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margin

also referred to as: margins

5 statements across 5 episodes · 3 bullish · 0 bearish · 5 people on the record · first statement Nov 12, 2018 by Leo Polovets · across every show →

Everything said about margin, oldest first

Nov 12, 2018 positive
Insight
Polovets: Moats determine long-term margins and prevent zero-margin decay
“Well, I think the reason that moats are important is that they basically determine your profit margin over time. So if you build something that no one else can build, you can make 20 or 50 or maybe even 90% margins. But if what you're doing is easy to copy, th…”
Leo Polovets Nov 12, 2018 ▶ 13:00 20VC: Why Warm Intros Are Mostly Dumb, Why Ownership is Built On First Check and 4 Crucial Elements To Make Cold Inbound Attractive with Leo Polovets, General Partner @ Susa Ventures
Feb 24, 2023 positive
Insight
Levin: Profit margins are earned by simplifying processes for customers
“The more you simplify, the more margin you're entitled to, because that's how you create value for your customers.”
Joey Levin Feb 24, 2023 ▶ 16:59 IAC CEO Joey Levin: Why Value Investing is BS; The Most Insane Element of SPACs | 20VC #982 · 20VC with Harry Stebbings
Nov 17, 2025 bullish
Insight
Andrew Ng: AI builders should design for future margins, not today's costs
“Absolute margins are important, but when you have a view for where the technology is going, Then it lets you not build for the margins today, but what you can forecast them being in the future”
Andrew Ng Nov 17, 2025 ▶ 40:16 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 24, 2025 neutral
Opinion
Shlomo: Profit margins are the least concerning issue in AI software
“From all things in the industry, I think the margins are the least thing that I'm worried about.”
Maor Shlomo Nov 24, 2025 ▶ 33:48 Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
Feb 23, 2026 neutral
Insight
Lucas Swisher: Early Margin Can Mislead Growth Investors
“Margin matters, but early, it can be a misleading indicator.”
Lucas Swisher Feb 23, 2026 ▶ 34:03 Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
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