Skip to main content
Jaime Sevilla

Jaime Sevilla

Feb 13, 2026

4:19
agreement that they have with Microsoft.
4:21
Now, the raw profitability, the operating margins of a company are not necessarily what you want to look at when you are trying to assess whether the company will be profitable in the long term.
4:32
As Asim alluded to earlier, Uber lost billions upon billions of dollars before they finally became profitable.
4:40
And really, if you are an investment-minded person, when you are looking at a growing business, you do not look so much at how much profit they are turning.
4:51
in their early years where they're still growing, but rather you will rather look at the gross profit that they're making at their gross margins and how the revenue is scaling year after year.
5:03
So you can get a sense of after this initial phase of rapid growth, where the industry and the company will land at.
5:11
Now, if you did that, then I have just said like, okay, they look to have made like a decent gross margin.

22 MINS LATER

27:07
And I wonder at what point we can do most of the things we're doing now on our device.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.