Podcasts about 100m arr

Brett Queener is Partner at Bonfire Ventures, a $1B AUM seed-stage fund writing $3-4M checks into application software companies. He was employee #70 at Salesforce.com, where he built go-to-market, launched the AppExchange, and helped scale the company from its earliest days. Previously, he worked at Siebel Systems (the fastest-growing software company of its era) and ran a B2B startup (SmartRecruiters) from pre-revenue to $100M ARR. He writes about the changing software industry in real-time at his Substack. He came to SaaStr Annual + AI Summit for a deep dive on AI and Product. This episode explores the evolution of application software, the increasing pace of product innovation, and the new challenges and opportunities faced by founders. Key topics include the commoditization of tech stacks, the impact of AI on software development, and the importance of rapid product iteration. Learn how to build differentiated products that stand out in a fast-changing landscape, the critical role of onboarding in customer success, and why staying nimble is more essential than ever. Whether you're an entrepreneur or an investor, this discussion offers valuable insights for thriving in today's tech-driven market. --------------------- This episode is Sponsored in part by Salesforce: Connect data, automate busywork and empower teams like nobody's business with the one platform that grows with you, every step of the way. Learn how Salesforce works for Startups at salesforce.com/smb. --------------------- This episode is Sponsored in part by Intercom: Fin is the #1 AI Agent for resolving complex queries like refunds, transaction disputes, and technical troubleshooting—all with speed and reliability. See how Fin can deliver the highest resolution rates and highest-quality customer experience at fin.ai/saastr. --------------------- If you're serious about B2B and AI, you need to be in London this December. SaaStr AI London is bringing together more than 2,000 leaders and founders for two days of practical advice on scaling into the new year. We'll have speakers flying in from OpenAI, Wiz, Clay, Intercom, and all your favorite SaaS companies, including yours truly with Harry Stebbings for a live 20VC podcast. It'll be fun, and it's all in the heart of London. Don't miss out: get your tickets with my exclusive discount by going to podcast.saastrlondon.com --------------------- Hey everybody, the biggest B2B + AI event of the year will be back - SaaStr AI in the SF Bay Area, aka the SaaStr Annual, will be back in May 2026. With 68% VP-level and above, 36% CEOs and founders and a growing 25% AI-first professional, this is the very best of the best S-tier attendees and decision makers that come to SaaStr each year. But here's the reality, folks: the longer you wait, the higher ticket prices can get. Early bird tickets are available now, but once they're gone, you'll pay hundreds more so don't wait. Lock in your spot today by going to podcast.saastrannual.com to get my exclusive discount SaaStr AI SF 2026. We'll see you there.

Welcome to First Block, a Notion series where founders from the world's leading companies tell us what it was like to navigate the many firsts of their startup journey—and what they learned from that experience.In this episode, we spoke with Fabian Hedin, Co-founder and CTO of Lovable. Lovable is a platform that lets you build apps and websites by chatting with AI. After launching in November 2024, they've scaled from $1M to $100M ARR in just eight months—one of the fastest growth trajectories in AI history.Fabian shares his journey from running Minecraft servers in high school to cofounding Lovable, the bold bet on democratizing software development, and why building for today's AI capabilities beats betting on tomorrow's.For video, transcripts, and custom Notion x Lovable templates, please visit: ⁠https://ntn.so/hz0tpbTo learn more about how Notion is supporting startups, please visit: ⁠⁠⁠⁠https://ntn.so/v53xj8Chapters:00:00 Intro01:38 Early Journey05:57 Becoming Lovable08:40 Launch Lessons09:39 Scaling Fast12:38 Building with AI17:11 What's Production-Ready19:39 Notion x Lovable20:34 Future of Building21:20 Advice Block

ZayZoon pioneered the earned wage access category a decade ago and has become the leading embedded provider through partnerships with over 300 payroll companies. With over $50 million raised and a team of 200, ZayZoon now serves 15,000+ businesses across the US. In a recent episode of Category Visionaries, I sat down with Tate Hackert, Co-Founder and Chief Strategy Officer of ZayZoon, to unpack their B2B2C distribution strategy, the economics of three-sided marketplaces, and how they're expanding from earned wage access into the connected workplace. Topics Discussed: Building for two years without revenue while signing payroll distribution partners Why embedded B2B2C distribution beats direct sales for hourly workforce products Engineering three-way marketplace economics that align payroll, employer, and employee incentives The November 2017 trade show that killed their Canadian market strategy Educating three distinct buyer personas in a category creation motion Product expansion strategy: when to stay focused vs. when to launch adjacent products Positioning shift from "financial wellness" to recruitment/retention/productivity outcomes The underwriting advantage of payroll-integrated repayment for reducing loss rates Building 300+ payroll partnerships through relationship-driven GTM GTM Lessons For B2B Founders: Solve distribution economics before product-market fit: ZayZoon spent 2014-2016 building product and signing payroll partners before generating first revenue in 2016. The insight: "Why would we go and try to sign up business by business...Let's sign up the payroll company because they're this umbrella organization." For B2B2C models, solve the distribution layer first—even if it delays revenue. Your bottleneck is partner adoption curves, not product readiness. Structure three-way economics where everyone wins big: ZayZoon discovered payroll companies had "this gold mine of employees that they hadn't yet monetized" and built a model where they pay payroll partners "a really hefty revenue share" while keeping enough margin for ZayZoon and keeping the service low-cost for employees. In platform businesses, the unit economics must be compelling enough that each party actively sells for you, not just tolerates you. Map your value prop to your buyer's actual job metrics: ZayZoon's breakthrough came from reframing earned wage access as solving recruitment, retention, and productivity—the metrics small business owners are measured on. Tate explained the unlock: "It's free for me, and it's deployed seamlessly through the HCM provider that I already use. Yeah, turn it on." Your features matter less than your impact on the specific KPIs in your buyer's quarterly review. Kill underperforming markets immediately, even after years of investment: After building in Canada from 2014-2017, one US trade show in November 2017 generated "more signed business than we had done in the previous couple of years in Canada." They put Canada "on life support" by January 2018. Resource reallocation speed matters more than sunk cost. When signal clarity emerges, move capital and team within weeks, not quarters. High-touch relationship GTM beats automation until you hit scale: Tate's core partnership advice: "Pick up the phone...be gritty as hell. Those first hundred customers that you do, be gritty." He emphasized personal outreach builds "pattern recognition and learnings that you receive from being ultra curious." For partnerships specifically, bring "humility, transparency and the expectation that you're building a ten year plus relationship, not being transactional." Automation scales what works—but relationship GTM discovers what works.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM  

Gorkem Yurtseven is the co-founder and CEO of fal, the generative media platform powering the next wave of image, video, and audio applications. In less than two years, fal has scaled from $2M to over $100M in ARR, serving over 2 million developers and more than 300 enterprises, including Adobe, Canva, and Shopify. In this conversation, Gorkem shares the inside story of fal's pivot into explosive growth, the technical and cultural philosophies driving its success, and his predictions for the future of AI-generated media. In today's episode, we discuss: How fal pivoted from data infrastructure to generative inference fal's explosive year and how they scaled Why "generative media" is a greenfield new market fal's unique hiring philosophy and lean

Calico is building an agentic AI system for apparel sourcing and production—automating the "messy middle" of manufacturing that has operated on emails, Excel, and WhatsApp for decades. As a founder who previously built and exited apparel brands, Kathleen Chan experienced the pain firsthand: opening a Shopify store takes minutes, but actually producing inventory requires staying up until 2am managing factory communications. In this episode, she shares how Calico is creating a new category during the 2025 tariff crisis, when sourcing directors are rewriting playbooks that haven't changed in 50 years. Topics Discussed: How Calico functions as an AI co-pilot for sourcing directors and production managers Creating a category when no budget line exists for agentic AI systems Leveraging the 2025 tariff environment as an adoption catalyst Why six months of paid acquisition produced high signups but zero quality customers Sequencing GTM tactics from unscalable one-to-ones to conferences to content Building authenticity in a market saturated with AI slop and generic LinkedIn content Hiring early evangelists who maintain conviction through the startup zigzag GTM Lessons For B2B Founders: Match GTM motion to how your market transacts, not what scales: Calico tested paid acquisition for six months before realizing relationship-building converted better despite being unscalable. In apparel manufacturing, decades-long supplier relationships can't turn on and off overnight—the buying motion reflects this reality. Kathleen's approach: early-stage requires one-to-one dinners and networking to answer nuanced questions; mid-stage shifts to conferences for broader reach; late-stage deploys LinkedIn content once the market understands your category. The sequencing matters because each stage builds on the previous one's trust foundation. Brutally audit customer quality, not conversion metrics: Calico's paid acquisition drove signups and "conversions by marketing sense," creating a false signal of product-market fit. After six months, the math revealed these customers cost more to acquire than those from relationship channels and had lower quality. Kathleen's lesson: vanity metrics provide a "weird little dopamine hit" that masks broken unit economics. For B2B founders in complex sales cycles, track cost-per-quality-customer, not cost-per-signup. Use macro disruption to collapse sales cycles: The 2025 tariff crisis created an "impossible challenge" for Calico's ICP—sourcing directors forced to rewrite playbooks built over decades while tariffs changed via tweet. Rather than fighting the chaos, Calico positioned itself as the solution to this specific moment, anchoring customer conversations on tariff-driven urgency. This transformed education from abstract ("here's what agentic AI can do") to concrete ("here's how we solve your tariff problem today"). B2B founders should identify trigger events that make the status quo untenable. Create category clarity by defining what you're not: In a market where "AI could mean things to many different people," Calico differentiated by explicitly stating what their system cannot do. Kathleen prioritized "dispelling the notions of what we are and what we aren't" over overselling capabilities. This matters because sophisticated buyers—especially in industries with low tech adoption—need to understand boundaries before they'll trust promises. The tactic builds credibility in noisy markets where everyone claims AI magic. Hire evangelists who outlast founder doubt: Calico's most impactful GTM decision was bringing on early team members who could evangelize value through the inevitable "zigzaggy" early stage—when "it's exciting one day and the worst day ever the next." These people interface directly with customers regardless of whether the founder is having doubts or frustrations. Kathleen's insight: in B2B relationship-driven sales, your early GTM hires' conviction directly determines whether customers stick through product evolution. Hire for authentic belief, not just skills. Deprioritize content in high-noise environments: Calico deliberately delays LinkedIn content until later stages because "folks are a little bit more muted to all the LinkedIn content coming at them." With AI making content easier than ever to create, Kathleen sees audiences questioning whether to take it seriously and whether AI-generated content has less value than human-generated. Her approach: authenticity trumps quantity. For B2B founders, this means investing in formats that can't be easily faked (video, in-person) before scaling written content. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

AODocs manages business-critical documents for enterprises where downtime has real consequences—production lines stopping, construction projects delayed, containers sitting at ports. Founded in 2012 and bootstrapped to profitability by 2022, the company serves Google's data center builds, aerospace manufacturers' FAA certifications, and Veolia's water treatment operations. In this episode of Category Visionaries, we sat down with Stéphan Donzé, Founder of AODocs, to unpack his 14-year journey from Google ecosystem specialist to Microsoft-compatible platform. Stéphan shares unfiltered lessons from the brutal 2014-15 years when cloud platform limitations broke customer deployments, why they've reconsidered fundraising every two years but remained independent, and how AI agents finally created the urgency factor their category always lacked. Topics Discussed: Surviving 2014-15 when Google Cloud platform performance limits broke at scale Bootstrapping via services company profits until standalone profitability in 2022 Why long-term document lifecycle management (10-30 year retention) resists VC timelines Expanding from Google workspace early adopters to Microsoft enterprise accounts The failed experiment with cloud reseller partners who couldn't deploy DMS Why marketing hire ramp time equals technical hire ramp for platform products Medium-sized industry conferences outperforming 30K-attendee mega-events on cost-per-lead Positioning as document foundation for reliable AI agent information access GTM Lessons For B2B Founders: Transparent post-mortem communication converts crises into trust: When AODocs hit unexpected Google Cloud platform limitations in 2014-15—breaking deployments for customers running mission-critical workflows—they published detailed explanations of root causes outside their control and remediation plans. Stéphan explained: "We've always been extremely transparent...Yes, we screwed up here. Here is the thing we put in place so that it doesn't happen again." This approach consistently strengthened customer relationships during their worst incidents. For founders in business-critical infrastructure: your crisis response protocols matter more than preventing every outage. Bootstrap via complementary services revenue until product-market fit: AODocs funded development by merging with a Google Cloud consulting firm that deployed early Gmail enterprise implementations. Services profits subsidized product R&D while providing direct customer access. Stéphan described the deal structure: "I have a software company that has no revenue, but I can suck the profit of the service company until I make revenue." The model worked until 2022 when AODocs became independently profitable. For technical founders: identify services businesses with your target customer base as bootstrap partners, not just revenue sources. Partner technical capability trumps partner pipeline size: AODocs initially partnered with Google Cloud resellers (SATA, Onix) who had enterprise access but couldn't scope or deploy document management implementations. The inflection point came shifting to system integrators with actual DMS practices. Stéphan noted: "These guys don't really understand document management...they could not really help us deploy our product because they don't understand what we're doing." For complex B2B products: vet partners on technical delivery capacity, not just lead generation promises. Platform products require 12-month marketing onboarding: AODocs learned marketing hires need equivalent ramp time as engineering roles—not two one-pagers and go-to-market. Stéphan's realization: "It takes a year before someone is able to write the right things and to sense the essence of the product." This applies specifically to platforms with multiple use cases, not point solutions. For founders with horizontal platforms: budget full-year onboarding before expecting marketing productivity, or hire people who've sold similar complexity before. Founder must own category positioning until $10M ARR: Stéphan argues technical founders can't delegate core messaging early: "My personal take is that in the tech company the CMO cannot be anybody else than the founder itself at least for the first $10 million." This comes from watching marketing experts produce "beautiful words and lots of fluff but still not get the essence of what we're doing." For technical founders uncomfortable with marketing: you're avoiding your most important job in the early years. Regional 2K-5K conferences deliver better unit economics than flagship 30K events: While AODocs attends Google Next (30,000) and Gartner conferences, smaller regional IT decision-maker events generated superior cost-per-qualified-lead. Stéphan's finding: "If you look at the number of dollars you spend per lead that you get, the small events are surprisingly effective." This contradicts conventional wisdom about flagship event ROI. For enterprise B2B: test regional and vertical conferences before scaling spend on mega-events. Technology paradigm shifts create replacement urgency: AODocs positioned as "modern cloud-based document management" for years without forcing function to rip out legacy systems. AI agents changed the calculus entirely. Stéphan's repositioning: "If you don't upgrade your document foundation, you won't be able to benefit from the AI productivity acceleration." The urgency comes from AI agents requiring clean, validated document repositories—impossible with SharePoint chaos. For founders in infrastructure categories: look for adjacent technology waves that make your solution prerequisite, not optional upgrade. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role.   Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Dean thought he'd have to bootstrap Axonius because no investor would fund a solution to a problem that had existed for 20 years. He was wrong—they've raised $500M. The breakthrough came when a Fortune 500 company was actively being hacked by Chinese state actors. Their first customer almost said no—they had 20 bugs during the POC. But Dean's team fixed each one within 48 hours while their competitors took quarters to respond. That speed changed everything. They went from zero to $100M ARR in under 5 years, created an entirely new category (cyber asset management), and achieved an NPS score in the 80s—unheard of in cybersecurity. His framework for the three types of enterprise journeys will change how you think about positioning.Why You Should Listen:Why responding to customer issues in hours changes everything.How to turn a "dormant pain everyone accepts" into a $500M+ company.Why speed beats everything.The 3 types of enterprise software journeys and which one VCs won't fund.Keywords:startup podcast, startup podcast for founders, Axonius, Dean Sysman, cybersecurity startup, enterprise sales, Unit 8200, cyber asset management, B2B SaaS, YC alumni00:00:00 Intro00:02:25 From Hacker to CyberSecurity00:14:46 The three types of enterprise software journeys00:18:41 Why time to value beats everything00:29:33 Thought they'd bootstrap but VCs validated the problem00:35:14 Failed POCs and landing first customer with 20 bugs00:40:10 Zero to $100M ARR in under 5 years00:45:24 When to know you have product-market fitSend me a message to let me know what you think!

