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The AI optimists often make the case that tech will improve company margins. What they miss is in the process it will cut the incomes needed for household spending that drive companies revenues.

Bob Elliott

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25,328 次观看 • 8 个月前 •via X (Twitter)

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.delian on the AI startup economy: "Software's eating the world? It's ironic. Margins aren't what they seem. SaaS companies have high sales and marketing spend." "The publicly reported revenues of AI labs has now surpassed the entire publicly traded SaaS industry." "The free cash flow ends up with Oracle, Microsoft, Nvidia, and energy companies. The application layer captures none of the margins. It’s the hardware giants that win." "I find it fascinating that some AI companies have worse gross margins than a space factory company." From his appearance on the show in August.

.delian on the AI startup economy: "Software's eating the world? It's ironic. Margins aren't what they seem. SaaS companies have high sales and marketing spend." "The publicly reported revenues of AI labs has now surpassed the entire publicly traded SaaS industry." "The free cash flow ends up with Oracle, Microsoft, Nvidia, and energy companies. The application layer captures none of the margins. It’s the hardware giants that win." "I find it fascinating that some AI companies have worse gross margins than a space factory company." From his appearance on the show in August.

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.delian on the AI startup economy: "Software's eating the world? It's ironic. Margins aren't what they seem. SaaS companies have high sales and marketing spend." "The publicly reported revenues of AI labs has now surpassed the entire publicly traded SaaS industry." "The free cash flow ends up with Oracle, Microsoft, Nvidia, and energy companies. The application layer captures none of the margins. It’s the hardware giants that win." "I find it fascinating that some AI companies have worse gross margins than a space factory company."

.delian on the AI startup economy: "Software's eating the world? It's ironic. Margins aren't what they seem. SaaS companies have high sales and marketing spend." "The publicly reported revenues of AI labs has now surpassed the entire publicly traded SaaS industry." "The free cash flow ends up with Oracle, Microsoft, Nvidia, and energy companies. The application layer captures none of the margins. It’s the hardware giants that win." "I find it fascinating that some AI companies have worse gross margins than a space factory company."

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