The Exchanges

Every argument clarity score on this site is built from rows on this page. Each question and answer was assessed with names hidden, the host's own answers included, on four things from 1 to 5: directness (does it answer the question asked), coherence (do the ideas follow), precision (concrete details and clear references), compression (says a lot per word). The weighted mix (30/30/25/15) is the exchange score. A person's published score averages their exchange scores on raw tape only, at least 8 of them, shrunk toward the cohort mean. Full method →

Tomasz Tunguz no published score: only 1 usable exchange on raw tape, and a fair score needs 8+ record → ← everyone

Every exchange below was scored with names hidden, four dimensions each from 1 to 5. An exchange's score is 0.30·directness + 0.30·coherence + 0.25·precision + 0.15·compression. The published score averages the raw tape exchange scores and shrinks small samples toward the cohort mean, so five great answers can't beat twenty good ones. Produced feed rows count only toward coarse estimates, never toward a full score.

clear all ✕
1exchanges match
1on raw tape
0redirected or not addressed
Answered raw tape D 5 · C 5 · P 5 · Cm 4 4.85

Q it gives me my best diagnosis for why my cholesterol is high or others, but that was my moment where it was pretty cool. For this one use case, it seemed like instant parodies. First Tomas, what's your take in general? And is this re it's only been a couple of days, right? Is this going to make B to B apps in order of magnitude cheaper? What's the impact?

A I think the impact is gross. Your gross margins are so much better than they used to be, right? Like the second biggest cost for AI enabled SaaS applications has been inference. 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. So now they, now, now they have AI, and you, Jason, you and I both know this, like the growth rates of AI companies are much faster than, say, the classic SaaS businesses just because there's so much in them. And so now you have companies that are growing one to seven or some massive growth rate. Before they used to have Challenging gross margins. And now they'll probably look the same as SaaS companies, which means you have pretty significant multiple and valuation expansion.

AI assessment note: “I think the impact is gross. Your gross margins are so much better”

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