coding companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 3, 2025 by Navin Chaddha · across every show →

Everything said about coding companies, oldest first

Oct 3, 2025 negative
Assertion Not checkable as stated
Chaddha: Many AI coding companies have negative or 15-20% gross margins
“A lot of these coding companies, they have either negative margins, which has been reported or 15, 20% gross margin.”
Navin Chaddha Oct 3, 2025 ▶ 33:04 Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
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