Podcasts about 100m arr

Zuben turned his personal experience with crippling overdraft fees into Brigit, a fintech he sold for $460 million after hitting $100M ARR. This episode gives early-stage founders the unfiltered truth: how Zuben discovered massive market pain hidden in plain sight, validated the idea with real customers, built bulletproof unit economics early, and navigated brutal early-stage fundraising. It's a real story about solving problems banks deliberately ignore—and getting rewarded big time. You don't want to miss this.Why You Should ListenHow Zuben turned a personal $1000 overdraft nightmare into a $460M exit.Why solving your customer's deepest pain point is the only way to unlock real growth.How to validate product-market fit fast (and what most founders miss).The surprising reason Zuben says unit economics matter way earlier than you think.Keywordsfintech, overdraft fees, product market fit, earned wage access, early stage startups, customer validation, fundraising, founder stories, lending, unit economics00:00:00 Intro00:08:47 Inside the Hidden Overdraft Market00:16:34 Validating Your Idea the Right Way00:27:37 How Brigit Cracked Customer Acquisition00:33:38 Why Unit Economics Saved Us00:37:08 Navigating a Crisis and Coming Out Stronger00:45:14 Behind the Scenes of a $460 Million Acquisition00:48:57 The Moment of True Product Market Fit00:50:22 Advice Every Early-Stage Founder NeedsSend me a message to let me know what you think!

AgriDigital is transforming the agricultural supply chain through its connected grain management platform that digitizes the traditionally manual, paper-driven grains industry. With $20 million in funding, the company has built a single source of truth platform where buyers and sellers collaborate on contracts and transactions rather than maintaining separate versions. In this episode of Category Visionaries, Emma Weston, CEO and Co-Founder of AgriDigital, shares insights from her eight-year journey building category-defining technology in one of the world's least digitized industries. Topics Discussed: The challenge of building in agriculture, the world's least digitized industry AgriDigital's evolution from paper replacement to connected platform architecture The strategic decision to focus on hub customers who connect to hundreds of supply chain participants Navigating the shift from growth-at-all-costs to profitability during market changes Why traditional marketing doesn't work in agtech and alternative approaches that do The importance of founder community and authentic customer understanding in agtech   GTM Lessons For B2B Founders: Target hub customers for network effects: Emma's team identified customers who were connected to 200-500 other participants in the supply chain, creating a hub-and-spoke model. Rather than trying to acquire customers one by one, they focused on central aggregators who naturally brought their network onto the platform. B2B founders in networked industries should map their ecosystem to identify these high-leverage customers who can drive adoption across their entire network. Resist the temptation to rebrand for funding cycles: AgriDigital deliberately chose not to reposition itself as an AI company, fintech, or climate tech despite having elements of each. Emma explained, "I don't feel any need to try and position us and rebrand us as a climate tech company." This focus allowed them to solve actual customer problems rather than funding problems. B2B founders should resist the urge to chase trending categories and instead build deep expertise in their chosen domain. Price increases require customer education, not apology: When AgriDigital needed to become profitable, they had direct conversations with customers about sustainability, explaining that there's "only so much that we can expect investors and others to cross subsidize in the development of this technology." Almost all customers understood and accepted necessary price increases. B2B founders should frame pricing conversations around mutual sustainability rather than apologizing for necessary business decisions. Don't apply other companies' playbooks to unique problems: Emma emphasized that trying to apply lessons from successful companies like Canva was counterproductive: "The only thing we have in common is that they're Australian born as well." Instead, they focused on internal data, hypothesis testing, and small experiments. B2B founders should resist the urge to copy other companies' strategies and instead develop approaches specific to their market and customer base. Build senior teams for complex problems: During COVID, AgriDigital chose to hire "a smaller, more senior team rather than numerous employees that are more junior." This decision reflected their realization that complex, first-of-their-kind problems require experienced judgment rather than junior execution. B2B founders tackling novel problems should prioritize experience over headcount, especially when building in uncharted territory.   //   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       

