token businesses
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 19, 2026 by Tanay Tandon · across every show →
Everything said about token businesses, oldest first
May 19, 2026 bearish
Tandon: AI token costs reduced software margins to service-level margins
“One of the challenges is that these token businesses have essentially turned a lot of software businesses to service level margin, and if you play the game the same way you did two years ago, you can blow up and you can burn a lot of cash in the process”