“Silicon Valley & venture overall bullshit the world that SaaS & gross margin were the most important metrics.” “Tesla is what, mid-teens? It kind of trades like the best SaaS companies in the world. @cerebras is, I don't remember, 40–50% gross margin. It trades way better than most SaaS companies—because they solve a really tough problem in a gigantic market, & they get paid for it.” Eclipse CEO Lior Susan: