“If you do the hard work up front… you can work for really thin margins… as it scales… incremental margins are really high… Robinhood's incremental margins, it's about 75%.”
♫
Said on Run the Numbers
In Good Company with Nicolai Tangen · John Armitage: How He Invests, Building Egerton, and What Worries Him About AI
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
focuses on incremental margins rather than just headline margins when evaluating profit potential
“If you do the hard work up front… you can work for really thin margins… as it scales… incremental margins are really high… Robinhood's incremental margins, it's about 75%.”
“We’re very focused on the latter rather than focusing on things that we think are going to be very commoditized … multimodal representations”
“By doing Amplify, you're sort of doing the transformation in little increments ... rather than going big bang”
“Encouraged folks to do take incremental steps forward rather than trying to embark on the overall massive project”
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.