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Tomasz Tunguz highlights a fundamental distinction present in every sales pitch, focusing on the differences between cost-plus pricing and value-based pricing.
He suggests that this choice shapes how products and services are positioned in the market.
Tunguz has recently compared SAP's scale to other data-focused companies, noting its 80% figure outpaces CrowdStrike and Shopify in a separate analysis. He also observed that median short interest in AI-adjacent stocks increased 24 percent last quarter, with pressure focused in key market areas, according to his previous report. These observations provide additional context for his views on pricing strategy in technology markets.