AI software application companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 31, 2025 by Tomasz Tunguz · across every show →
Everything said about AI software application companies, oldest first
Jan 31, 2025 positive
Tunguz: AI app gross margins will expand as inference costs drop 95%
“And when we were looking like a typical software companies, probably at 75% gross margin. Yeah. AI software application companies are like a zero to 30%, and now their single biggest cost has been reduced by 95% overnight, and they didn't have to do a thing.”