Assertion certainty 4/5 debate potential 3/5

No AI Company Enjoys 80% to 90% Gross Margins, Says Fal's Yurtseven

Gorkem Yurtseven · Anthropic, Cursor, FaL & Bessemer Venture Partners: The Realities of Scaling AI · Sep 5, 2025 · at 4:33

Gorkem Yurtseven (founder of Fal) discusses how compute and inference costs cause AI software gross margins to fall below traditional SaaS benchmarks.

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“No one in AI really has 80%, 90% gross margins because the way we sell software changed.”

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Yurtseven: Generative media AI represents a distinct market from general AI models
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Disclosure
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“Most of the people we hired for that research team is through our research grants program. So we, it's open invitation. You can basically just send us an email with a project you have in mind, and we care about, let's call it efficient AI. It's either efficien…”
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