When Software as a Service (SaaS) products scale, it might be tempting to think that traditional unit economics rules no longer apply. Expectations of economies of scale further fuel this notion. Yet, ...

OpenAI has posted a $700 million operating loss on GPT-5 despite achieving a 48% gross margin, as $16 billion in annual R&D spending consumes individual model profits.

Every major shift in software models has forced finance to learn a new math. We stopped capitalizing on hardware and started managing monthly operating expenses when we moved from on-prem servers to ...

Serve Robotics SERV is betting that its third-generation (Gen-3) delivery robots will materially accelerate unit-level economics as the company scales nationally. Early operational data suggests this ...