AI application companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 13, 2025 by Jacob Effron · across every show →
Everything said about AI application companies, oldest first
Aug 13, 2025 bullish
Redpoint Ignores Current AI Gross Margins Because Model Costs Drop Over Time
“As we think about things, we're super focused on what's the end use case, and how powerful is that with AI, and a lot less focused on what are the gross margins affected today because these models just get cheaper and cheaper over time.”