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La semana pasada vi a @cameron62s argumentar ante @shaunmmaguire que la tortuga de fondo es la fabricación de metal (específicamente fundición, por supuesto) y luego me llevó a la fundición Rangeview y vi partes siendo fabricadas para empresas de energía.
Debería haber hecho su pre-semilla, pero fui demasiado tacaño 🤦♂️
15 ago, 05:48
.@zebulgar 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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