apps companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 3, 2025 by Brian Kim · across every show →
Everything said about apps companies, oldest first
Jul 3, 2025 bullish
Kim: AI app cost structures allow high growth to equal high profitability
“The current dynamic of the cost structure, especially for apps companies, Really favor this equation of gross almost equals profitability. The margin structure of some of these companies that we're investors in is incredible.”