Margin
topic on 12 shows · 17 statements across 17 episodes · said 77 times in 56 episodes since 2024
Big Technology 77 
the Y Combinator Startup Podcast 
the Pitch 
BigDeal 
the Paul Morris Podcast 
Invest Like the Best 
Capital Allocators 
Top Founders 
the a16z Podcast 
All-In 
TBPN 
20VC
Mentions by year, every show
tap a year for its mentions
Big Technology 77
2026 40 mentions in 26 episodes 2 per episode
- AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
- GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
- Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
- Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases
- Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
- Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- 18 more episodes that year, every mention in 2026 →
2025 33 mentions in 26 episodes 1 per episode
- Why The Costco Guys And Hawk Tuah Took Over The Internet
- Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- OpenAI and Microsoft’s Grand Bargain, Sam Altman’s Next Three Years, A New Humanoid Robot
- OpenAI’s Risky Browser Bet, Amazon’s Mass Automation Plan, Clippy’s Back
- Revealed: OpenAI Tells Us ChatGPT's Major Use Cases
- Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?
- OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence
- OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
- 18 more episodes that year, every mention in 2025 →
2024 4 mentions in 4 episodes 1 per episode
- Neuralink's First Patient Controls Computers With His Mind — With Noland Arbaugh
- OpenAI Builds A Browser, Microsoft Copilot’s Struggles, Jaguar Rebrand
- Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
- iPhone16 Arrives + Apple Intelligence Delays
- every mention in 2024, scene by scene →
every mention on every show, scene by scene, with the transcript →
17 statements about Margin, every show
Acharya: AI startups should rationally trade margin for product surface
“I think it's actually rational in many cases to trade away margin, to have wider product surface.”
Lucas Swisher: Early Margin Can Mislead Growth Investors
“Margin matters, but early, it can be a misleading indicator.”
O'Laughlin: Anthropic's margins are lower than perceived due to lack of free users
“Honestly, Anthropic has no free users, or like on a relative basis, so their margins are ironically like, kind of on a like-to-like basis, kind of not as good as you think.”
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.”
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”
Johnson: If a 2% margin makes the deal, you're doing it wrong
“If your margin is so small, like two percent, if that's the difference maker, then you're doing it wrong.”
Sanchez: Businesses with Higher Margins Win by Outspending Competitors on Customer Acquisition
“Moral of the story, guys, if you don't raise your prices, you won't have any margin. If you don't have any margin, you won't be able to beat your competitors, and the number one rule of business is whoever makes the most money wins because they can just pay mo…”
Fragrance Houses Earn Software Margins via Secret Molecular Blend Recipes
“So fundamentally these are manufacturing businesses with non-manufacturing margins. Because there's a ton of know-how that goes into producing the finished blended product, so although it's just ingredients mixed together in a jar that's then sent to a custome…”
Michalik: Waste services preserved margins during inflation via price increases
“In the last 24, 36 months as we've entered into what has been a very Rapid inflationary environment. Waste services have been able to maintain margin by passing price to their customers.”
Howie Diamond argues Ride IQ warrants a $6M valuation due to slow growth
“Their margins are great, their growth is not. So like six, between six and seven makes sense.”
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.”
Olive: Involving multiple trades on a job hurts margins by slowing timelines
“If you have other trades in the project itself, right? It affects your margins because the efficiency timeline is stretched out.”
Epstein: Higher prices create margins to outspend rivals on customer acquisition
“It also turns out that when you charge more, you get higher margins and you're able to build a bigger moat. This means if you have higher margins than your competitors, you can pay more to acquire a customer, which means you can acquire all of the customers be…”
Chamath: Video content is a commodity; media margins will keep falling
“Content costs are going to continue to go down, which means economics are going to go down, the margins are not that good. And so it's all just a commodity that almost doesn't matter.”
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…”