Moat & Margin Lab

Moat & Margin breaks down how B2B and SaaS companies actually make money — one company or one mechanism per episode, in about eight minutes.

Every episode follows the same structure: a counter-intuitive number, the market problem, the flywheel and moat, the monetization matrix (pricing tiers, LTV vs CAC, unit economics), and three principles you can reuse.

Who it's for: founders, operators, product and growth teams, and investors who want to understand software businesses through their numbers.

New teardowns every week.

Sources: figures come from public filings (SEC 10-K / S-1), company reports, and public industry data. Every source is listed in the video description.

Disclaimer: This channel is for educational purposes only and is not financial, investment, or legal advice. We are not affiliated with any company covered unless stated. Company names and logos are trademarks of their owners and are used for identification only. Narration is AI-generated.