AI businesses
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 21, 2024 by Tuhin Srivastava · across every show →
Everything said about AI businesses, oldest first
Mar 21, 2024 bullish
Srivastava: Efficient AI businesses can achieve healthy margins despite heavy compute spend
“And, you know, what, what's crazy about it though, is I think the most efficient businesses through markups and through software optimization can actually direct, like drive pretty healthy margins. And still have these really aggressive consumption contract.”