Software Margins Evolution
Niki discusses the evolving landscape of software margins over the past 30 years, highlighting the shift towards lower gross margins due to factors like cloud computing costs and AI integration. The conversation delves into the potential future trajectory of software businesses and the impact of competition on gross margins.In this clip
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Invest Like the Best
Niki Scevak - Wild Hearts and Wild Ideas - [Invest Like the Best, EP.200]
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