In this episode, Usercentrics CMO Adelina Peltea shares her B2B marketing philosophy and the GTM playbook behind the companies newly achieved 100M ARR. You will get exclusive insights into the tactics that helped Usercentrics grow from 40M to 100M ARR in just two years. Adelina also unveils how she managed to create a culture shift within Usercentrics, embracing Revenue Marketing and modern GTM beliefs. This shows that impactful B2B marketing is not only about numbers and tools, but also about the right mindset. Our 100th episode is a must-listen for B2B SaaS CMOs that are ready to implement state-of-the-art marketing in order to reach the magic mark of 100M ARR. Listen now!

TwelveLabs is building purpose-built foundation models for video understanding, enabling enterprises to index, search, and analyze petabytes of video content at scale. Founded by three technical co-founders who met in South Korea's Cyber Command doing multimodal video understanding research, the company recognized early that video requires fundamentally different infrastructure than text or image AI. Now achieving 10x revenue growth and serving customers across media, entertainment, sports, advertising, and federal agencies, TwelveLabs is proving that category creation through extreme focus beats trend chasing. In this episode, Jae Lee shares how the company navigated early product decisions, built specialized GTM motions for established industries, and maintained technical conviction during years of building in relative obscurity. Topics Discussed: How military research in multimodal video understanding led to founding TwelveLabs in 2020  The technical thesis: why video deserves purpose-built foundation models and inference infrastructure  Targeting video-centric industries where ROI justifies early-stage pricing: media, entertainment, sports, advertising, and defense  Partnership-driven distribution strategy and AWS Bedrock integration results  Specialized sales approach: generalist leaders, vertical-specific AEs and solutions architects Maintaining extreme focus and avoiding hype cycles during the first three years of building  Federal GTM lessons: why In-Q-Tel partnership and authentic mission alignment matter more than process optimization  The discipline of saying no to large opportunities that don't fit ICP  Keeping hiring bars high when the entire team is underwater GTM Lessons For B2B Founders: Hire vertical specialists on the front lines, not just at the top: TwelveLabs structures its GTM team with generalist leaders (head of GTM and VP of Revenue) who can sell any technology, but vertical-specialized AEs, solutions architects, and deployment engineers. These front-line team members come directly from the four target industries and understand customer workflows, buying patterns, and integration points without ramp time. For founders entering mature markets with established tech stacks and complex procurement, this inverted model—generalist strategy, specialist execution—accelerates deal velocity because technical buyers immediately recognize domain fluency. Infrastructure plays require integration partnerships, not displacement: In established industries with layered technology stacks, positioning as foundational infrastructure demands partnership-first distribution. Jae explained their approach: integration with media-specific GSIs, media asset management platforms, and cloud providers ensures TwelveLabs fits into existing workflows rather than forcing wholesale replacement. This is particularly critical for selling into industries like media and entertainment where technology decisions involve multiple stakeholders across production, post-production, and distribution. The AWS Bedrock integration delivered 30,000+ enterprise agreements in seven weeks—a distribution velocity impossible through direct sales alone. Extreme focus on first-principles product development beats fast-follower tactics: While competitors built quick demos by wrapping existing models, TwelveLabs spent three years building proprietary video foundation models and indexing infrastructure from scratch. Jae was explicit about the cost: "It was painful journey in the first like two and a half, three years because folks are flying by." The payoff came from solving actual customer problems—indexing 2 million hours of content in two days, enabling semantic search at scale, building agent workflows for specific use cases—rather than impressive demos that couldn't handle production workloads. For technical founders, this validates staying committed to fundamental research even when market momentum favors surface-level innovation. Federal requires cultural alignment before GTM optimization: TwelveLabs' federal success stems from authentic mission alignment, not just process execution. With In-Q-Tel as an investor providing interface to agencies and founders with military backgrounds, the company established credibility through shared values rather than sales tactics. Jae was direct: "If you're kind of entering because, oh, federal market is big and you go in, you're going to get your butt kicked. So I think like you need to actually build your team in a way that's like passionate to work on this project." This matters because federal deals require sustained engagement through long sales cycles, security reviews, and deployment complexity—momentum that only comes from genuine conviction, not quota pressure. ICP discipline protects product focus and team morale: Saying no to large early opportunities that don't fit ICP is operationally painful but strategically essential. Jae acknowledged the difficulty: "Early on saying no to customers is hard... as a founder you want to grow your business and you know that's going to be good for the morale. But that's only true when the customers are actually their ideal customers." Wrong customers create three failure modes: they pull product roadmap toward one-off features, they consume disproportionate support resources, and they generate reference cases that attract more wrong-fit prospects. For early-stage infrastructure companies, every customer shapes your market position—choose deliberately. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Freeplay AI emerged from a precise timing insight: former Twitter API platform veterans Ian Cairns and Eric Schade recognized that generative AI created the same platform opportunity they'd previously captured with half a million monthly active developers. Their company now provides the observability, evaluation, and experimentation infrastructure that lets cross-functional teams—including non-technical domain experts—collaborate on AI systems that need to perform consistently in production. Topics Discussed: Systematic customer discovery: 75 interviews in 90 days using jobs-to-be-done methodology to surface latent AI development pain points Cross-functional AI development: How domain experts (lawyers, veterinarians, doctors) became essential collaborators when "English became the hottest programming language" Production AI reliability challenges: Moving beyond 60% prototype success rates to consistent production performance Enterprise selling to technical buyers: Why ABM and content worked where ads and outbound failed for VPs of engineering Category creation without precedent: Building thought leadership through triangulated insights across hundreds of implementations Offline community building: Growing 3,000-person Colorado AI meetup with authentic "give first" approach GTM Lessons For B2B Founders: Structure customer discovery with jobs-to-be-done rigor: Ian executed a systematic 75-interview program in 90 days, moving beyond surface-level feature requests to understand fundamental motivations. Using Clay Christensen's framework, they discovered engineers weren't just frustrated with 60% AI prototype reliability—they were under career pressure to deliver AI wins while lacking tools to bridge the gap to production consistency. This deeper insight shaped Freeplay's positioning around professional success metrics rather than just technical capabilities. Exploit diaspora networks from platform companies: Twitter's developer ecosystem became Ian's customer research goldmine. Platform company alumni have uniquely valuable networks because they previously interfaced with hundreds of technical teams. Rather than cold outreach, Ian leveraged existing relationships and warm introductions to reach heads of engineering who were actively experimenting with AI. This approach yielded higher-quality conversations and faster pattern recognition across use cases. Target sophistication gaps in technical buying committees: Traditional SaaS tactics failed because Freeplay's buyers—VPs of engineering at companies building production AI—weren't responsive to ads or generic outbound. Instead, Ian invested in deep technical content (1500-2000 word blog posts), speaking engagements, and their "Deployed" podcast featuring practitioners from Google Labs and Box. This approach built credibility with sophisticated technical audiences who needed education about emerging best practices, not product demos. Build authority through cross-portfolio insights: Rather than positioning as AI experts, Ian built trust by triangulating learnings across "hundreds of different companies" and sharing pattern recognition. Their messaging became "don't just take Freeplay's word for it—here's what we've seen work across environments." This approach resonated because no single company had enough AI production experience to claim definitive expertise. Aggregated insights became more valuable than individual case studies. Time market entry for the infrastructure adoption curve: Ian deliberately positioned Freeplay for companies "3, 6, 12 months after being in production" rather than competing for initial AI experiments. They recognized organizations don't invest in formal evaluation infrastructure until they've proven AI matters to their business. This patient approach let them capture demand at the moment companies realized they needed serious operational discipline around AI systems. //  Sponsors:  Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role.    Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

In this episode, we're joined by Inês Lourenco, VP of Growth at Usercentrics, the privacy-led MarTech company that is powering consent on 2M+ websites & apps across 200 countries for 600k customers.  Inês unpacks how she built a 50-person growth org of cross-functional pods (Monetization & Pricing, Acquisition & Virality, Activation, Partner Experience, CMS Integrations, and Retention) around a simple thesis: growth = product distribution. She details the early, scrappy phase with manual signal detection, nightly queries, and “product specialist” outreach - through to a scalable system that routes users to self-serve, low-touch, or high-touch paths based on predicted AOV, with a hard-earned lesson to start with activation before everything else. We spoke with Inês about turning signals into revenue, structuring pods, and creating an operating cadence where every pod owns its metric such as ARPA growth, NRR/GRR, activation time, and virality share, while collaborating tightly with Product, Marketing, Sales, and CS.  Here are some of the key questions we address: How do you define growth as product distribution and design pods that actually move revenue, not vanity metrics? What signals predict AOV early, and how do you route users to self-serve vs. low/high-touch experiences accordingly? Why did “product specialist” outreach outperform SDR-style messaging, and how do you structure those “baby-step” nudges? If you're starting from scratch, why begin with an Activation pod and what are the first experiments to run? How do you set pod-level metrics (ARPA growth, activation time, virality share, NRR/GRR) and avoid cross-metric collateral damage? What collaboration model keeps Growth aligned with Product, Marketing, Sales, and CS, and who should Growth report to? When shouldn't you build a growth team (and what to do instead if your top of funnel is small)? How do you evolve from consent management to a privacy-led marketing platform, while staying profitable and fast?

With over 30 years in wireless—from helping pioneer intercarrier SMS to running mobile identity operations across Americas and Asia Pacific — Eddie DeCurtis saw what others missed: 967 of 1,000 global mobile network operators lack the infrastructure to monetize CPNI data while protecting customers from fraud. The technical challenge isn't building APIs. It's that operators spent billions on 5G infrastructure and now lack capital, internal expertise, and operational frameworks to launch authentication services. In 18 months, Shush went from PowerPoint to 30 employees, supporting 47 network APIs with full GSMA Open Gateway compliance. Eddie shares how understanding regulatory frameworks by jurisdiction, not just deploying technology, became their competitive moat—and why hiring the executive who built T-Mobile USA's authentication platform gave them credibility no competitor could match. Topics Discussed: Why operators repeatedly said "we want to do it, we have no idea how, we have no money, we don't have a platform" Validating the thesis with former AT&T Communications CEO John Donovan before launching Securing a POC with a major operator pre-incorporation—with only a PowerPoint deck The three-legged stool: technology, network integration, and business operations (where competitors fail) Why knowing privacy regulations for CPNI data sharing by country became a deal-closer Reducing network integration from dozens of touchpoints to three specific network elements Supporting 8 Linux Foundation Camara APIs and TS.43 GBA AKA authentication standard Going from 3 to 30 employees and launching at Mobile World Congress on a $75/night Airbnb budget GTM Lessons For B2B Founders: Validate with the person most likely to kill your idea: Eddie deliberately chose John Donovan—former CEO of AT&T Communications, board member at Lockheed and Palo Alto Networks—specifically because "he's going to be rough, he's going to totally ask the really hard questions." When Donovan's response was "go raise $40 million and own this space...you're not going to be alone for long," the validation carried weight because it came from someone incentivized to find fatal flaws. Most founders validate with friendly audiences or investors looking for deals. Find the battle-tested executive who has nothing to gain from being kind. Convert pre-product conviction into design partner commitments: Eddie secured a POC agreement with a major operator before Shush incorporated. "I had nothing. I didn't have software. We had an idea, we had a PowerPoint presentation." This only works when you've spent decades building domain expertise and relationships. The lesson isn't "sell vaporware"—it's that deep industry knowledge lets you articulate problem-solution fit so precisely that sophisticated buyers commit before seeing code. Infrastructure founders with 10+ years in-market can accelerate 12-18 months of product-market fit by converting expertise into early design partnerships. The enterprise moat is operational knowledge, not technical capability: Eddie's thesis: "Anybody can come up with the technology. You walk down the street in the Bay Area, 10 developers will develop it for you." Shush differentiated by answering questions competitors couldn't: How do you price SIM swap detection per query? What are CPNI data sharing regulations in Indonesia versus Brazil? How do you navigate internal stakeholder alignment across legal, privacy, and regulatory teams at a tier-one operator? When Eddie told an operator "here's the privacy rules for your country" after they admitted "I have no idea," he closed a knowledge gap that pure technology vendors can't fill. In regulated infrastructure markets, execution expertise beats technical superiority. Target the ambition-capability gap in capital-constrained buyers: Operators told Eddie the same story: eager to launch authentication services, zero clarity on execution, budgets decimated by 5G spending. This created perfect conditions for a full-stack solution. "Mid-market is hard because you have a buyer with problems that are not basic anymore, but they lack the ability to execute." Shush didn't sell point solutions—they delivered technology, integration, and business operations as a turnkey package. Identify buyers with sophisticated needs, strong intent, and constrained internal resources. That's where full-stack platforms win over point tools. Hire the operator who ran your exact use case at scale: Eddie cold-called John Morrowton, who "built this actual product and service offering at T-Mobile USA, from its inception to its execution and ran it for four years." His pitch: "I'm Eddie DeCurtis, how are you? You want a job? You're Chief Product Officer." Hiring someone who'd operationalized authentication services at a tier-one carrier gave Shush instant credibility with operator buyers and compressed years of trial-and-error into institutional knowledge. In infrastructure sales, hiring executives from reference customers eliminates "can you actually do this" objections before they surface. Minimize integration surface area to accelerate deployment: Mobile operators run highly secure networks with limited external access points. Shush "narrowed it down to three network elements that we can communicate with to provide all 47 APIs." Fewer integration points means faster deployment, lower implementation risk, and reduced operator IT overhead. This architectural decision became a sales accelerator. Infrastructure founders: identify the minimal viable integration that unlocks maximum API coverage, then make that your differentiated deployment story.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role.  Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

SaaStock Founder and CEO Alex Theuma speaks with Manny Medina, Co-founder and CEO of Paid (and former Founder and CEO of Outreach), about how AI is reshaping SaaS monetisation and the future of work. Manny shares his journey from scaling Outreach to $250M ARR to launching Paid, an AI-native platform built to help SaaS businesses move beyond seat-based pricing models. He explains why legacy systems are holding founders back, how to stay truly customer-obsessed, and why over half of every org chart could soon be filled by AI agents. Tune in to hear more about:: - Building a new monetisation stack for the AI era. - Why “seat-based pricing” is becoming obsolete. - The importance of in-person customer relationships. - Avoiding operational debt as you scale from startup to $100M+ ARR. Guest links: LinkedIn - https://www.linkedin.com/in/medinism/ Website - https://paid.ai/       Check out the other ways SaaStock is helping SaaS founders move their business forward: 