Revelo has emerged as a critical player in the intersection of talent acquisition and AI development, transforming from a Latin American job board to a comprehensive tech talent platform serving both traditional staffing needs and the booming human data market for LLM training. With $48.7 million raised and a network of 400,000 pre-vetted engineers, Revelo has positioned itself at the forefront of two massive trends: remote work acceleration and the AI revolution. In this episode, Lucas Mendes, Co-founder and CEO of Revelo, shares the company's evolution from a simple recruiting platform to becoming the backbone of tech talent for the age of AI, including their pivot during COVID that led to 6x growth in three years and their recent expansion into human data services for hyperscalers training large language models. Topics Discussed: Revelo's origin story and pivot from a Brazilian job board to a nearshoring platform during COVID The dramatic revenue swings during the pandemic - from 80% revenue drop to overwhelming demand The emergence of human data for LLM training as a new business line, growing from 0% to 25% of revenue in 18 months Building specialized platforms for code annotation and LLM training that differ from general-purpose data labeling tools The consulting layer required to serve hyperscalers and why workforce suppliers alone can't compete Revelo's M&A strategy with five acquisitions completed and plans for more transformational deals The long-term vision of becoming the go-to destination for AI implementation talent across all engagement models   GTM Lessons For B2B Founders: Respond to market signals rather than forcing your vision: Lucas admits that both major pivots - the COVID nearshoring boom and the LLM training opportunity - came from inbound customer demand rather than proactive strategic decisions. He emphasizes being responsive to market signals: "I wish I could claim credit for that, but it was again, us responding to inbound interest from clients." B2B founders should remain agile and let customer demand guide major strategic decisions rather than forcing predetermined visions onto the market. Build deep expertise to differentiate from commodity suppliers: When serving hyperscalers, Revelo learned that being just a "workforce supplier" wasn't enough. Lucas explains: "There's too many of these companies out there for there to be any meaningful demand for somebody who's just a workforce supplier. You need to have done this before." The company invested heavily in developing consulting capabilities and domain expertise. B2B founders entering competitive markets should identify what specialized knowledge or capabilities will differentiate them from commodity providers. Leverage your founding team for new market exploration: When building the LLM training business, Lucas deployed his senior leadership team rather than hiring external executives. He explains: "You need to have a founding team for that phase... it's exhausting, it's excruciating, it's stressful, but it is very much an early stage startup." B2B founders should use their core team's entrepreneurial skills when exploring new markets, even if it means senior executives taking on hands-on roles outside their typical functions. Treat enterprise sales as a repeatable process across teams: Lucas discovered that selling to different teams within the same hyperscaler required starting from scratch each time. His solution: "Build a core corpus of sales collateral, like case studies and materials that they can socialize internally." B2B founders selling to large enterprises should systematize their sales process and create reusable materials that can be adapted for different internal stakeholders, treating each team as a separate sales opportunity. Use transparency to build trust with sophisticated buyers: When dealing with hyperscalers, Lucas found that honesty about capabilities was crucial: "You have to be really clear about what you can do and what you cannot... Some of these companies are saying, hey, we want to do projects where you'll do human data for code, but also some human data for video. We have to say no to that." B2B founders serving sophisticated enterprise clients should be transparent about their limitations, as attempting to oversell capabilities will ultimately damage relationships with buyers who can easily detect gaps in expertise.   //   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       

Matt “Kix” Kixmoeller, Chief Marketing Officer of Glean, shares how Glean partners with AWS to deploy secure, scalable AI solutions that help companies move from basic productivity tools to transformative business intelligence.Topics Include:Introduction to GleanGlean targets Global 2000 companies for AI transformationEnterprise AI needs company context: data, people, processesBottom-up approach: deploy to all employees firstFocus on business results, not just productivity gainsGlean Assistant provides daily AI tool for employeesGlean Agents platform enables natural language agent buildingOpen APIs export context to enterprise systemsStarted as enterprise search, evolved to knowledge graphsKnowledge graphs map content, people, projects, and processesIndividual knowledge graphs created for each personGlean WorkAI platform includes search, protect, agentsGlean Protect ensures data security and AI governancePlatform integrates with existing enterprise tools nativelyMCP enables connection to various AI systemsStrong growth: $100M ARR, $700M+ funding raisedAWS partnership provides models, security, and deploymentParticipants:Matt “Kix” Kixmoeller – Chief Marketing Officer, GleanFurther Links:Website: https://www.glean.com/Glean on AWS MarketplaceSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

