Amjad Masad

speaker

473 appearances 1 recordings 1 series first heard Apr 2026 last heard 25 Apr

Amjad Masad’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

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It's a matter of closing a large enterprise deal.

We're constantly getting baked off against everything under the sun, right?

And we're winning most of our enterprise deals because our product is ahead of the market consistently.

Is that the future?

It depends, right?

So cost question is secondary to the performance question, especially in a time when it's flush with capital.

When you focus on cost is when you reach a certain asymptotic plateau in the S-curve.

You don't foresee a massive improvement specifically in your domain.

Intercom might say, we don't predict that models are going to get that much better on customer support for the foreseeable future.

Therefore, we can focus on building our own, or there's like a data flywheel that we can get, or there's a cost advantage that we get.

But if you focus on cost at the expense of performance, you're going to lose.

It's similar to any era in tech, right?

Like it's cloud, it's mobile, it's SaaS, whatever it is, there are moments of time where the goal is growth and performance and being at the edge.

And then when things kind of rationalize or Uber lift, when things rationalize, you kind of focus on your gross margins.

For us, it's not $80.

It's way less than that.

But it is a significant portion.

Even Anthropic, every $100 they make, $60 goes to NVIDIA.

Their margins are public.

It's 40%, right?

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