gross margin

also referred to as: gross margins

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 29, 2023 by Howard Katzenberg · across every show →

Everything said about gross margin, oldest first

Nov 29, 2023 bullish

Assertion Not checkable as stated

LLM migration eliminated annotation teams and increased Glean AI's gross margins

“The accuracy rates are better. Our cost to compute has gone down and like, it is the data scientist. We don't need a team to do annotations anymore for the models. And it's just like, it's like our gross margins. It's done like two step functions over the cour…”

Howard Katzenberg Nov 29, 2023 ▶ 9:16 How Glean AI Slashes Vendor Costs: CEO Howard Katzenberg on AI Accounting

Oct 30, 2025 negative

Assertion Not checkable as stated

Vertical AI application products generate gross margins around 30%

“There are cases where these kind of vertical products are making margin, gross margins of like 30%, and sometimes they get worse with scale.”

Nathan Benaich Oct 30, 2025 ▶ 11:54 State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue

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gross margin

Everything said about gross margin, oldest first

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