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Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Evaluate Revenue with Caution
Not all revenues equate to equal value; examining gross margin is crucial as it reveals the true profitability of a company. Companies like OpenAI may face high costs, such as GPU usage for advanced voice processing, which can significantly reduce gross margins. If their margins are closer to 10-20% instead of the 57-81% previously estimated, it raises concerns about financial sustainability and performance in the market.
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