Ludus operates a zero-cost ticketing platform for performing arts organizations, monetizing through patron convenience fees while transferring full ticket face value to venues. What began as a freshman year project for a high school theater director evolved into a company processing millions annually across thousands of customers. After surviving COVID-19's 95% revenue elimination and competitor market exits, Ludus captured displaced customers and achieved their growth inflection point. In a recent episode of Category Visionaries, CEO and Co-Founder Zachary Collins detailed the execution mechanics behind customer advocacy generation, human-differentiated scaling, and market expansion through systematic word-of-mouth amplification. Topics Discussed: Monetization alignment between platform and venues through patron-paid fee structures Crisis survival mechanics: reducing to two employees while maintaining core product functionality Systematic customer advocacy through documented attribution and public recognition programs Counter-positioning against AI-first competitors through human-guaranteed support availability Strategic capital deployment: transitioning from profitable bootstrapping to venture-accelerated expansion Geographic and vertical expansion from high school theater to community venues and concert halls GTM Lessons For B2B Founders: Deploy bottom-up penetration to bypass procurement friction and generate authentic adoption signals: Collins chose theater director sales over superintendent-level contracts despite longer individual deal cycles. This approach avoided forced adoption resistance while creating measurable engagement data from actual product usage rather than mandate compliance. The strategic insight: bottom-up sales generate higher-quality expansion opportunities because satisfied end users become internal advocates who influence broader organizational adoption. Implementation requires identifying decision-makers with both budget authority and day-to-day pain points, then optimizing for usage depth over initial contract size. Transform support incidents into systematic advocacy generation through zero-effort resolution protocols: When database corruption lost customer registration data, Ludus manually contacted every affected parent, reconstructed missing information, and delivered complete solutions in organized spreadsheets. This zero-customer-effort approach generates 97-99% satisfaction scores while creating advocacy moments from potential churn situations. The tactical framework: establish incident response that eliminates customer work entirely, document extraordinary efforts taken, and follow up to ensure complete satisfaction. This converts support costs from pure overhead into measurable advocacy generation with direct attribution to pipeline growth. Engineer feature request workflows for collaborative product development perception and testimonial generation: Collins maintains attribution tracking for every customer suggestion, notifies requesters when features launch, and credits contributors in public release communications. This systematic approach creates investment psychology where customers feel ownership in product evolution rather than experiencing transactional vendor relationships. The operational mechanics: implement CRM tagging for feature requests with customer attribution, maintain development pipeline visibility for relationship managers, and create regular recognition touchpoints that generate authentic testimonials from customers seeing their ideas implemented. Capitalize on crisis-driven competitor consolidation through rapid capability expansion and customer acquisition: During COVID-19, while Ludus approached business failure with 95% revenue loss, they developed social distancing seating configurations and streaming integrations. As competitors failed or lost customer trust through poor crisis management, displaced organizations sought alternatives, creating Ludus's 2021 growth acceleration. This demonstrates the competitive opportunity in market disruptions: companies that maintain product investment during crisis periods position themselves to capture market share from failing incumbents. Strategic preparation requires maintaining development capabilities during revenue downturns and building crisis-specific feature sets before market demand crystallizes. Counter-position against AI commoditization through human interaction guarantees and relationship depth: While competitors deploy AI-first support to reduce costs, Collins maintains human availability guarantees including coverage 10 minutes before customer events. This creates differentiation as AI standardizes basic interactions across the industry. The strategic positioning: as routine customer service becomes commoditized through AI deployment, companies maintaining genuine human relationships capture disproportionate value in relationship-dependent markets. Execution requires deliberate investment in support team scaling, clear AI boundary policies, and metrics that measure relationship quality rather than just response time efficiency.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role.   Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Check out Mostly Growth and get episodes early. Available on all platforms.* YouTube* Spotify* AppleAI may be rewriting the playbook for growth, but it's also leaving behind some of the old startup gospel. CJ and Kyle (with Ben jumping in) dig into what happens when the “rules” no longer fit — from dead frameworks and disappearing SEO traffic to board members quietly checking out.Is T2D3 Dead? Did AI Kill It? The “triple-triple-double-double-double” path to $100M ARR worked in the old SaaS world. But what happens when AI companies blow past $100M in less than a year — often with questionable margins and pass-through revenue?SEO Down 20–40%: Is AEO the Savior? Google traffic is tanking. ChatGPT is rewriting recommendations. Is “AI Engine Optimization” the new growth channel, or just SEO with a different wrapper?The Brutal Tech Job Market CS grads face unemployment rates double those of art history majors. With 5,000+ applications going nowhere, does anyone get hired without networking or Loom videos anymore?Is Your Board Quiet Quitting? When growth slows and AI isn't your story, some VCs go ghost. From missing intros to pushing for M&A, boards are quietly exiting stage left.Business Blunders* Hospital Bed LinkedIn Photos: Hustle so hard you end up in the ER (and still post about it).* The @Company Non-Tag: Execs copy-paste updates but forget to actually tag anyone. Peak passive-aggressive LinkedIn.* Ramp's Y-Axis Crime: A 0.4% bump in weekend meals turned into a chart that looked like the apocalypse. Two burritos never looked so big.Pricing in the Real World: Bob's Barricades It's not Bob, it's Happy — and he's quietly running a barricade rental empire. Fifty cents per cone, thousands per site, tens of millions a year. The most Florida business model you've ever heard.Something We Tried This Week Kyle runs a test with Typeform — what worked, what didn't, and what it says about the state of survey tools today.Today's podcast is brought to you by MetronomeYou just launched your new AI product. The new pricing page looks great. But behind it? Last-minute glue code, messy spreadsheets, and running ad-hoc queries to figure out what to bill. Customers get invoices they can't understand. Engineers are chasing billing bugs. Finance can't close the books.With Metronome, you hand it all off to the real-time billing infrastructure that just works—reliable, flexible, and built to grow with you. We turn raw usage events into accurate invoices, give customers bills they actually understand, and keep every team in sync in real time.Whether you're launching usage-based pricing, managing enterprise contracts, or rolling out new AI services, Metronome does the heavy lifting so you can focus on your product, not your billing.That's why some of the fastest-growing companies in the world, like OpenAI and Anthropic, run their billing on Metronome.Visit metronome.com to learn more. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

StrongestLayer is building AI-native email security architecture designed for threats that defeat pattern-matching systems. The company pivoted from security awareness training after early customers discovered its phishing detection plugin caught advanced threats that legacy gateway solutions missed. In a recent episode of Category Visionaries, we sat down with Alan LeFort, CEO of StrongestLayer, to discuss why architectural generation matters more than vendor reputation in email security, and how they're using transparent proof-of-concept methodology to displace 20-year incumbents.   Topics Discussed: Why AI-generated attacks with n=1 datasets break signature-based detection architectures The convergence of legitimate marketing automation and phishing techniques (lookalike domains, intent signals, AI-personalized messaging) How 2% of attack types represent 90% of breach value, forecast to reach 17% of volume by 2027 Transparent POC strategy achieving 85% meeting-to-POC and 100% qualified-POC-to-technical-win conversion Stage-based ICP selection: targeting 1,000-10,000 seats for sub-6-month sales cycles with enterprise compliance requirements Harvard Kennedy School research: AI enables 88% employee profiling from public data, 95% cost reduction for targeted campaigns, and 60% click rates versus 12% baseline   GTM Lessons For B2B Founders: Deploy transparent POCs as category displacement weapons: When attacking entrenched incumbents, StrongestLayer runs one-week POCs behind existing email security gateways with zero commercial pressure—just visibility into what's being missed. At a sub-1,000-seat company running behind a top-three market leader, they surfaced 80 advanced threats in one week. This approach converts 85% of first meetings to POC and 100% of qualified POCs to technical wins. The insight: In technical categories where buyers are sophisticated, removing evaluation friction and letting comparative performance speak eliminates trust barriers faster than enterprise reference selling. Stage-match your ICP to burn rate tolerance, not TAM: Alan deliberately excludes Fortune 500 despite universal email security need: "When their procurement team is bigger than your whole company, not a good scene." Instead, they target 1,000-10,000 seats—enterprises with SOC2/compliance obligations but without Fortune 500 security budgets or staffing. These accounts close in under 6 months. The framework: Define ICP by sales cycle length your runway can sustain, then expand segments as capital position improves. Your ICP should evolve with company stage, not remain static based on ideal long-term positioning. Trade IP opacity for velocity when architectural advantage compounds: Unlike security vendors protecting methodology behind NDAs, StrongestLayer publishes full product demos on YouTube and shares detection logic openly. Alan's thesis: "I'm going all in on velocity. I'm going to transparently share, get it in front of as many customers as we can." This works because their advantage is continuous AI model improvement velocity, not a static algorithm competitors could copy. If your moat is execution speed and iteration cycles rather than a single proprietary technique, transparency accelerates trust-building and shortens enterprise consideration periods. Quantify the shift from volume metrics to value-at-risk metrics: Rather than competing on total threat detection volume, StrongestLayer focuses on the 2% of attack types (BEC, advanced spear phishing) that represent 90% of breach value—and are growing to 17% of attack volume by 2027. They weaponize third-party research (Harvard Kennedy School) showing AI reduces targeted attack costs by 95% while increasing success rates from 12% to 60%. The pattern: Find authoritative external validation that the threat landscape is fundamentally shifting, making incumbent solutions architecturally insufficient regardless of brand strength. Bifurcate messaging by operational reality, not just title: Alan messages CISOs around risk buying-down and ROI, positioning email security as a solved problem that's becoming unsolved. For security operations teams, the pitch centers on eliminating 70% false-positive user submissions that waste skilled analyst time. Both personas use the same tools, but CISOs face board-level breach risk while SOC teams face daily toil from alert fatigue. The takeaway: Map distinct daily operational pains for each buying committee member rather than broadcasting unified value propositions that dilute relevance.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Healthcare providers waste $950 billion annually on manual workarounds caused by fragmented EHR systems and integration costs that don't scale. Shadowbox has developed a patented browser technology that functions as an API, enabling instant EHR data access without traditional integration expenses. In this episode of Category Visionaries, we sat down with Gregory Stein, CEO of Shadowbox, to dissect how the company evolved from serving desperate lab diagnostics customers to building strategic partnerships with established healthcare IT players like HC1 to reach health systems.   Topics Discussed: How the 21st Century Cures Act information blocking provisions remain largely unenforced, allowing EHR vendors to maintain data monopolies through integration fees Shadowbox's technical architecture: a white-labeled browser that accesses the document object model and API endpoints to extract HIPAA-compliant data without custom integrations Market entry strategy—targeting financially distressed lab diagnostics providers who couldn't afford traditional integration costs The HC1 partnership model: splitting the market by use case rather than geography, with HL7/API integrations going to HC1 and rapid, low-cost deployments going to Shadowbox Sequential interoperability capabilities that enable multiple vendor touchpoints (prior authorization, eligibility verification, billing) from a single data extraction   GTM Lessons For B2B Founders: Target customers facing existential financial pressure, not optimal market conditions: Shadowbox entered through lab diagnostics—a commoditized, low-margin segment hemorrhaging money where providers faced $5K-$50K integration costs per connection taking 3-6 months. Greg acknowledged labs are "the redheaded stepchild of healthcare" but their desperation made them willing to pilot unproven technology. The lesson: segments with severe unit economics problems become early adopter pools because status quo costs exceed perceived risk of new vendors. Build a partnerships function before you have market leverage: Shadowbox hired a partnerships-focused employee early to cultivate relationships with RCM vendors and lab information system providers already selling to target customers. Rather than waiting for customer traction to attract partners, they used partnerships to generate initial traction. Greg emphasized healthcare adoption requires credible references—partnerships provide instant credibility entrepreneurs can't buy. Map your ecosystem's existing vendor relationships and pursue co-sell arrangements before achieving meaningful ARR. Use early customer feedback to migrate upmarket, not pivot laterally: Shadowbox started with labs, expanded to imaging centers, but their true ICP emerged as health systems with 500-1,000 community providers on disparate EHRs where traditional integration economics break down. Greg noted: "health systems that have major outreach programs where it doesn't pencil out to have them on their EPIC system." The migration path moved from small, desperate customers toward larger organizations facing the same core problem at scale. Don't mistake initial ICP for ultimate ICP—use early segments as beachheads to validate technology before pursuing customers with better economics. Partner with horizontal competitors when you solve orthogonal use cases: The HC1 deal splits the interoperability market—structured, predictable integrations go to HC1's traditional approach while rapid deployments to fragmented provider networks go to Shadowbox. This isn't channel partnership but market segmentation by use case economics. Greg explained they bring "something complementary to and in some ways competitive" but combined create offerings competitors can't match. Evaluate whether your "competitors" actually serve different jobs-to-be-done within the same category, then structure partnerships around use case delineation rather than territorial splits. Leverage policy expertise as product moat in regulated markets: Greg's Capitol Hill background enabled Shadowbox to support the Coalition for Innovative Lab Testing's successful lawsuit blocking FDA regulation of lab-developed tests—directly protecting their customers' business models. This wasn't marketing but strategic positioning that demonstrates commitment beyond vendor relationships. In heavily regulated industries, founders with policy expertise or advisors who can shape regulatory outcomes create defensibility that pure technology cannot. Consider how industry advocacy amplifies customer loyalty while potentially expanding TAM through favorable regulatory changes.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role.   Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

In this episode, we're joined by Inês Lorenzo, VP of Growth at Usercentrics, the privacy-led MarTech company that scaled from

Cerebrium is a serverless AI infrastructure platform orchestrating CPU and GPU compute for companies building voice agents, healthcare AI systems, manufacturing defect detection, and LLM hosting. The company operates across global markets handling data residency constraints from GDPR to Saudi Arabia's data sovereignty requirements. In a recent episode of Category Visionaries, I sat down with Michael Louis, Co-Founder & CEO of Cerebrium, to explore how they built a high-performance infrastructure business serving enterprise customers with high five-figure to six-figure ACVs while maintaining 99.9%+ SLA requirements. Topics Discussed: Building AI infrastructure before the GPT moment and strategic patience during the hype cycle Scaling a distributed engineering team between Cape Town and NYC with 95% South African talent Partnership-driven revenue generation producing millions in ARR without traditional sales teams AI-powered market engineering achieving 35% LinkedIn reply rates through competitor analysis Technical differentiation through cold start optimization and network latency improvements Revenue expansion through global deployment and regulatory compliance automation GTM Lessons For B2B Founders: Treat go-to-market as a systems engineering problem: Michael reframed traditional sales challenges through an engineering lens, focusing on constraints, scalability, and data-driven optimization. "I try to reframe my go to market problem as an engineering one and try to pick up, okay, like what are my constraints? Like how can I do this, how can it scale?" This systematic approach led to testing 8-10 different strategies, measuring conversion rates, and building automated pipelines rather than relying on manual processes that don't scale. Structure partnerships for partner success before revenue sharing: Cerebrium generates millions in ARR through partners whose sales teams actively upsell their product. Their approach eliminates typical partnership friction: "We typically approach our partners saying like, look, you keep the money you make, we'll keep the money we make. If it goes well, we can talk about like rev share or some other agreement down the line." This removes commission complexity that kills B2B partnerships and allows partners to focus on customer value rather than internal revenue allocation conflicts. Build AI-powered competitive intelligence for outbound at scale: Cerebrium's 35% LinkedIn reply rate comes from scraping competitor followers and LinkedIn engagement, running prospects through qualification agents that check funding status, ICP fit, and technical roles, then generating personalized outreach referencing specific interactions. "We saw you commented on Michael's post about latency in voice. Like, we think that's interesting. Like, here's a case study we did in the voice space." The system processes thousands of prospects while maintaining personalization depth that manual processes can't match. Position infrastructure as revenue expansion, not cost optimization: While dev tools typically focus on developer productivity gains, Cerebrium frames their value proposition around market expansion and revenue growth. "We allow you to deploy your application in many different markets globally... go to market leaders love us and sales leaders because again we open up more markets for them and more revenue without getting their tech team involved." This messaging resonates with revenue stakeholders and justifies higher spending compared to pure cost-reduction positioning. Weaponize regulatory complexity as competitive differentiation: Cerebrium abstracts data sovereignty requirements across multiple jurisdictions - GDPR in Europe, data residency in Saudi Arabia, and other regional compliance frameworks. "As a company to build the infrastructure to have data sovereignty in all these companies and markets, it's a nightmare." By handling this complexity, they create significant switching costs and enable customers to expand internationally without engineering roadmap dependencies, making them essential to sales teams pursuing global accounts.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM   

