software businesses
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 17, 2025 by Helen Hastings · across every show →
Everything said about software businesses, oldest first
Dec 17, 2025 neutral
Hastings: AI software margin profiles fundamentally differ from traditional SaaS
“Really becoming a requirement in the AI era because your costs are so volatile and changing every day, and the margin profiles of software businesses have completely changed with how expensive their costs are and how those costs scale when their users use them…”