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gross margin

also referred to as: gross margins

6 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Sep 20, 2023 by Katie Ray · across every show →

Everything said about gross margin, oldest first

Sep 20, 2023 neutral
Insight
Ray: Sub-60% gross margins make 20% free cash flow structurally impossible
“Public companies that have less than 60% gross margins find it structurally basically impossible to drive more than 20% free cash flow margins.”
Katie Ray Sep 20, 2023 ▶ 12:19 State of the Cloud 2023 with Bessemer Venture Partners
May 29, 2024 positive
Assertion Not publicly verifiable
Lacerte: Bill Scaled Gross Margins From 50% to Near 80%
“We worked hard and probably within five years, we had gross margins that were probably north of 50%, right? And so now our gross margins are close to 75 to 80, somewhere in that range.”
René Lacerte May 29, 2024 ▶ 7:10 René Lacerte, CEO Bill + Jason Lemkin: "It's Just Getting Good for SMB SaaS"
Oct 22, 2024
Assertion Partly supported
BILL has roughly 80% gross margins compared to Shopify's 50%
“It took forever, but as a result, you've got, you have, like, 80% gross margins. Shopify is like 50, toast is 30.”
Jason Lemkin Oct 22, 2024 ▶ 29:07 Approaching Half a Million Customers: How to Win in SMB | BILL CEO and Founder René Lacerte
Jun 18, 2025 neutral
Insight
Burton: Building on Snowflake hurts initial gross margins before optimization
“Because in the short term, your gross margins are going to be worse than comparative companies, because obviously you've got to pay the Snowflake bill. But if you're committed, you'll figure out a way how to exploit the unique features of the platform. You'll …”
Jeremy Burton Jun 18, 2025 ▶ 14:02 Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
Jun 18, 2025 positive
Assertion Not checkable as stated
Burton: Observe has tens of millions in revenue with 60% gross margins
“And look, as we said today, amount of gross margins were, you know, tens of millions of revenue, and the gross margins are already up around 60%.”
Jeremy Burton Jun 18, 2025 ▶ 14:21 Snowflake's CEO on the AI Data Cloud, Partner Strategy, and What’s Next
Sep 5, 2025 negative
Assertion Not checkable as stated
No AI Company Enjoys 80% to 90% Gross Margins, Says Fal's Yurtseven
“No one in AI really has 80%, 90% gross margins because the way we sell software changed.”
Gorkem Yurtseven Sep 5, 2025 ▶ 4:33 Anthropic, Cursor, FaL & Bessemer Venture Partners: The Realities of Scaling AI
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