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Wait, when did that change? I thought the prevailing wisdom in our industry is that CAPEX sucks, OPEX rules. I understdood that's what's driving SaaSification o
by TeMPOraL 2y ago
Wait, when did that change? I thought the prevailing wisdom in our industry is that CAPEX sucks, OPEX rules. I understdood that's what's driving SaaSification of everything - replacing some internal tool and labor with a SaaS is literally turning CAPEX into OPEX, and it was supposedly what the investors liked.
- pclmulqdq 2y agoThe only real difference is tax treatment. Opex is subtracted from earnings before public reporting and before taxes. So opex are more tax-efficient, but they lower your reported earnings.