Software Margins
topic on 3 shows · 3 statements across 3 episodes
the Y Combinator Startup Podcast
Founder's Journal
More or Less
3 statements about Software Margins, every show
Sam Lessin: AI is driving all software profit margins to zero
“You know, AI is taking all of the software margins to zero, so now we do meat.”
Lieberman: Software Profit Margins Will Suffer from Rising CAC
“This acceleration of competition is going to hurt software margins in two ways, I think. Retention and marketing. Acquiring users will be more difficult than ever before, which means that spending on paid marketing or employees to do organic marketing will bec…”