Invest Like the Best with Patrick O'Shaughnessy cover image

Andrew Homan & Chris Miller - Redefining Semiconductor Progress - [Invest Like the Best, EP.396]

Invest Like the Best with Patrick O'Shaughnessy

00:00

The Shift to Compute-Intensive Business Models in Software

This chapter explores the shifting cost structures in the digital and software industries, focusing on the transition to compute-intensive operations. It highlights a critical case study that reveals dramatic increases in expenses related to cloud computing, raising concerns about the sustainability of these costs for emerging companies.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app