commodity business
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 1, 2026 by Sam Lessin · across every show →
Everything said about commodity business, oldest first
May 1, 2026 bearish
Sam Lessin calls frontier AI a commodity business trading at software multiples
“The infrastructure is worth not zero. It is infrastructure like you're on something in it. Right. But like it is it's a commodity business. Right. And it's a great one. I really enjoy it, but it's definitely like commodity business with tech multiples.”