VC wisdom: fund 90%+ gross margin AI infra companies, not thin-margin mirages
vaibhavbetter · x · 2026-09-05
sharpshoot argues that VCs should fund infrastructure companies with 90%+ gross margins, and founders should build them — warning against the 'thin margin mirage.' vaibhavbetter adds that everyone learns the hard way in every cycle: gross margin is everything, even for the most disruptive technology.
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