industry will look like a SaaS company, like 80% plus. I think when we're talking about a commodity as intelligence, that we build value added services on top. Right. It's a foundation model company. On one hand,…”