Software was supposed to be infinitely scalable—but the economics of software businesses are changing.

In this episode of The CEO Growth Podcast, we explore the broken physics of software growth and why traditional assumptions about scalability, margins, customer acquisition, and recurring revenue are being challenged by AI, rising competition, changing customer expectations, and increasingly complex technology infrastructure.

For years, software companies benefited from near-zero marginal distribution costs, subscription revenue, and powerful economies of scale. But modern software businesses face new pressures: rising acquisition costs, commoditization, AI-driven disruption, infrastructure expenses, customer consolidation, and shorter product lifecycles.

We examine what these changes mean for  ...