Frontier AI margins may already be at an extreme level
teortaxesTex · x · 2026-07-21
A short exchange argues that frontier AI companies are already at "obscene" margins and that both bullish and bearish commentary often misses how dominant that scenario is.
The post is not a news item, but it does capture a blunt industry take: margin expansion at the frontier may already be extremely high, and the real question is whether it can keep growing from there.
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