Lincode Labs is transforming quality control in automotive manufacturing through AI-powered visual inspection systems that replace traditional machine vision cameras with advanced computer vision technology. After nine years and $10 million in funding, the company has established itself as an early mover in bringing modern AI to one of manufacturing's most conservative sectors. In this episode of Category Visionaries, I spoke with Rajesh Iyengar, a fourth-time founder with multiple exits, about his methodical approach to market validation, the operational realities of selling into automotive manufacturing, and the counterintuitive GTM strategies that enabled market penetration in a notoriously risk-averse industry. Topics Discussed: Pre-incorporation market validation methodology: surveying 300-400 manufacturers over one year Positioning within existing "vision systems" budget categories versus creating new AI category Manufacturing engineer versus quality engineer buyer persona discovery and implications Trade show strategy for demonstrating complex AI technology to skeptical prospects Geographic arbitrage: leveraging Silicon Valley for fundraising, Michigan for customer proximity Structured investor feedback collection across 400-500 pitches for business model refinement GTM Lessons For B2B Founders: Execute systematic pre-incorporation market validation at scale: Before incorporating Lincode, Rajesh spent an entire year surveying 300-400 manufacturers through a structured questionnaire approach. Starting with 8-10 manufacturing contacts, he expanded through LinkedIn outreach to validate core assumptions about AI adoption, deployment complexity, and willingness to pay. This wasn't casual customer discovery—it was quantitative market research that de-risked his fourth venture before committing capital. B2B founders should design systematic validation processes that generate statistically meaningful data rather than relying on anecdotal feedback from a handful of prospects. Position within existing budget categories to accelerate procurement cycles: Despite building AI technology, Rajesh deliberately positioned Lincode within the established "vision systems" category rather than creating a new AI category. As he explained, "as far as customer is concerned, whether it's AI or not AI, they'll put us into a category of vision systems... so they can assign the budgets." Creating new categories extends sales cycles as procurement teams struggle with budget allocation and vendor evaluation frameworks. B2B founders should analyze how their innovation maps to existing enterprise budget line items and position accordingly, reserving category creation for later market education phases. Identify economic buyers through productivity impact mapping, not feature alignment: Lincode's initial assumption that quality engineers would buy quality inspection technology proved completely wrong. Manufacturing engineers became the actual buyers because quality bottlenecks directly constrained their core KPI: productivity. Rajesh discovered that "manufacturing engineers responsibility is on productivity, so quality kind of puts a bottleneck on that." This required repositioning their value proposition from quality improvement to productivity optimization. B2B founders must map their solution's economic impact across organizational functions to identify who controls budget decisions, which often differs from the obvious feature-benefit alignment. Deploy experiential marketing for technology adoption in conservative industries: Traditional SaaS demo strategies failed in automotive manufacturing where "AI is something which nobody wanted to just believe on a buzzword, especially in Midwest." Rajesh invested in major trade shows with hands-on demos, allowing prospects to physically interact with components and see real-time AI analysis. This strategy mimicked automotive showroom experiences where customers need tactile engagement before purchasing decisions. For B2B founders selling complex technology to traditional industries, budget allocation should prioritize experiential marketing that enables physical product interaction over digital marketing channels. Structure investor feedback as systematic business model iteration: Rather than fundraising episodically, Rajesh treated investor pitches as structured feedback collection, comparing it to AI model training: "if you give thousands of images, then the AI will work perfectly." Pitching 400-500 investors generated business model insights that shaped core strategic decisions, including the critical industry focus recommendation that transformed their approach. One investor's feedback about avoiding multi-industry approaches directly contradicted Rajesh's initial strategy but proved transformational. B2B founders should design investor interaction as ongoing strategic consulting, maintaining regular dialogue for continuous business model refinement beyond capital needs.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM     

Shoot us a Text.Episode #1156: Ford's Jim Farley warns America about jobs and trades in the AI era. Subaru reveals its first dealership redesign in nearly two decades. And the once-hyped “vibe coding” boom may already be running out of steam.Ford CEO Jim Farley says America's economy is at a crossroads. As AI threatens to eliminate millions of office jobs, he warns the U.S. is overlooking the “essential economy” of trades and manufacturing that keep the country running.Farley predicts up to 50% of white-collar jobs could vanish within a decade due to AI.Entry-level positions like clerical work and coding are especially at risk, shrinking career pathways for young professionals.By contrast, blue-collar fields face massive shortages—600,000 factory workers and nearly 500,000 construction workers are already needed.Farley highlights Germany's strong apprenticeship programs, saying the U.S. overemphasis on four-year degrees leaves trade careers underfunded and undervalued.“There's more than one way to the American Dream,” Farley said.Subaru is rolling out a new dealership design for the first time since 2007. Called the Connection Hub, the redesign mixes nature themes with high-tech touches, aiming to give customers an immersive brand experience.Exterior upgrades include a “grand, park-like pavilion” with star-shaped columns and a central walkway leading to inventory.Inside, “lifestyle vehicle vignettes” display cars in real-world scenarios, complete with accessories and digital storytelling.Outdoor areas will double as lounges, play spaces, or even dog parks to tie into Subaru's community-focused image.Dealers have voiced mixed reactions—90 retailers have said they're in, while others worry about costs amid slowing sales and rising interest rates.“This is more than a design update — it transforms our retailers' facilities into welcoming hubs,” said Subaru retail VP Tim Stallings.The vibe coding craze might be losing momentum. Barclays analysts say traffic to AI-powered app and site builders—once hyped as the future of no-code—has slumped hard after peaking earlier this year.Lovable, which hit $100M ARR in June, has seen visits fall 40%, Vercel's v0 plunged 64% and Bolt.new dropped 27%.Analysts warn many of these gains came from month-to-month subscribers, making revenue growth less durable than it looked during the hype cycle.Heavy “inference whale” users earlier strained business models, forcing startups to raise prices, which may have accelerated the slowdown.“The churn rate for everyone is really high,” said Bolt.new CEO Eric Simons. “You have to build a retentive business.”0:00 Intro with Paul J Daly and Kyle Mountsier0:37 The History of The Jacket Paul is Wearing Today2:01 Upcoming ASOTU Edge Webinar with Uber for Business2:30 Jim Farley On AI's WJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Whatagraph has evolved from a bootstrap marketing reporting tool to a comprehensive marketing intelligence platform processing data from 12+ sources for marketing teams globally. With over $10 million in funding and a decade of iteration, the Lithuania-based company recently launched "Whatagraph 3.0"—a fundamental shift from pure sales-led to hybrid PLG motion. In this episode of Category Visionaries, Justas Malinauskas shares the technical and strategic decisions behind their transformation from agency tool to enterprise marketing intelligence platform, including their multi-agentic AI implementation and the SEO strategy that generates 500+ MQLs monthly. Topics Discussed: Technical architecture evolution from reporting automation to full-stack marketing intelligence Strategic pivot from sales-led to hybrid PLG/sales-led motion triggered by mission misalignment Advanced SEO methodology using competitor pain point analysis and search behavior reverse engineering AI implementation using multi-agentic systems rather than simple LLM integration Lithuania's bootstrap-first ecosystem and knowledge-sharing networks among unicorn companies Go-to-market evolution across three distinct phases over 10 years GTM Lessons For B2B Founders: Engineer time-to-value as your primary PLG enabler, not feature breadth: Whatagraph achieved 5-minute time-to-value from data connection to dashboard generation—versus the industry standard of hours—by rebuilding their onboarding around AI-powered automation rather than manual drag-and-drop configuration. Justas notes this wasn't just UI optimization but fundamental product architecture changes: "It's basically a lot of knowledge from our last 10 years...we're able to build it like really multi-agentic platform which helps to build those things in steps, not just like drop something randomly." For PLG success, optimize your technical stack for immediate value delivery, not comprehensive feature exposure. Weaponize competitor technical limitations through content strategy: Rather than competing on generic "best marketing tool" keywords, Whatagraph dominated by creating authoritative content around specific competitor pain points. Their "Looker Studio being slow" content strategy captured high-volume searches from frustrated users by actually helping solve the problem while positioning their technical advantages. Justas explains: "The biggest problem was it's actually very slow...when we have everything in house we can make things like very quick and speedy compared to there." Target technical pain points your architecture inherently solves rather than fighting brand-to-brand keyword battles. Align your ICP strategy with your actual technical capabilities, not market perception: Whatagraph's shift to hybrid PLG wasn't market-driven but mission-driven. Justas realized their technical product could serve smaller organizations, but their sales-led approach artificially excluded them: "We were not empowering in the first place people, everyone to make those data driven decisions fast...we were not allowing everyone into the product even if our product was allowing to." Audit whether your go-to-market motion matches your product's actual technical capabilities and addressable market, not just your current revenue optimization. Build SEO moats through search behavior psychology, not keyword tools: Whatagraph's SEO dominance came from Justas thinking like customers in problem-solving mode rather than using standard keyword research. He reverse-engineered the complete buyer journey: "People go through a very much regular process...they search for a problem...find a blog post...find a product...competition...pricing...reviews...then actually buy the product." They attempted to own multiple touchpoints in this journey through strategic content placement across different domains. Map your customer's actual research psychology, not just search volumes. Implement freemium with full core functionality, not feature limitations: Whatagraph's new freemium tier includes their complete AI-powered report generation ("Whatagraph IQ") with only data source limitations, not feature restrictions. This approach lets small users experience the full product value while creating natural upgrade triggers as they grow. Justas notes: "All the core functionality...you're able to talk with your data within AI capabilities and ask questions about your data as you would pay a couple of thousands a month." Design freemium around usage scaling, not capability restrictions, to demonstrate full product value.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM   

En esta tertulia de Itnig celebramos un hito histórico: Factorial ha superado los 100M€ en facturación anual recurrente (ARR). Además, hemos sido reconocidos con el Premio a Emprendedores del Año 2025 por Endeavor, un reconocimiento que nos llena de orgullo y valida el trabajo de todo el equipo y la comunidad que nos rodea.También compartimos novedades clave: la apertura de nuevas oficinas, la mudanza a nuestra sede central en Barcelona y cómo estamos afrontando la siguiente etapa de crecimiento. Pero más allá de los logros, reflexionamos sobre los grandes retos del ecosistema: la inteligencia artificial, el acuerdo entre OpenAI y Oracle y el enorme impacto energético que supone el avance de la IA en la sociedad y los negocios.Si te interesa el emprendimiento, SaaS, inversión y tecnología, aquí encontrarás una conversación honesta sobre lo que significa escalar una startup desde España al mundo, los desafíos de liderar en un sector global y las oportunidades que abre la inteligencia artificial.

NumberEight converts mobile sensor data into contextual audience segments without capturing PII, addressing the fundamental breakdown of cookie-based targeting as media consumption fragments across podcasts, gaming, and connected TV. What began as a thesis project for contextual SoundCloud recommendations has evolved into a B2B data platform serving podcast platforms, media sales houses, and agencies. In this episode of Category Visionaries, we sat down with Abhishek Sen to unpack how NumberEight navigates the complex adtech ecosystem and the tactical GTM strategies that drive their expansion across multiple customer segments simultaneously. Topics Discussed: How NumberEight evolved from a Netherlands thesis project (contextual SoundCloud recommendations) to solving adtech's identity crisis Technical architecture: converting mobile sensor data to contextual audience segments without PII collection Multi-segment GTM approach across podcast platforms (AdSwizz, Triton), media sales houses, and agencies Why the company targets podcasting and gaming simultaneously despite different data density challenges Conference strategy: 45+ targeted meetings per event while completely avoiding booths Building category credibility through IAB Tech Lab standards work and white paper contributions The breakdown of cookie-based targeting as consumption fragments beyond web browsers GTM Lessons For B2B Founders: Execute systematic conference preparation to maximize deal flow: Sen books 45+ targeted meetings across 4-day conferences like Cannes Lions through advance relationship mapping and mutual connection identification. The tactical framework: pre-research each prospect's annual priorities, identify shared connections for warm introductions, and plan specific value propositions for each conversation. Execute daily follow-up during the conference to prevent pipeline degradation. Sen's insight: "Prep is incredibly important... we evaluate okay, Brett, head of monetization at ABC Company. Who does Brett know that I know? What is the actual proposition we want to discuss?" Avoid booth competition when capital-constrained: NumberEight deliberately avoids exhibition booths at major conferences, recognizing the futility of competing against Amazon's "entire city mockups" and Google's massive displays. Instead, they focus on authentic relationship building through targeted meetings and dinner sponsorships. The strategic principle: startups should leverage their authenticity advantage rather than attempting to out-spend established players in awareness channels where they're fundamentally disadvantaged. Maintain strict messaging separation between investor and customer tracks: Sen emphasizes the critical disconnect between vision-focused investor pitches and problem-focused customer conversations. His customer insight: "You tell any customer you're going to revolutionize... they're like 'man, you make me money, I'll be your friend.'" The implementation: develop completely separate messaging frameworks where investor decks emphasize market transformation while customer presentations focus exclusively on measurable business impact and revenue generation. Build category authority through standards body participation: NumberEight invests significant engineering resources in IAB Tech Lab white papers and industry standards development without direct revenue impact. This work establishes credibility when defining new data categories in established industries. Sen's co-founder leads technical working groups on identity-less targeting standards. The strategic value: "If you're trying to change the game, you have to be seen as someone giving back to the ecosystem and that helps drive your credibility." Time market entry around regulatory and consumption pattern shifts: NumberEight's positioning leverages two simultaneous disruptions: privacy regulation breakdown of cookie-based targeting and consumption fragmentation beyond web browsers. Sen identifies the core market inefficiency: "Consumption has moved beyond the web... but the data companies, in terms of how data is actually collected, hasn't changed. There's a mismatch." Founders should identify regulatory or technological shifts that create incumbent solution inadequacy and time market entry accordingly. Focus on vertical-specific events over broad industry conferences: NumberEight exclusively attends podcasting-focused (specific platforms), gaming-focused, or adtech-specific conferences rather than generalist marketing events. Sen explains: "We don't attend any conferences that are generalistic... The ones we attend are very focused on either podcasting or gaming or adtech focused ones. That's where we get the most bang for buck." This concentration strategy yields higher prospect quality and more productive pipeline development than broad industry networking.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM   

