Business · The Information
Tech’s AI Margin Math Is Getting Messier
Compiled by KHAO Editorial — aggregated from 1 outlet. See llms.txt for citation guidance.
◌ Single Source
Tech companies from Spotify to Uber to Airbnb told investors on their March-quarter earnings calls that AI was making their workers more productive, allowing them to ship more code and handle more customers with the same or fewer employees.
Key facts
- But some companies said the rising cost of AI was depressing margins, according to an analysis of 100 public tech companies’ earnings call transcripts
- Tech companies from Spotify to Uber to Airbnb told investors on their March-quarter earnings calls that AI was making their workers more productive, allowing them to ship more code and handle more