vertical products

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 30, 2025 by Nathan Benaich · across every show →

Everything said about vertical products, oldest first

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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