OpenInfer addresses the enterprise infrastructure gap that causes 70% of edge AI deployments to fail. Founded by system architects who previously built high-throughput runtime systems at Meta (enabling VR applications on Qualcomm chips via Oculus Link) and Roblox (scaling real-time operations across millions of gaming devices), OpenInfer applies proven architectural patterns to enterprise edge AI deployment. The company targets three specific customer pain points: cost reduction for AI-always-on applications, data sovereignty requirements in regulated environments, and reliability for systems that must function regardless of connectivity. In this episode of Category Visionaries, CEO and Founder Behnam Bastani reveals how external market catalysts like DeepSeek's efficiency breakthrough transformed investor perception and validated their compute optimization thesis. Topics Discussed: System architecture pattern replication from Meta's Oculus Link to Roblox to OpenInfer The compute efficiency gap: why "throwing hardware" at AI problems creates market inefficiencies How DeepSeek's January 2025 breakthrough shifted investor sentiment from skepticism to oversubscription Customer targeting methodology: focusing on business unit leaders facing career consequences Government market discovery: air-gapped environments and data sovereignty requirements Technical demonstration strategies for overcoming the 70% edge deployment failure rate Privacy-first AI positioning unlocking previously inaccessible use cases GTM Lessons For B2B Founders: Target decision-makers with career-level consequences: Rather than pursuing prospects who might "take a risk," Behnam focuses on "those that lose their jobs if they're not solving the problem" - specifically business unit leaders whose profit margins or sales metrics directly impact their career trajectory. This creates urgency that comfortable cloud users lack and accelerates deal cycles by aligning solution adoption with personal survival incentives. Leverage external market catalysts for thesis validation: OpenInfer initially faced investor pushback ("Nvidia's got everything working well. Why you think you can do anything better?") until DeepSeek's efficiency breakthrough provided third-party validation. "January hits and then there's DeepSeek... People called us, hey, you're DeepSeek on edge." Founders should identify potential external events that could validate their contrarian thesis and be prepared to capitalize when these catalysts occur. Lead with technical proof points over explanations: In markets with high failure rates, demonstrations eliminate skepticism faster than education. "We definitely have metrics, demos, and we go with those. We demonstrate what's possible... we remove this skepticalism in terms of ease of deployments, power of edge in one shot." This approach recognizes that technical buyers need confidence before curiosity. Pursue unexpected traction sources aggressively: Despite targeting enterprise ISVs, government demand emerged due to air-gapped environment requirements. "Government is actually becoming huge traction primarily because data ownership was a major topic to them." Rather than forcing initial market hypotheses, founders should redirect resources toward segments showing organic product-market fit signals, even when they require different sales processes. Build credibility through architectural pattern repetition: Investors backed OpenInfer because "we are the people that have built this twice, scaled it to millions." Repeating proven technical patterns across different contexts creates sustainable competitive advantages that new entrants cannot replicate without similar experience depth.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Surgical Safety Technologies is pioneering the transformation of operating rooms from secretive environments into data-driven spaces that optimize patient outcomes. With their "Operating Black Box" platform now deployed in over 50 hospitals across the US, Canada, and Western Europe, the company has generated over 100 peer-reviewed publications demonstrating the ability to reduce patient morbidity and mortality by more than 30% while increasing hospital efficiency by $20 million annually for a typical 40-50 OR facility. In this episode, we sat down with Teodor Grantcharov, founder of Surgical Safety Technologies, to explore his 20-year journey from academic researcher to category-creating entrepreneur in the challenging world of healthcare innovation. Topics Discussed: The evolution from virtual reality surgical simulators in the late 1990s to comprehensive OR analytics platforms Breaking through the cultural resistance to measurement and transparency in surgical environments The strategic decision to target top-tier academic medical centers as early adopters Building a platform with four distinct modules: efficiency, compliance, quality/safety, and education The 10-year journey from research hypothesis to proven commercial success with measurable patient outcomes Creating the category of "data-driven healthcare" in traditionally dogma-driven medical environments GTM Lessons For B2B Founders: Use demanding customers as product validation engines: Teodor's team deliberately targeted top-tier academic medical centers as their initial customer base with a specific thesis: "If we can make the best in the world even better, then we can make anyone better." This wasn't just about prestige - these customers had "internal, very sophisticated systems" and "very knowledgeable professionals and leaders" who would stress-test the platform in ways that revealed product gaps early. The approach creates a competitive moat: once you can satisfy the most demanding buyers in your category, you possess capabilities that competitors serving easier customers lack. Build category credibility through academic validation at scale: Surgical Safety Technologies generated over 100 peer-reviewed publications before their sales process accelerated, creating what Teodor calls "irrefutable" evidence. This wasn't just marketing - the publications came from top hospitals proving 30% mortality reduction and $20 million annual efficiency gains per 40-50 OR facility. The strategy transforms sales conversations: instead of pitching features, they present peer-reviewed outcomes data that procurement committees and clinical leaders cannot dismiss. Category creators in regulated industries should consider academic validation as sales ammunition, not just credibility building. Structure modular platforms for multi-stakeholder enterprise sales: Rather than forcing binary adoption decisions, Surgical Safety Technologies created four distinct platform modules (efficiency, compliance, quality/safety, education) that can be sold individually or as a complete suite. This addresses the reality that "each of those have different stakeholders" within hospital systems. The modular approach enables two distinct sales motions: land-and-expand with single-module entry points for budget-constrained buyers, or comprehensive platform sales when "we usually upsell additional modules to the subscription." This architecture is particularly valuable in complex enterprise environments where different departments control separate budget lines. Leverage mission-driven culture as a competitive advantage: Teodor emphasizes that every hire must understand "what we do, why we do it" and that the company constantly reminds itself "this is not just a gadget or an application. We have a responsibility for improving performance and ultimately improving quality of care for patients." In industries where trust and outcomes matter more than features, a genuine mission-driven approach becomes a critical differentiator that influences everything from branding to employee retention. Time market entry with regulatory and cultural shifts: The company's success accelerated as healthcare systems became more willing to measure performance and embrace transparency. Teodor observes: "Now we see hospitals recognize that you can't improve what you can't measure." B2B founders should identify when broader industry trends create openings for previously resistant categories, and position themselves to capitalize on these inflection points.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Copernic Catalysts is developing next-generation chemical catalysts using computational materials design to replace century-old technology in the $80 billion ammonia industry. The company has raised $10 million and is working with top-five global ammonia producers to prove their Neptune catalyst can deliver tens of millions in annual savings per plant while reducing the industry's 1% contribution to global greenhouse gas emissions. In this episode, Jacob Grose shares insights from his journey from BASF venture capitalist to deep-tech founder, revealing how his team is navigating one of the most conservative B2B markets while building transformational technology for both current chemical production and future sustainable shipping fuels. Topics Discussed: The century-old ammonia catalyst problem and why the industry hasn't innovated Copernic's computational approach to rationally designing drop-in replacement catalysts The extreme conservatism of chemical industry customers and how to overcome it Multi-stage go-to-market strategy from lab samples to pilot demonstrations to commercial scale Using toll manufacturing partnerships to scale capital-efficiently while building customer trust The historical significance of ammonia synthesis and its role in feeding 8 billion people Building a platform technology for multiple catalyst products across different chemical markets GTM Lessons For B2B Founders: Navigate ultra-conservative B2B markets with staged proof: Jacob outlined a methodical approach for entering markets where customers are "terrified of change" due to tight margins and operational risks. Start with small lab samples to top customers, progress to pilot-scale demonstrations over 6-12 months, then secure commercial installations. This staged approach allows conservative buyers to gradually build confidence while de-risking their decision-making process. Leverage toll manufacturing for customer credibility and capital efficiency: Rather than building manufacturing capabilities, Copernic partners with established catalyst manufacturers using an "Apple model" - they own the IP while trusted partners handle production. This approach provides three key advantages: faster scale-up, capital efficiency, and most importantly, customer comfort with proven quality control systems. For deep-tech founders, partnering with established players can accelerate market acceptance. Turn industry conservatism into a competitive moat: While chemical industry conservatism creates barriers to entry, Jacob recognized it also creates powerful moats once you're established. Companies using 100-year-old iron-based catalysts represent massive switching costs and customer lock-in opportunities. Founders entering conservative industries should view initial resistance as future protection against competitors. Design for drop-in replacement adoption: Copernic deliberately engineered their catalyst to work within existing plant infrastructure, minimizing customer adoption friction. Jacob emphasized using "base metals" (common, inexpensive materials) and standard manufacturing techniques to ensure compatibility. When disrupting established industries, reducing implementation complexity can be more valuable than maximizing performance gains. Build technical credibility through domain expertise transfer: Jacob's nine years at BASF provided deep industry knowledge that proved essential for both product development and customer trust. His background in corporate venture capital gave him insights into how large chemical companies evaluate new technologies. Founders targeting specialized B2B markets should consider how domain expertise - whether through hiring, partnerships, or personal experience - can accelerate credibility and customer relationships. Position platform technology for multiple market opportunities: While focused on ammonia catalysts initially, Jacob positioned Copernic as a platform company with computational catalyst design capabilities applicable across multiple chemical markets. This platform approach appeals to investors seeking larger addressable markets while providing strategic flexibility as the company scales.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Eldon put a $150K line of credit on his house to start eSentire in 2001. No VCs would touch him—they didn't understand services businesses. He worked 12-hour days, 7 days a week for 7 years to hit $1M in revenue. His co-founder coded while he flew to New York on $99 JetBlue flights from Buffalo to save money. Then something clicked: they brought in an experienced CEO who transformed their scrappy cybersecurity consulting into a managed service. Revenue grew from $1M to $10M in just 3 years. They won 95% of competitive deals against Dell-backed SecureWorks by comparing themselves to a local burger joint versus McDonald's. Today eSentire is worth over a billion dollars. This is the raw, unfiltered story of building a massive B2B company without following any of the Silicon Valley playbook—no YC, no venture capital for years, just pure survival mode.Why You Should Listen:How to win head-to-head sales battles against bigger competitors with no marketing budget.Why taking a long time to hit $1M ARR doesn't mean failure.How bringing in an experienced CEO after 8 years saved the company.Keywords (comma-separated):Startup podcast, Startup podcast for founders, eSentire, Eldon Sprickerhoff, cybersecurity, bootstrapping, managed services, B2B sales, Canadian startup, MSSP, founder-led sales, pivot00:00:00 Intro00:01:00 Starting eSentire after 9/1100:03:26 The dot-com crash reality00:05:23 $150K home equity line to start00:08:32 Landing first customer at ING00:14:03 Making up the rules as they went00:19:09 Bringing in an experienced CEO00:22:44 The hamburger pitch that beat Dell00:28:36 From $1M to $10M in 3 years00:34:39 Common founder mistakes00:40:39 Chief survival officer mindsetSend me a message to let me know what you think!

Discover how Glean AI is transforming enterprise productivity with AI-powered search and intelligent agents.About the episode:Join Nataraj as he explores the evolution of enterprise AI with Arvind Jain, CEO of Glean. From its roots as an AI-powered search solution, Glean has transformed into a comprehensive AI agent platform, helping companies like Zapier, Carta, and Grammarly boost productivity. Arvind shares his journey, the challenges of building a universal AI assistant, and his vision for the future of AI at work. Discover how Glean is helping enterprises leverage AI to streamline workflows and enhance employee efficiency. Learn how Glean ensures AI delivers value safely and securely.What you'll learnUnderstand the evolution of Glean from an AI-powered search tool to a comprehensive AI agent platform.Discover how Glean helps enterprises address productivity challenges by providing quick access to internal knowledge.Learn about the techniques Glean employs to reduce hallucinations and ensure accurate, reliable AI-driven insights.Explore the diverse use cases of AI agents in sales, customer service, engineering, and legal departments.Gain insights into Arvind Jain's vision for the future of work, where AI proactively assists employees in their daily tasks.About the Guest and Host:Arvind Jain: CEO of Glean, work AI platform, and co-founder of Rubrik.Connect with Guest:→ LinkedIn: https://www.linkedin.com/in/jain-arvind→ Website: glean.comNataraj: Host of the Startup Project podcast, Senior PM at Azure & Investor.→ LinkedIn: https://www.linkedin.com/in/natarajsindam/→ Substack: ⁠https://startupproject.substack.com/⁠In this episode, we cover(00:01) Introduction to Arvind Jain and Glean AI(01:13) What Glean does: AI-powered search and conversational AI assistant(03:43) The origin story of Glean: Solving productivity challenges in fast-growing companies(06:46) The evolution from search to an AI assistant(09:45) The advantages of tackling hard problems in startups(12:37) Techniques to reduce AI hallucinations and ensure accuracy(17:31) Model Hub: The different models Glean uses(20:16) Use cases for AI agent platforms across various departments(24:42) Workflow agents and the importance of integrations(31:59) The future of work: Proactive AI companions(37:14) Glean's cross-platform vision(39:07) How AI is changing the business of fast-growing startups(43:39) How Glean is becoming more AI-first internally(47:04) Ideas Arvind would explore if starting over with AI(49:49) Key metrics Arvind watches at Glean AIDon't forget to subscribe and leave us a review/comment on YouTube Apple Spotify or wherever you listen to podcasts.#GleanAI #EnterpriseAI #AISearch #AIAgents #FutureofWork #Productivity #ArtificialIntelligence #Innovation #SaaS #Startups #BusinessInsights #Technology #AIPlatform #WorkflowAutomation #MachineLearning #DeepLearning #AIStrategy #DigitalTransformation #AIinBusiness #TechPodcast

Hamming AI has emerged as a pioneer in voice agent quality assurance, creating what founder Sumanyu Sharma calls a "new category" of QA for conversational voice agents. After spending a decade building data products at scale at companies like Tesla and Citizen, Sharma recognized an acute pain point as voice agents began proliferating: enterprises desperately needed confidence that their voice agents would work reliably before launching to production. In this episode of Category Visionaries, Sharma shares how his team accidentally created a new category by following their instincts and leveraging a decade of expertise in reliability testing, audio processing, and machine learning. Topics Discussed: The evolution from Tesla's data science team to founding a voice agent QA company How "wandering the desert" for months led to finding the perfect problem-solution fit Building a completely inbound-driven go-to-market strategy in an emerging category The decision to launch before feeling ready and building alongside customers Why the voice agent market skeptics were wrong about market size Creating enterprise trust through reliability testing at scale GTM Lessons For B2B Founders: Follow your instincts when you have deep domain expertise: Sharma spent months "wandering the desert" looking for the right problem until voice agent QA clicked. He emphasizes that when you have a decade of relevant expertise, you can recognize the perfect problem when it appears. As he put it, "when you see it, you kind of know... I am perfectly equipped to solve this specific problem. I'm built for this." Founders should trust their instincts when they have genuine domain expertise rather than overthinking market validation. Build something people want before focusing on category creation: Unlike many founders who start with category creation in mind, Hamming AI "accidentally" created their category by obsessively solving customer problems. Sharma notes, "We weren't looking to create a category. We were just looking to solve a problem that we feel passionate about, that we are already experts at." This customer-first approach led to organic category emergence and sustainable demand. Launch before you feel ready and build with customers: Sharma's biggest learning was launching with a "half-baked" product rather than perfecting it in isolation. "We didn't have a product that we thought was incredible. We just thought, hey, it kind of works, but let's actually build the product together with customers." This approach accelerated learning cycles and created stronger product-market fit than months of internal development would have achieved. Leverage contrarian insights from deep market proximity: While others dismissed voice agent QA as "too small," Sharma's data science background and proximity to builders gave him conviction. He analyzed the fundamentals: "Voice is a universal API for people. Voice agents are just becoming possible. They will be unreliable. Therefore, testing is very important. That's the math." Founders should develop conviction through first-principles thinking rather than consensus market opinions. Focus obsessively on customer success over marketing in emerging categories: Hamming AI remains completely inbound-driven, focusing entirely on making existing customers successful rather than traditional marketing. Sharma explains, "The voice space is so small where if you are doing a good job and if you build a product that people love, they will tell their friends about it." In nascent categories, product excellence and word-of-mouth can be more effective than broad marketing campaigns.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Callidus Legal AI is transforming litigation practice by building comprehensive AI-powered workflows for legal professionals. With 1,200 customers and 100% quarter-over-quarter growth, the company has developed a product-led growth strategy that combines domain-specific AI tools with visual multi-step workflows. In this episode, Justin McCallon shares how Callidus has achieved rapid growth through a zero-friction PLG approach while building trust in a traditionally conservative industry. Topics Discussed: The current state and future potential of AI in legal practice  Callidus's approach to building domain-specific legal AI tools with visual workflows  The company's comprehensive case database containing 11 million U.S. cases  Product-led growth strategies that drove 100% quarterly growth and 1,200 customers  Performance marketing optimization for legal AI tools  Building trust and eliminating hallucination risks in AI-powered legal research  The evolution from chatbot-based tools to sophisticated visual workflows  Organic growth strategies including making case databases freely accessible on the web GTM Lessons For B2B Founders: Master zero-friction PLG for professional services: Callidus achieved 1,200 customers and 100% quarterly growth by eliminating traditional B2B sales friction. Justin explained their approach: "Initially we did this with zero touch points, zero friction. You don't need to talk to anybody. It's basically just you come to our website, you sign up for a trial, you start using the app." This model works particularly well for professional services where individual practitioners can make purchasing decisions independently. Focus on high buyer-intent keywords for performance marketing success: Rather than casting a wide net, Callidus targeted specific, high-intent search terms. Justin emphasized: "A lot of people focus on words that maybe are too informational with lower buy intent." They focused on keywords like "legal AI assistant" and "legal AI research" that indicated immediate need rather than general curiosity. Founders should prioritize keywords that align with their ICP and indicate purchase readiness. Create organic acquisition through valuable free resources: Callidus moved their entire 11 million case database to the web for free access, creating a powerful organic acquisition engine. Justin described the strategy: "People have free access to every case that we have. And they can search, say Brown versus Board of Education. And we'll be one of the groups that has a page dedicated to that." This approach generates organic traffic while demonstrating product value, creating a natural conversion funnel from free users to paid customers. Optimize every funnel step with ruthless precision: Callidus's performance marketing success came from methodical funnel optimization. Justin broke down their approach: "Every step of the funnel. Break it down. What conversion rate are we seeing on this step of the funnel? What's benchmark? And then for the areas that are below benchmark, why are we not doing well?" Founders should treat each funnel step as a conversion problem to solve, using data to identify bottlenecks and creative solutions to address them. Build trust through domain expertise, not just technology: In conservative industries like law, trust is built through demonstrating deep domain knowledge. Callidus differentiates itself by combining legal expertise with engineering: "We have really visual multi step workflows, we have really deep engineering, we've tied both the legal knowledge and the engineering expertise." Founders entering regulated or conservative industries should emphasize domain credibility alongside technical capabilities. Use evaluation systems to optimize AI model performance: Rather than fine-tuning models, Callidus built comprehensive evaluation systems to optimize performance across different foundation models. Justin explained: "We've gone through and had lawyers say, hey, here's my case I've worked on in the past. Here are all of the cases I would reference here... Then we can say, okay, it looks like for this API call, GPT-4 is the best, and this one's Claude." This approach allows for dynamic optimization without the overhead of model training.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Nevermined is pioneering the infrastructure for AI commerce, building payment rails specifically designed for agent-to-agent transactions. With a vision of trillions of AI agents functioning as both merchants and consumers, Don Gossen brings 20 years of AI experience to solving what he believes will be the foundational payment challenge of the next era of computing. In this episode of Category Visionaries, Don shares insights on creating an entirely new category—AI commerce—and the unique go-to-market challenges of building for a future that's rapidly becoming reality. Topics Discussed: The emergence of two distinct agent modalities: agent as proxy and agent as independent economic actor Why existing payment infrastructure cannot handle the scale and velocity of AI agent transactions Nevermined's commission-based business model focused on agent-to-agent payments The fundamental cost model differences between SaaS and AI agents Creating the "AI commerce" category and the strategic importance of early categorization Go-to-market strategy targeting verticalized AI agent builders with Series A+ funding The infrastructure investment phase versus deployment challenges in AI adoption GTM Lessons For B2B Founders: Target customers who have proven business models, not just potential: Don's go-to-market strategy specifically targets AI agent companies that have raised Series A or later rounds. His reasoning: "Hopefully the VCs that are backing them have done some due diligence. And the money they're earning is actually real." Rather than chasing every potential customer, focus on those who have already validated their revenue model and can immediately benefit from your solution. Understand the fundamental cost structure of your customer's business model: Don identified that AI agents have an inverted cost model compared to traditional SaaS—most costs are operational (OpEx) rather than capital (CapEx). He explains: "The cost model is basically flipped. Most of your cost is actually on the opex... Your operating costs fluctuate based on the request." This insight shaped Nevermined's entire value proposition around cost monitoring and settlement rather than just payment processing. Create category language early, even before market adoption: Don coined "AI commerce" in 2023 when "people were like, what the hell's an AI agent?" His approach: "It always helps to categorize and provide language that's going to allow people to understand what it is that you're talking about... It's the memeification of the category." Don't wait for your market to mature—create the vocabulary that will define it. Focus on the operational reality, not the theoretical use case: While competitors focus on connecting bank accounts to AI agents for consumer purchases, Don focuses on the underlying workflow costs: "How much does the workflow cost to actually render that outcome?" Understanding the true operational mechanics of your customers' business—not just their surface-level needs—can create significant competitive differentiation. Leverage deep domain expertise to identify non-obvious problems: Don's 20 years in AI revealed that variable AI agent responses create variable operational costs—a problem most founders wouldn't recognize. He notes: "Until recently most people didn't realize that is a major issue in operating these solutions." Deep industry experience can help you spot problems that newer entrants miss entirely.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

