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Tomasz Tunguz x.com
From −94% gross margins to 0m of revenue per megawatt: how AI models learned to print money.
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17 September
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korrents.com
As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%.Their words
Margins will not climb to 100%. As inference gets cheaper, buyers will ask more of their agents, shifting the equilibrium over time in response to competition.
14 September
11 September
8 September
4 September
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korrents.com
Elections are often decided by narrow margins.Their words
That’s not a particularly likely outcome, but elections are often decided on the margins.
3 September
29 August
27 August
25 August
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korrents.com
The S&P 500’s price-to-sales ratio no longer signals what it once did, because today’s companies earn higher margins.Their words
Therefore, the only correct interpretation of the P/S ratio over the last decade is that it doesn’t signal what it used to.
Why I Was Wrong to Be Bearish on U.S. Stocksofdollarsanddata.com
24 August
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Their words
AI models can start to decay. The output (gross) starts to flatten. Sentences sound more repetitive. Boring.
9 August
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Their words
When it comes to cafe operations and roasting, efficient workflow is critical to profit margins.
7 June
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Their words
make the product, fix the product after you get customer feedback and then make the business which means make the margins.
24 May
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Their words
When I run the agent on that website, I'm using my tokens. I'm not using the the vendor's tokens. I'm not using the app's tokens.
15 April
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korrents.com
Moving to a custom ASIC does not escape the margin — the ASIC vendor’s margins are nearly as high as Nvidia’s.Their words
And so so I think the the ASIC margins are are incredibly good from what I can tell and and they believe it. They believe it so too. And so they're they're quite proud of their their incredible ASIC margins.
13 March
From one piece Dylan Patel — The single biggest bottleneck to scaling AI compute 3 beliefs, in the piece's order there
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Their words
if improvement stopped you know here the value of an H100 is now predicated on the value that GPD 5.4 four can get out of it instead of the value that GP4 can get out of it and the margins and all that stuff that these labs are doing and they're in a competitive environment so their margins can't go to infinity. Um so you sort of have this like dynamic that is quite interesting in that an H100 is worth more today than it was 3 years ago.
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Their words
Um DRAM gets released goes to AI chips who are willing to do longer term contracts, willing to pay higher margins, etc., etc. because at the end of the day, the margin that they extract is much larger from the end user or whatever. Um, and so this this this probably leads to like people hating AI even more, right?
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Their words
Um I think at least this year we're going to see margins for the model vendors go up a lot, right? Because they're so capacity constrained, they have to demand destroy demand, right? there is there's no way they can continue anthropic can continue at the current pace without destroying demand.
3 December 2025
From one piece Trillion Dollar Market Caps: Fairy Tale Pricing or Business Marvels? 2 beliefs, in the piece's order there
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korrents.com
The revenue growth and margins needed to justify Nvidia’s and OpenAI’s late-2025 pricing are improbable.Their words
I think that the pathway that you would need (in terms of revenue growth and profitability) to justify Nvidia's and OpenAI's current pricing is improbable, but that is just my view
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Their words
If you are an investor who considers any highly priced company to be overvalued, I hope that this post leads you to reconsider.
28 November 2025
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Lovedaffiliate linkrcmnd.app
Wooden Bath MatTheir words
Despite her McPersnickety ways, I had to admit that the wooden bath mat was magical. It dried within minutes and felt a lot less gross on my feet than a glorified carpet collecting everybody's foot germs.
12 November 2025
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Their words
So this AI thing will be that right. So if you take coding um what we built with GitHub and VS code in over whatever decades uh suddenly the coding assistant is that big in one year and so that I think is what's going to happen as well which is the market expands massively.
5 October 2025
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Their words
So as opposed to going against I guess human intuition and trying to get them to share stuff that they otherwise wouldn't on the margins want to share like lean into it more actually like grab the moments where users are already organically screenshotting and make those much much much better and you can kind of 5x or 10x and and drive a lot of growth that way too.
16 July 2025
From one piece The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank 2 beliefs, in the piece's order there
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Their words
the fortress balance sheet is that you run a company serving clients well, you have good margins, good liquidity, good capital. I'm as conservative in accounting as you can find. I don't up-front profits when I can spread them over time.
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Their words
we can cut billions of dollars of marketing out tomorrow. We can stop opening branches and save a billion dollars next year. We could do a lot of things. Your margins will go up. Your growth will go down. Your long-term margins will probably get worse.
4 July 2025
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