Comment by clearstack
3 days ago
whatever the framing, Intuit runs ~80% gross margins. these cuts arent about saving money — its about shifting R&D to AI before TurboTax's moat erodes from the bottom up
3 days ago
whatever the framing, Intuit runs ~80% gross margins. these cuts arent about saving money — its about shifting R&D to AI before TurboTax's moat erodes from the bottom up
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