StretchDollar is transforming how small businesses approach employee health benefits by decoupling plan administration from funding. Rather than forcing all employees onto a single group plan, the platform allows employers to provide pre-tax monthly budgets that employees can use to purchase individual health plans they select and own themselves. In this episode, I spoke with Marshall Darr, Co-Founder and CEO of StretchDollar, about building a solution that addresses the unique challenges small businesses face in providing healthcare benefits. Topics Discussed: The limitations of traditional group health plans for small businesses under 50 employees How the 2020 IRS ruling on ICHRAs (Individual Coverage Health Reimbursement Arrangements) enabled new approaches StretchDollar's evolution from being their own first customer to serving diverse small businesses The company's cost-effective go-to-market strategy focused on inbound traffic and partnerships Building trust and brand credibility in a heavily regulated industry Optimizing content strategy for both traditional SEO and emerging LLM search traffic The decision to move away from paid marketing channels GTM Lessons For B2B Founders: Become your own first customer to validate the solution: Marshall's team used StretchDollar internally from day one, with his co-founder in San Francisco wanting Kaiser while Marshall was in Pittsburgh where Kaiser wasn't available. This real-world constraint validated their core value proposition. Rather than compromising on a "Frankenstein sort of national but very small group plan," they gave everyone $500 monthly budgets. B2B founders should consider how their own operational needs can serve as the initial proof point for their solution. SMB markets require ruthless cost-effectiveness in go-to-market: Marshall learned from Gusto that targeting small businesses demands extremely cost-effective acquisition strategies. With much smaller annual contract values than enterprise clients, "you need to rely a lot on inbound traffic, a lot on customer-to-customer referrals." B2B founders in SMB markets must build products compelling enough that customers actively recommend them, as traditional enterprise sales models don't work economically. Industry expertise enables superior content marketing: StretchDollar's content strategy works because Marshall spent years as a health insurance broker, selling "hundreds of group policies, hundreds to thousands of individual policies." This deep domain knowledge allows them to create genuinely useful content that attracts both traditional search traffic and increasingly, LLM-generated referrals. B2B founders should leverage their industry expertise to create content that demonstrates unique insights rather than generic advice. Paid marketing can be a distraction from fundamentals: Marshall's team discovered that stopping paid marketing resulted in only "a very marginal sort of drop in signups" while freeing up "tens to hundreds of thousands of dollars." The shift forced them to focus more on content quality and organic growth. For SMB-focused B2B founders, paid channels may be "so optimized right now that you need an insane budget and really good unit economics" to compete effectively. Self-service onboarding becomes competitive advantage: Drawing from Mercury's banking experience, Marshall realized SMB customers want to "knock this out" in 20 minutes without extensive sales calls. StretchDollar built their platform to allow self-onboarding while maintaining sales support for those who prefer it. B2B founders should consider how self-service capabilities can differentiate their solution while improving unit economics. Partnership strategy should target natural referral sources: StretchDollar partnered with Oscar Health, appearing on their website as the preferred destination for sub-20 employee groups. This creates a natural referral flow from a complementary service. B2B founders should identify companies whose customers represent natural expansion opportunities and build formal partnership channels.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Alex Theuma speaks with Colin Nederkoorn, CEO & Co-Founder of Customer.io, about the 12 year journey to (almost) $100M ARR, running a fully distributed team across 30+ countries, and how AI is reshaping the future of SaaS. Colin shares: - How Customer.io scaled to 7,800+ customers worldwide. - Why AI is no longer optional for SaaS companies, and how Customer.io has adapted. - The challenges and opportunities of building SaaS in the AI era. - Why growth, resilience, and adaptability are key for long-term success. - His personal experience with AI tools and how they use AI internally at Customer.io Guest links: LinkedIn - https://www.linkedin.com/in/colinnederkoorn/ Website - https://customer.io/       Check out the other ways SaaStock is helping SaaS founders move their business forward: 

Mati Staniszewski is the Co-Founder and CEO of ElevenLabs, the world's leading AI voice platform. Since launching in 2022, ElevenLabs has raised over $350M, most recently at a $3.3BN valuation, making it one of Europe's fastest AI unicorns. The company counts Andreessen Horowitz, Nat Friedman, Daniel Gross, and Sequoia Capital among its backers. Today, Mati announces that the company has hit a staggering $200M ARR. ElevenLabs took 20 months to hit $100M ARR. 10 months to hit $200M ARR. Can they do $300M in 5 months… AGENDA:  [00:00] $100M in 20 Months?! ElevenLabs Untold Growth Story [12:20] Are AI Models Already Plateauing—or Just Getting Started? [14:00] Why OpenAI Can't Beat ElevenLabs  [17:30] The Talent Wars: How Do You Retain World-Class AI Researchers? [23:10] PR vs Product: Why Most Startups Botch Their Launch [36:00] Are U.S. VCs Playing a Different Game Than Europe? [44:00] The Real Cost of AI: Why ElevenLabs Built Its Own Data Centers [59:00] Voice Agents = Multi-Billion Dollar Business of the Future? [01:05:00] Buy OpenAI or Anthropic? Which Foundation Model Wins? [01:09:30] Europe: Strengths, Weaknesses and What Needs to be Done  

Today we are joined by Gorkem and Batuhan from Fal.ai, the fastest growing generative media inference provider. They recently raised a $125M Series C and crossed $100M ARR. We covered how they pivoted from dbt pipelines to diffusion models inference, what were the models that really changed the trajectory of image generation, and the future of AI videos. Enjoy! 00:00 - Introductions 04:58 - History of Major AI Models and Their Impact on Fal.ai 07:06 - Pivoting to Generative Media and Strategic Business Decisions 10:46 - Technical discussion on CUDA optimization and kernel development 12:42 - Inference Engine Architecture and Kernel Reusability 14:59 - Performance Gains and Latency Trade-offs 15:50 - Discussion of model latency importance and performance optimization 17:56 - Importance of Latency and User Engagement 18:46 - Impact of Open Source Model Releases and Competitive Advantage 19:00 - Partnerships with closed source model developers 20:06 - Collaborations with Closed-Source Model Providers 21:28 - Serving Audio Models and Infrastructure Scalability 22:29 - Serverless GPU infrastructure and technical stack 23:52 - GPU Prioritization: H100s and Blackwell Optimization 25:00 - Discussion on ASICs vs. General Purpose GPUs 26:10 - Architectural Trends: MMDiTs and Model Innovation 27:35 - Rise and Decline of Distillation and Consistency Models 28:15 - Draft Mode and Streaming in Image Generation Workflows 29:46 - Generative Video Models and the Role of Latency 30:14 - Auto-Regressive Image Models and Industry Reactions 31:35 - Discussion of OpenAI's Sora and competition in video generation 34:44 - World Models and Creative Applications in Games and Movies 35:27 - Video Models' Revenue Share and Open-Source Contributions 36:40 - Rise of Chinese Labs and Partnerships 38:03 - Top Trending Models on Hugging Face and ByteDance's Role 39:29 - Monetization Strategies for Open Models 40:48 - Usage Distribution and Model Turnover on FAL 42:11 - Revenue Share vs. Open Model Usage Optimization 42:47 - Moderation and NSFW Content on the Platform 44:03 - Advertising as a key use case for generative media 45:37 - Generative Video in Startup Marketing and Virality 46:56 - LoRA Usage and Fine-Tuning Popularity 47:17 - LoRA ecosystem and fine-tuning discussion 49:25 - Post-Training of Video Models and Future of Fine-Tuning 50:21 - ComfyUI Pipelines and Workflow Complexity 52:31 - Requests for startups and future opportunities in the space 53:33 - Data Collection and RedPajama-Style Initiatives for Media Models 53:46 - RL for Image and Video Models: Unknown Potential 55:11 - Requests for Models: Editing and Conversational Video Models 57:12 - VO3 Capabilities: Lip Sync, TTS, and Timing 58:23 - Bitter Lesson and the Future of Model Workflows 58:44 - FAL's hiring approach and team structure 59:29 - Team Structure and Scaling Applied ML and Performance Teams 1:01:41 - Developer Experience Tools and Low-Code/No-Code Integration 1:03:04 - Improving Hiring Process with Public Challenges and Benchmarks 1:04:02 - Closing Remarks and Culture at FAL

