software margins

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 27, 2026 by Sam Lessin · across every show →

Everything said about software margins, oldest first

Feb 27, 2026 bearish
Prediction Not checkable as stated
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.”
Sam Lessin Feb 27, 2026 ▶ 1:57 Apple, OpenAI & Why Nobody Makes Money in AI | The SaaS Apocalypse · More or Less Podcast
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