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Articole: 6
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For a while, AI has been discussed mainly as a product story.
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Palantir's gross margin is 81%.
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Last week, Moltbook launched.
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In Part 1, I argued that AI breaks the traditional SaaS finance model by flipping a core assumption: infrastructure now comes before revenue, not after.
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Over the past year, I’ve noticed something odd: most AI discussions barely mention depreciation or CapEx planning, even though AI has sparked the biggest capital spending cycle in recent corporate history, with yearly spending expected to top $300 billion.
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LinkedIn has (unfortunately?)