Scalestack is revolutionizing go-to-market operations through intelligent automation, helping enterprise revenue teams eliminate what CEO Elio Narciso calls the "manual work tax" - the 72% of time sales reps spend on tedious data tasks instead of engaging with customers. With $3.1 million in funding and enterprise customers including MongoDB, Redis, and Astronomer, Scalestack has built an agentic orchestration platform that transforms how large organizations manage their revenue data. In this conversation, Narciso shares how his team discovered the massive ROI hidden in back-office automation and why the future belongs to companies that can seamlessly blend human strategy with machine execution. Topics Discussed: The concept of "manual work tax" and its impact on sales productivity  Why 95% of AI investments in enterprises are failing to produce results  Scalestack's evolution from automation platform to agentic workflow orchestration  The company's enterprise-first approach and deployment strategy with large customers  How Scalestack landed MongoDB as an early customer through targeted outbound  The role of podcasting as an ABM strategy for enterprise sales  Scalestack's vision to replace traditional CRMs with intelligent systems of action GTM Lessons For B2B Founders: Target the back-office before the front-office: While many AI companies rush to automate customer-facing roles like SDRs, Narciso emphasizes that the real ROI lies in back-office automation. He cites an MIT study showing that 95% of AI investments fail when focused on last-mile customer interactions, while back-office process automation delivers measurable results. B2B founders should prioritize automating the tedious work that doesn't directly touch customers but enables better customer engagement. Enterprise customers require co-creation, not just deployment: Scalestack's success with MongoDB, Redis, and other large customers came through what Narciso calls "deployment engineers" - essentially building custom solutions collaboratively. He draws inspiration from Palantir's model of developing technology alongside customers. This approach requires significant upfront investment but creates defensible technology that can be productized for the broader market. B2B founders targeting enterprise should be prepared to invest in customer success resources that can handle complex, bespoke implementations. Use customer language to refine your messaging: Narciso completely redid Scalestack's website based on language extracted from hundreds of customer calls and podcast interviews. He emphasizes that "customers always have the best words" because they've lived the pain most deeply. Rather than relying on internal assumptions about positioning, B2B founders should systematically capture and analyze how customers describe their problems and desired outcomes. Cold email still works with enterprise buyers when done strategically: Scalestack's first major customer, MongoDB, came from a cold email to their SVP of Sales Ops. The key was targeting someone (employee #8 at MongoDB) who had an entrepreneurial mindset and curiosity about learning from vendors. Narciso's insight: enterprise operators often want to learn from startups tackling similar problems, whether to buy the solution or implement it internally. B2B founders should research target prospects' backgrounds and approach those with startup experience or operational curiosity. Podcasting as ABM for enterprise sales: Narciso uses his "Revenue Engine Masters" podcast strategically as an account-based marketing tool, targeting specific people at target companies rather than focusing on broad reach. After recording nearly 20 episodes, he's seeing inbound interest and using the content to extract messaging insights. The podcast also strengthens relationships with prospects and customers who participate. B2B founders should consider podcasting not as a mass-market strategy but as a high-touch relationship-building tool for their ideal customer profile.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Tony Scott brings an unparalleled perspective to cybersecurity leadership, having served as CIO of the federal government, VMware, Microsoft, General Motors, and Disney before taking the helm at Intrusion during a critical turnaround phase. When Scott joined Intrusion three and a half years ago, the company was in crisis—running out of money, facing SEC investigations, and dealing with shareholder lawsuits after poor leadership decisions. Today, Intrusion has stabilized its technology, raised sufficient capital, and carved out a unique position in the Applied Threat Intelligence category, focusing on real-time packet-level network analysis that stops zero-day attacks and command-and-control communications that bypass traditional security tools. Topics Discussed: Scott's transition from government service to cybersecurity investment and eventual CEO role The crisis state of Intrusion when he joined and the turnaround strategy implemented Intrusion's pivot from direct sales to a managed service provider (MSP) go-to-market strategy The challenge of creating a new category in Applied Threat Intelligence Building and rightsizing the marketing and sales teams during the turnaround The realities of running a public company versus private enterprises Intrusion's unique packet-level network analysis technology versus conversation-based monitoring GTM Lessons For B2B Founders: Do your homework before the meeting: Scott's biggest frustration as a buyer was vendors who showed up unprepared, asking generic questions like "what keeps you up at night?" without understanding the organization or its priorities. He literally had a secret signal with his assistant to escape these meetings. B2B founders must research prospects thoroughly, understand their specific challenges, and craft relevant value propositions before requesting meetings. Generic discovery calls are a waste of everyone's time and destroy credibility. Fix the product before scaling sales: The previous CEO at Intrusion hired dozens of salespeople to sell a product that wasn't ready, resulting in zero sales during his tenure. Scott prioritized fixing scalability, reliability, and feature gaps before rebuilding the go-to-market engine. B2B founders often face pressure to hire sales teams early, but selling a broken product destroys market credibility and wastes resources. Product-market fit must precede sales-market fit. Find the right distribution channel for your product: Intrusion's breakthrough came when they stopped trying to sell directly to end customers and focused on managed service providers and managed service security providers. This channel strategy worked because Intrusion's solution enhances existing security stacks rather than replacing them, making it perfect for MSPs serving SMBs that can't afford enterprise-level security expertise. B2B founders should carefully analyze whether their solution is better suited for direct sales, channel partnerships, or hybrid approaches based on customer buying behavior and implementation complexity. Embrace being in a category of one: Despite pressure from analysts and customers to fit into existing categories, Intrusion discovered they occupy a unique position in Applied Threat Intelligence. While this creates messaging challenges, it also eliminates direct competition. Scott worked with Gartner and other analysts to establish that no other company does exactly what Intrusion does. B2B founders shouldn't force themselves into existing categories if their technology is truly differentiated—creating a new category can be more valuable than competing in crowded ones. Leverage legal training for crisis management: Scott's law school background taught him to analyze situations from a 360-degree perspective, understand all stakeholder positions, and develop comprehensive strategies. This skill set proved invaluable during Intrusion's turnaround and his previous crisis management roles. B2B founders facing difficult situations should adopt this approach: clearly define the problem, gather multiple perspectives, identify all stakeholders, and develop a theory of the case for moving forward.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Fetch Package Delivery has revolutionized apartment package management through an innovative off-site warehouse model, serving over 400,000 units and approaching $70 million in ARR. In this episode, we sat down with Michael Patton, Founder & CEO of Fetch, to explore how he built a logistics-heavy business that bridges the gap between traditional property management and modern e-commerce demands. Michael's journey from corporate finance to PropTech pioneer offers unique insights into scaling physical service businesses in markets that weren't traditionally venture-backable. Topics Discussed: Fetch's origin as a solution to apartment building package management problems The company's evolution from bootstrapped Dallas startup to national platform Building MVP in logistics-heavy businesses versus traditional SaaS Early customer acquisition strategies in relationship-driven industries Navigating the PropTech market before it became mainstream Scaling operations while maintaining service quality during hypergrowth Expanding from core package delivery to adjacent services GTM Lessons For B2B Founders: Master relationship-based selling in traditional industries: Michael succeeded in the apartment industry through personal relationship building rather than digital marketing funnels. He spent months visiting properties, forming relationships with regional managers, and even secured his first customer through a handwritten card campaign that resonated with a VP who loved dog rescue. B2B founders entering traditional industries should prioritize face-to-face relationship building and understand that decision-makers often value personal connections over polished presentations. Take calculated risks to capture market timing: Fetch grew from $1M to $40M ARR in just 18 months during 2019-2021, despite not being fully operationally ready for that scale. Michael explains: "The thing that we did right was take advantage of really intense market demand when it came, even though we weren't always quite ready for it." Founders should be prepared to scale aggressively when market conditions align, even if it means accumulating technical debt or operational challenges that can be addressed later. Physical service businesses require different MVP strategies: Unlike SaaS companies that can iterate with software alone, Fetch's MVP required Michael to personally deliver packages for 18 months while building operational knowledge. This hands-on approach provided invaluable insights: "It was so valuable looking back, to be able to see every side of the business and literally four or five, six hours a day, be the last mile delivery partner." Founders building physical service businesses should expect to be deeply involved in operations during early stages to understand every aspect of their value chain. Hire ahead of immediate needs during growth phases: During Fetch's hypergrowth period, Michael deliberately over-hired on skill level, bringing in leaders who were arguably overqualified for immediate needs but would be essential as the company scaled. This strategy of "trusting leaders and bringing in the right people to lead some of the most critical ops" allowed them to maintain quality during rapid expansion. Founders should consider investing in talent that can grow into roles rather than just filling current gaps. Build platform infrastructure for adjacent service expansion: Fetch's long-term strategy always focused on establishing the "rails" between warehouses and buildings, then adding services that utilize existing trips and infrastructure. Michael describes: "We've sort of done the dirty work of building up a labor intensive business and we have sort of underlying tech to make that a lot easier now." This approach of building core infrastructure first, then layering additional services, creates significant competitive advantages and higher margins over time.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Moment Energy is transforming the energy storage landscape by giving electric vehicle batteries a second life. With $32 million in government grants secured and a 2-gigawatt-hour facility under construction in Austin, Texas, the company is pioneering the repurposing of end-of-life EV batteries into stationary energy storage systems. In this episode of Category Visionaries, I sat down with Edward Chiang, Co-Founder and CEO of Moment Energy, to explore how his team is solving the dual challenges of EV battery waste and distributed energy storage while building a commercially viable hardware business. Topics Discussed: The $4,000 recycling cost problem facing EV owners at end-of-life How 80-95% capacity remains in "dead" EV batteries due to single cell failures Moment Energy's vision for distributed energy storage at every neighborhood block The certification maze: becoming the first North American company to achieve UL 1974 Securing $32M in government contracts from the DOE and Canadian government Commercial-industrial customer strategy targeting Fortune 500 companies The unique challenges of hardware go-to-market versus SaaS   GTM Lessons For B2B Founders: Sell on economics, not sustainability: Despite the environmental benefits of battery repurposing, Chiang emphasizes selling purely on cost and performance metrics. He explained, "We never sell based on sustainability... We just sell on typical cost and power." B2B founders should resist leading with feel-good messaging and instead focus on measurable business outcomes that matter to their buyers' bottom line. Target infrastructure decision-makers, not sustainability teams: Moment Energy focuses on buyers who "manage the energy infrastructure for the entire [organization]" because "there's a lot less education that's required. They know how to speak batteries." While sustainability teams can provide useful introductions, the real decision-makers understand the technical and economic trade-offs. B2B founders should identify the specific roles that truly own their problem space rather than getting distracted by adjacent stakeholders. Regulatory barriers become competitive moats: The extensive certification process that costs hundreds of thousands of dollars in burn testing creates what Chiang calls "a massive barrier to entry for any incumbents to come in." While painful initially, these regulatory requirements can provide sustained competitive advantages. B2B founders in regulated industries should view compliance costs as investments in defensibility rather than just operational expenses. Government contracts require commercial proof points: Chiang noted that government agencies "want to make sure that you're actually commercially ready rather than just a big marketing play." They validate systems in the field and measure actual impact before awarding contracts. B2B founders pursuing government opportunities should prioritize demonstrable commercial traction over grant-writing skills, as real customer deployments become the foundation for larger contracts. Hardware requires deeper customer conviction: Unlike software pilots, Chiang explains that their systems "cannot go down because it's not a pilot" and customers need complete confidence from day one. This means hardware founders must achieve higher customer conviction thresholds before securing deals. The extended sales cycles and higher stakes require more thorough technical validation and risk mitigation than typical SaaS implementations.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Starboard is building AI-first infrastructure to transform global trade by improving the productivity of freight forwarders—the central coordinators who connect 15-20 different parties in every international trade transaction. With 15 years of experience in the industry, including roles at Maersk, BCG, and Flexport, Sumeet Trehan saw an opportunity to modernize an industry that has invested heavily in physical infrastructure but neglected technological innovation. The company has raised $5.5 million and is approaching $1 million ARR while creating an entirely new category they call "AI-first forwarders." Topics Discussed: Building AI infrastructure to automate freight forwarding coordination and quoting processes Creating a new category in the traditional, relationship-driven logistics industry Go-to-market strategies for selling to an "old boys club" industry that operates differently from typical SaaS markets The founder's decision to personally handle the first 20-30 sales before hiring any sales staff Vision for transforming global trade by creating a comprehensive platform for small-to-mid-sized importers   GTM Lessons For B2B Founders: Cold calling still works in traditional industries: Starboard generates significant top-of-funnel activity through direct cold calling, with freight forwarders actually appreciating the personal touch. Sumeet's team achieves a 10% pickup rate and converts 15-20% of answered calls to discovery meetings by being upfront about the cold call nature and immediately focusing on business outcomes. The approach works because their target market—freight forwarders—are accustomed to making and receiving cold calls as part of their daily business operations. Door-to-door prospecting remains viable for relationship-driven markets: In industries where personal relationships dominate, physical presence can be a differentiator. Starboard literally brings donuts to prospects' offices, which works because their target market values face-to-face interactions. This approach only makes sense when your industry culture supports it and when the lifetime value of customers justifies the time investment. Founders should personally execute early sales to understand the playbook: Rather than immediately hiring sales staff after raising funding, Sumeet chose to personally close the first 20-30 deals. This allowed him to deeply understand customer pain points, refine the sales process, and develop a replicable methodology before bringing on sales team members. Only after proving out the top-of-funnel motion did he hire his first SDR, and only after closing 15-20 deals did he hire a sales leader. Physical implementation presence drives early-stage product adoption: For complex B2B products still achieving product-market fit, being physically present during implementation creates stronger relationships and better feedback loops. Starboard's team travels to be on-site when clients first use the product, which helps with both adoption rates and product development insights. They maintain ongoing communication through WhatsApp and Teams channels rather than Slack, adapting to their customers' preferred communication methods. Category creation requires education over product promotion: Starboard's marketing strategy focuses entirely on educating the market about AI's potential impact on logistics rather than promoting their specific product. By speaking at events, writing blogs, and participating in podcasts about industry transformation rather than Starboard features, they position themselves as thought leaders. This approach builds trust and creates demand for the category before potential customers are ready to evaluate specific solutions. Sequencing product development based on customer feedback: The company's current quoting product serves as a wedge, with plans to expand into marketplace functionality and then full operations automation. Each expansion builds on customer relationships and data from the previous phase. This measured approach to product development ensures each step creates value while building toward the larger vision of comprehensive trade infrastructure.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Growers Edge is revolutionizing agriculture by eliminating the biggest barrier to farmer innovation: risk aversion. With $30 million in funding raised in just 18 months under CEO Matthew Hansen's leadership, the company has evolved from a struggling crop insurance reseller into a multi-faceted agricultural technology platform. By providing downside protection for farmers trying new inputs, expanding into direct lending for equipment and land purchases, and leveraging proprietary data insights, Growers Edge has built three profitable business lines targeting a combined addressable market of over $400 billion. In this episode, Matthew shares his journey from private equity investor to hands-on operator, detailing the systematic turnaround that transformed the company from hundreds of thousands in revenue to millions, with some business lines growing at 800% annually. Topics Discussed: Growers Edge's evolution from crop insurance reseller to comprehensive agricultural risk management platform The three core business lines: input warranties, direct lending, and data services Matthew's transition from private equity investor to operational CEO The systematic approach to company turnaround and organizational restructuring Strategies for identifying and scaling what's working while eliminating what isn't Building a customer-focused organization versus a product-focused one Attracting top-tier talent during rapid growth phases GTM Lessons For B2B Founders: Lead with guarantee, not data: Matthew discovered that "putting your money where your mouth is goes a lot further than charts and graphs at the farm gate." Instead of overwhelming farmers with analytics to convince them to try new inputs, Growers Edge simply guarantees the performance. This approach eliminates the primary barrier to adoption - risk aversion - and accelerates decision-making. B2B founders should consider how they can reduce perceived risk for customers rather than just providing more information to justify decisions. Organize around customers, not products: One of Matthew's first major changes was restructuring the organization around customer needs rather than product lines. He explains the critical difference: "A company that's organized around products has something and you're trying to basically force someone to buy it, whereas the company that's focused on customers knows the customer, sees the need and provides a solution." This customer-centric approach enables rapid iteration and market responsiveness that product-focused organizations struggle to achieve. Scale winners ruthlessly while exploring adjacencies: Rather than trying to fix everything, Matthew focused on "watering the winners" - identifying what was already working and doubling down with resources and talent. He then systematically explored adjacent opportunities that leveraged existing capabilities, like using warranty data to inform lending decisions. B2B founders should resist the urge to spread resources thin and instead concentrate on amplifying proven success while strategically expanding into related markets. Build acquisition as distribution strategy: Growers Edge's acquisition of Aquoso wasn't about technology or talent - it was about buying a go-to-market engine. Matthew compares it to "when Budweiser buys a craft beer company and when you plug it into that distribution network, you see sales of that craft beer skyrocket." The acquired company's existing relationships with 28 banks and farm credits provided immediate distribution for Growers Edge's data products, doubling that business since acquisition. Founders should consider acquisitions not just for capabilities, but as a way to instantly access established customer relationships and distribution channels. Talent attraction follows momentum, not compensation: Matthew was able to recruit executives who had built three unicorn fintech companies not through compensation alone, but because of "the positive direction of the business, the renewed vigor of the fundraising and the support of very credible, fantastic sponsors." Top talent gravitates toward companies with clear momentum and strong backing. B2B founders should focus on demonstrating tangible progress and securing credible investors as much for talent attraction as for capital.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Abel Police is transforming law enforcement efficiency through AI-powered report generation technology. With $5 million in funding, the company has developed a computer vision and natural language processing platform that automatically generates police reports from body camera footage, reducing officer paperwork time by up to one-third. In this episode of Category Visionaries, we sat down with Daniel Francis, Founder and CEO of Abel Police, to explore how a former data engineer with no policing background identified a massive inefficiency in law enforcement and built technology to address it. Topics Discussed: How a personal experience with domestic violence response times led to the founding of Abel Police The discovery that police officers spend one-third of their time writing reports Abel Police's approach to integrating with existing digital evidence management systems The unique challenges of selling technology to government agencies and police departments The company's evolution from attempting full record management system integration to standalone solutions The regulatory compliance requirements specific to criminal justice information systems (CJIS) GTM Lessons For B2B Founders: Immerse yourself completely in your target customer's world: Daniel spent 32 ride-alongs with police officers across different departments, not just conducting interviews but observing their daily workflows for hours. He describes himself as "chief ride along officer" and emphasizes that he had to "creepily watch them work for hours" to understand their pain points. B2B founders should go beyond traditional customer interviews and embed themselves in their customers' actual work environment to identify problems that aren't immediately obvious through conversation alone. Start with mock data when real data is inaccessible: Unable to access actual body camera footage, Daniel created fake scenarios with friends, filming mock arrests and citations to train their AI models. This creative workaround allowed them to begin product development despite regulatory barriers to accessing real police footage. B2B founders facing data access challenges should find creative ways to simulate their target environment and data types to begin building and testing their solutions. Become an insider to overcome industry skepticism: Daniel secured a position as a "records intern" at Richmond Police Department when they wouldn't initially buy his solution, giving him access to real body camera footage and deeper understanding of police workflows. This inside access became crucial for product development and credibility. B2B founders entering unfamiliar industries should consider temporary or consulting arrangements that allow them to work alongside their target customers and gain credibility within the industry. Give away pilots strategically in government markets: Contrary to Y Combinator's advice to always charge for pilots, Daniel found that offering free trials was essential for police departments due to their complex procurement processes. He explains that "if they have to pay for something, that's a hassle" in government settings, but if they're willing to share their data with you, "they're serious about it." B2B founders selling to government should consider free pilots as a necessary investment to navigate bureaucratic purchasing processes. Build standalone solutions before attempting platform integration: Abel Police initially tried to integrate with every record management system, which significantly delayed their go-to-market timeline. They found success by building a standalone version first, then pursuing integrations. Daniel notes they "would have never sold anything" if they had stuck to their original integration-first approach. B2B founders should prioritize getting a working solution in customers' hands over achieving perfect system integration from day one. Leverage adjacent opportunities from your core market position: Once established with police departments, Abel Police identified additional problems like online citizen reporting and policy/law lookup tools. Their relationship with agencies made them "very open to new solutions" since "there's way more problems than there is solutions" in policing. B2B founders should view their initial market entry as a platform for identifying and addressing related problems within the same customer base.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Conifer is pioneering a revolutionary approach to electric powertrains by eliminating dependence on rare earth materials while maintaining superior performance. In a recent episode of Category Visionaries, we spoke with Ankit Somani, Co-Founder of Conifer, about the company's mission to make electric powertrains as simple and manufacturable as internal combustion engines. Their breakthrough technology addresses critical supply chain vulnerabilities while enabling faster, more cost-effective electrification across industries from two-wheelers to delivery vehicles and robotics. Topics Discussed: The fundamental challenges with current electric powertrain manufacturing and rare earth material dependencies Conifer's approach to creating modular, rare earth-free electric powertrains with 90% commonized components The company's manufacturing-first design philosophy that prioritizes scalability and cost reduction Strategic go-to-market approaches for hardware companies selling to technical buyers Building brand trust and long-term customer relationships in hardware markets Earned media strategies that generated significant inbound demand without paid advertising The geopolitical implications of rare earth material supply chain constraints GTM Lessons For B2B Founders: Start with manufacturing constraints, not just product design: Ankit emphasized that their team approached hardware development backwards from typical startups. Instead of designing first and figuring out manufacturing later, they started by solving the hardest constraints: "Can you actually source the materials and manufacture it cheaply first and use that to then guide your design?" This manufacturing-first approach enabled them to create products that could scale economically from day one. B2B hardware founders should prioritize understanding their manufacturing and supply chain limitations before finalizing product specifications. Target technical champions who feel the pain daily: Rather than selling through traditional procurement channels, Conifer went directly to the end designers who were "perplexed with here's so many options I need to qualify." These technical users became their champions within customer organizations. As Ankit explained, "Use that to matrix in rest of the organization" rather than becoming just another commodity option in a sea of vendors. B2B founders should identify the specific technical roles that experience their problem most acutely and build champion relationships there first. Leverage geopolitical timing for category creation: Conifer's success was amplified by aligning their rare earth-free value proposition with growing geopolitical concerns about supply chain dependencies. Ankit noted: "The most important thing is what is happening in the world that you can most closely associate with where you could have a differing opinion." They positioned themselves as the alternative when the market was actively seeking solutions to rare earth dependencies. B2B founders should identify macro trends that create urgency for their solution and time their messaging accordingly. Build conviction for multi-year hardware cycles: Unlike software where you can iterate quickly based on customer feedback, hardware requires longer-term conviction. Ankit shared: "In a hardware product you have to have at least a two year view because that's the true cycle of making the product, proving the product and put it into production." Their decision to stick with rare earth-free technology, even when customers suggested alternatives, proved crucial when market conditions validated their thesis. Hardware founders must develop conviction in their core technical bets and resist the temptation to pivot based on short-term customer requests. Use physical demonstrations as your primary sales tool: Conifer's marketing strategy centers on putting working products in customers' hands rather than relying on presentations. As Ankit explained: "When you give a product in people's hands and within two minutes they realize the value of it without going through a bunch of PowerPoint." Their approach involves integrating systems into customer vehicles so prospects can "touch and feel" the performance difference. B2B hardware founders should prioritize creating tangible demonstrations that let customers experience their product's value directly.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

This week on Spaghetti on the Wall, we're joined by Kyle Leavitt, CEO & Co-Founder of CustomerHub—the plug-and-play platform that helps coaches, consultants, and creators turn their expertise into scalable income. Kyle's a pioneer in the membership site space, a key player in scaling Keap/Infusionsoft from $1M to $100M ARR, and a passionate advocate for freeing entrepreneurs from the time-for-money trap.LinkedIn: https://www.linkedin.com/in/kyleleavitt1/Website: https://www.customerhub.com

Healthcare payments consume between $650 billion and $1 trillion annually in billing and insurance-related costs—an amount comparable to the entire U.S. Defense Department budget. At the heart of this staggering inefficiency lies a fundamental problem: when patients receive care, nobody actually knows in real-time whether the insurance will pay for it. Mike Desjadon, CEO of Anomaly, spent nearly two decades in healthcare payments before building a company to solve this core issue. In this episode, we explore how Anomaly is creating "payment assurance" for healthcare—bringing the same real-time payment certainty that exists everywhere else in commerce to an industry desperately in need of it. Topics Discussed: The massive scale of healthcare billing costs and why precision is impossible at this scale How the complex coding system (ICD, CPT, revenue codes) creates a "ridiculous Rubik's Cube" of payment determination Why healthcare lacks payment assurance while every other industry has real-time payment certainty The fundamental information asymmetry between providers and insurers that drives administrative waste Anomaly's approach to using AI and machine learning to predict payment outcomes early in the care process The strategic decision to focus exclusively on providers rather than serving both sides of the market   GTM Lessons For B2B Founders: Avoid "Annual Curiosity Revenue" in favor of deep customer relationships: Mike warns against chasing what he calls "ACR" - contracts driven by curiosity about new technology rather than real value. Instead of racing to accumulate surface-level customers, Anomaly focuses on 1-5 anchor customers where they forward-deploy engineers and dedicate leadership attention. As Mike explained, "I'd rather take a much smaller amount of those trusted pitches... find me 10 of the right conversations, don't find me a hundred surface level conversations." In healthcare's 14-month sales cycles, shallow relationships burn runway without building sustainable growth. Match your go-to-market strategy to industry realities, not investor expectations: Healthcare's long sales cycles and conservative nature require a fundamentally different approach than traditional SaaS growth models. Mike structured Anomaly's capital and hiring strategy around 14-month sales cycles rather than trying to compress them. "If you know that it's a 14 month sales cycle... being realistic about those timeframes and those capital structures, you just make sure your plan on burn matches your plan on strategy." This meant hiring customer success and engineering talent before traditional sales roles, aligning team composition with the actual customer adoption process. Segment ruthlessly based on transformation readiness: Not every healthcare organization is ready for transformative technology. Mike emphasizes the critical need to identify whether prospects are "looking for transformation" versus "looking to automate an isolated process." He shares that distinguishing between these segments determines the entire sales approach. Organizations seeking transformation are willing to work through implementation complexity for substantial outcomes, while those seeking automation want predictable, incremental improvements. Misreading this distinction leads to failed sales cycles and misaligned product development. Use forward-deployed engineering as a competitive advantage: Rather than traditional customer success managers, Anomaly deploys engineers directly to customers during implementation. This approach proves particularly valuable in AI/ML applications where the technology is rapidly evolving and customer needs aren't fully defined. Mike notes, "Having engineers in that has been hugely valuable for us because we're able to really quickly deliver value, very quickly deliver outsized value." This strategy enables rapid iteration, builds deeper technical trust, and often leads to expanded contracts through demonstrated capability rather than traditional sales pitches. Build category credibility through case studies, not connections: In healthcare, having impressive investors or warm introductions matters far less than demonstrating proven results with known organizations. Mike emphasizes, "What you need in healthcare is slapping six case studies down the desk... show me the six organizations that I know that you work with that are going to tell me I should work with you." This insight drives Anomaly's entire early-stage strategy—prioritizing customer success and measurable outcomes over rapid customer acquisition, building the credibility foundation needed for future sales acceleration.     //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Healthcare productivity is broken. While labor represents 60% of all healthcare spending—comparable only to the hospitality industry—the overwhelming majority of chronic disease management happens outside clinical settings with virtually no professional oversight. Phamily (Jaan Health) has raised $25 million to solve this fundamental inefficiency through their AI-enabled platform, which automates care management for patients with chronic diseases between visits. In this episode of Category Visionaries, I sat down with Nabeel Kaukab, Founder & CEO of Phamily, to explore how his company is addressing the $5 trillion healthcare industry's core productivity challenge while enabling providers to reach 100 times more patients than traditional care models allow. Topics Discussed: The parallels between early internet adoption in the 1990s and today's AI revolution Why labor costs drive 60% of healthcare spending, making productivity the only solution worth pursuing The fundamental three-party dynamic in healthcare where consumers don't pay and payers don't consume How real triage happens between patients and non-medical professionals, not in emergency rooms The transition from episodic, scheduled care to proactive, automated care management Why healthy young professionals aren't the target demographic for healthcare technology The economics of running a $15-20 million revenue doctor's office like a corner business Building sustainable growth without subsidizing customers or burning excessive capital   GTM Lessons For B2B Founders: Understand your customer's economic reality before building solutions: Nabeel emphasized that healthcare providers operate under extreme economic constraints where they "do God's work but oftentimes at their own expense." He learned that approaching doctors with patient-first messaging fails because providers are already saturated with out-of-pocket expenses for patient care. B2B founders entering regulated industries must understand that their customers' willingness to adopt new solutions depends entirely on economic viability, not just value creation. If your solution doesn't improve your customer's unit economics, you're wasting everyone's time. Don't assume sophisticated organizations have sophisticated operations: Despite generating $15-20 million in annual revenue, most doctor's offices operate like small family businesses. Nabeel discovered that these substantial healthcare practices are often run by office managers who serve as CFO/COO without business school training and may not have college degrees. B2B founders should audit the actual operational sophistication of their target customers rather than making assumptions based on organization size or industry reputation. Adjust your messaging, terminology, and sales process accordingly. Target the constraint, not the ideal customer: Jaan Health succeeded by focusing on the fundamental constraint in healthcare—the 1:2000 doctor-to-patient ratio that makes individualized attention impossible. Rather than trying to serve healthy, tech-savvy young professionals who can afford premium care, they built for the massive population of chronic disease patients who need consistent monitoring but can't access it. B2B founders should identify and design for the bottleneck in their industry rather than the most attractive or vocal customer segment. Build category understanding through problem-solving, not positioning: Nabeel admitted it took nearly a decade to clearly articulate their category as "chronic care management between visits." Rather than starting with category creation, they focused intensively on solving real workflow problems for providers and patients. Only after achieving substantial scale and proven outcomes did they invest in category messaging. B2B founders should prioritize deep problem-solving over early positioning and allow their category definition to emerge from market feedback. Raise capital for growth, not survival: Jaan Health achieved 50-100% annual growth and eight-figure ARR by raising minimal capital initially and proving unit economics before scaling. Nabeel stressed raising money "when you know you can get a return on it as opposed to raising capital because you want to stay alive." This approach enabled them to sell value rather than discounting services. B2B founders should establish sustainable unit economics and proven customer demand before raising significant growth capital.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Typedef is building an inference-first data engine designed for the new era of AI agents and machine-to-machine interactions. With $5.5 million in funding, the company is reimagining data infrastructure for a world where both humans and AI systems need seamless access to data processing capabilities. In this episode of Category Visionaries, I sat down with Kostas Pardalis, Co-Founder & CEO of Typedef, to explore how the company is addressing the fundamental shift from traditional business intelligence platforms to AI-native data infrastructure that treats inference as a first-class citizen alongside traditional compute resources. Topics Discussed: Typedef's vision for inference-first data infrastructure in the AI era The transition from human-only to machine-to-machine data interactions Why infrastructure companies take longer to reach revenue but build deeper moats The evolution from pre-AI data platforms to AI-native solutions Design partner strategies for infrastructure companies Go-to-market approaches that combine bottom-up (engineers) and top-down (decision makers) strategies Category creation challenges in rapidly evolving AI markets The importance of open source and education in developer-focused go-to-market GTM Lessons For B2B Founders: Start go-to-market activities during the design partner phase: Kostas emphasized that go-to-market isn't something you switch on after product development. "It's okay to go out there and talk about something that it's not very well defined or it might change, but actually it doesn't matter... go to market like just like everything else, it's an interactive process." B2B founders should begin building awareness, creating content, and engaging with potential customers even while their product is still evolving. Design partners must have real pain, not just time: The biggest insight about design partnerships is treating them like real customer relationships. "A design partner is still someone who has a problem that needs to be solved... no one is just donating their time out there... There still has to be value there." Don't approach design partnerships as charity work - ensure there's genuine mutual value exchange where your solution addresses real business pain. Product-market fit requires both product AND market innovation: Kostas challenged the common engineering mindset about product-market fit: "Many times, especially engineers, think that when we say product, market fit is that we have market, which is a static thing and we just need to iterate over the product until we find the right thing that matches exactly the market. No, that's not right." B2B founders must innovate on both the product and go-to-market sides simultaneously, including defining their target vertical and building appropriate sales motions. Infrastructure sales require dual-persona strategies: When selling to developers and technical infrastructure, you need both bottom-up and top-down approaches. "Even if you go to the manager and they love what you are saying, you still have to convince the engineers to use this thing... And they have a lot of leverage and vice versa." The bottom-up motion involves open source adoption and education, while the top-down involves traditional outbound sales to decision makers. Category creation doesn't guarantee category dominance: Having witnessed category creation firsthand, Kostas shared that defining a category doesn't ensure winning it. "It doesn't necessarily mean that because you define the categories that you are going to win at the end... Vercel was not actually the company that invented the category there." Focus on solving real problems and building sustainable competitive advantages rather than just being first to market with category messaging.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Personal AI is pioneering the next generation of artificial intelligence with their memory-first platform that creates personalized AI models for individuals and organizations. Having raised over $16 million, the company has evolved from targeting consumers to focusing on enterprise customers who need highly private, precise, and personalized AI solutions. In this episode of Category Visionaries, we sat down with Suman Kanuganti, CEO and Co-Founder of Personal AI, to explore the company's journey from early AI experimentation in 2015 to building what he envisions as the future AI workforce for enterprise organizations. Topics Discussed: Personal AI's evolution from consumer-focused to enterprise B2B platform The technical architecture behind personal language models vs. large language models Privacy-first approach and competitive advantages in regulated industries Go-to-market pivot and scaling from small law firms to enterprise contracts Unit economics advantages and 10x cost reduction compared to traditional LLMs Vision for AI workforce integration in public companies within 3-5 years GTM Lessons For B2B Founders: Recognize when market timing doesn't align with your vision: Suman's team was building AI solutions as early as 2015, nearly a decade before the ChatGPT moment. When ChatGPT launched in November 2022, Personal AI faced confusion from investors and customers about their differentiation. Rather than forcing their sophisticated personal AI models on consumers who wanted simpler solutions, they recognized the market mismatch and pivoted. B2B founders should be prepared to adjust their go-to-market approach when market readiness doesn't match their technical capabilities, even if their technology is superior. Find your wedge in enterprise through specific pain points: Personal AI discovered their enterprise entry point by targeting "highly sensitive use cases that LLMs are not good for" where companies would be "shit scared to put any data in the LLM." They focused on precision and privacy pain points that large language models couldn't address. B2B founders should identify specific enterprise pain points where their solution provides clear advantages over existing alternatives, rather than trying to be everything to everyone. Let customer expansion drive revenue growth: Personal AI's enterprise strategy evolved organically as existing contracts "started growing like wildfire as more people had a creative mindset to solve the problem with the platform." They discovered that their Persona concept allowed enterprises to consolidate multiple AI use cases into one platform. B2B founders should design their platforms to naturally expand within organizations and reduce vendor fragmentation, creating stickiness and increasing average contract values. Leverage architectural advantages for unit economics: By positioning their personal language models between customer use cases and large language models, Personal AI achieved "10x lower cost" per token. This architectural decision created both privacy benefits and economic advantages. B2B founders should consider how their technical architecture can create sustainable competitive advantages in both functionality and economics, not just features. Geography matters more than you think for fundraising: Suman identified his biggest fundraising mistake as not moving to San Francisco earlier, stating "back in 2022 or 2023 is when I should have moved to San Francisco, period." He learned that being part of the Silicon Valley ecosystem and conversation is critical for fundraising success. B2B founders should consider the strategic importance of physical presence in key markets, especially when raising capital, and not underestimate the value of in-person relationship building.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

Agenda: 00:00 – Did Jason Just Kill Replit?  03:45 – Why Claude Lies To You and Cannot Be Trusted 06:50 – You Cannot Trust Agents. Period. 10:20 – Why Windsurf Was Dead Without Claude 12:30 – Cursor vs. Lovable: What's the Better Bet? 14:40 – Should You Still Invest in Cursor at $28B? 18:05 – Would You Bet on Anthropic at $100B or OpenAI at $300B? 24:15 – Inside OpenAI's Secret Weapon: The Calvin French-Owen Memo 27:50 – Perplexity Just Crushed ChatGPT and Claude 32:15 – Will Cursor Build Their Own Models Before Anthropic Cuts Them Off? 33:20 – Figma's IPO at $16B: Outrageous or Fair Game? 41:55 – 90% of Seed Funds Are Cooked—Is Rob Go Right? 52:15 – How Often Do You Meet a Founder Who Can Return the Fund? 1:08:00 – Which Seed Fund Would You Back Today?