MacroCycle is pioneering a revolutionary approach to plastic and textile waste, transforming how companies address sustainability challenges while maintaining cost parity with traditional materials. With $7.6 million in funding raised, this upcycling platform has developed breakthrough technology that can process contaminated and colored waste materials that traditional recycling methods cannot handle. In this episode of Category Visionaries, we sat down with Stwart Peña Feliz, Co-founder and CEO of MacroCycle, to explore how his team is creating high-quality recycled materials through an energy-efficient process that could reshape the entire recycling industry. Topics Discussed: MacroCycle's proprietary upcycling technology that combines damaged materials into high-quality products The shift from licensing technology to manufacturing products due to market demands for proven scale Strategic partnerships with food & beverage and fashion brands seeking recycled content The regulatory landscape driving mandatory recycled content requirements across Europe and US states Brand positioning challenges in sustainability versus profitability conversations The looming supply shortage: why there won't be enough recycled materials for the next decade Building founder brand recognition through distinctive visual identity and conference presence GTM Lessons For B2B Founders: Pivot your business model based on customer feedback: Stwart initially planned to license MacroCycle's technology but discovered customers wouldn't adopt unproven technology at scale. Rather than forcing the original model, they shifted to manufacturing products directly, using a capital-light approach by renting existing petrochemical facilities. This pivot allowed them to prove their technology while generating revenue. B2B founders should remain flexible about their go-to-market approach and let customer readiness dictate strategy rather than forcing an idealized model. Position around regulatory compliance, not just benefits: While sustainability messaging resonates, Stwart found that regulatory pressure creates the strongest buying motivation. Upcoming EU and US state regulations will mandate minimum recycled content, creating penalties for non-compliance. Companies partnering early with MacroCycle gain supply chain advantages in a market facing a projected decade-long shortage of recycled materials. B2B founders should identify regulatory tailwinds in their industry and position their solution as compliance infrastructure rather than nice-to-have benefits. Achieve cost parity to eliminate buyer friction: Stwart learned that even environmentally conscious brands won't pay premium prices for sustainable solutions unless legally required. This insight drove MacroCycle's focus on reaching cost parity with traditional materials through their more efficient upcycling process. In commodity markets especially, B2B founders must match incumbent pricing to achieve adoption, using operational advantages rather than premium positioning to win market share. Underprice to accelerate fundraising momentum: Stwart used a counterintuitive fundraising strategy, deliberately undervaluing MacroCycle to generate multiple competing term sheets. Like pricing a $500K house at $400K to create bidding wars, this approach accelerated their fundraising timeline and ultimately achieved higher valuations through competition. B2B founders confident in their traction should consider strategic underpricing to create investor FOMO and compress fundraising cycles. Build distinctive founder brand in commodity spaces: Operating in recycling - a crowded commodity market - Stwart recognized the need for radical differentiation. He adopted a signature bright blue jacket for all conferences and presentations, creating instant recognition across continents. This visual branding became so effective that their lawyers suggested trademarking the color for recycling applications. B2B founders in commodity industries should invest heavily in memorable branding to stand out from undifferentiated competitors.   //   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       

Revv is transforming one of America's most traditional industries with AI-powered technology that helps auto repair shops navigate the complexity of modern vehicles. With over $33 million in funding and explosive growth from 2 to 75+ employees in just 24 months, Revv has found product-market fit in a massive, underserved market. In this episode of Category Visionaries, we sat down with Adi Bathla, CEO and Co-Founder of Revv, to explore how he built an AI platform that's revolutionizing auto repair workflows and compressing sales cycles from 21 days to just 3 days. Topics Discussed: Revv's origin story and Adi's path from NASA award winner to auto industry entrepreneur The regulatory catalyst driving massive industry transformation (government-mandated automatic emergency braking by 2029) How modern cars evolved from mechanical devices to "computers on wheels" requiring specialized repair knowledge The challenge of acquiring first customers in a traditionally offline, relationship-driven industry Revv's approach to integrating with existing shop workflows rather than forcing adoption of new platforms The intense transition from founder-led sales to scalable go-to-market systems Building a mathematical rebuild of their sales process that compressed cycles from 21 days to 3 days Scaling from onboarding 20 shops per month to over 100 shops per month in just 12 months GTM Lessons For B2B Founders: Meet customers where they are, not where you want them to be: Adi learned early that success in offline industries requires deep integration with existing workflows rather than forcing behavioral change. "Meeting an offline industry user where they are in their workflow rather than asking them to move towards your way of doing things" became a core thesis. Revv integrates with shops' existing scanning tools and estimatics software, running in the background to provide insights without disrupting established processes. B2B founders entering traditional industries should prioritize workflow integration over user interface innovation. Leverage regulatory triggers as market catalysts: Revv's timing was driven by government regulation mandating automatic emergency braking in all vehicles by 2029, which accelerated the adoption of advanced driver assistance systems across the vehicle fleet. This created an acute pain point as repair shops struggled to service increasingly complex technology. Adi explained, "The best birthplace of startups is when there is a government regulation or a functional change or net new technology that didn't exist before." B2B founders should identify regulatory shifts in their target markets and align their product development with compliance deadlines. Embrace the pain of rebuilding your go-to-market repeatedly: As Revv scaled, Adi made the difficult decision to completely rebuild their sales process multiple times. "There's no shame in admitting that what worked from the 0 to 5 journey is going to not work for the 5 to 25," he explained. The company rebuilt their entire sales motion to compress cycles from 21 days to under 3 days by redefining customer personas, creating targeted talk tracks, and engineering demos that immediately showcase ROI. B2B founders must be willing to tear down and rebuild successful systems as they scale. Focus on value propositions that drive immediate business impact: Revv succeeds because it promises both revenue generation and liability protection - compelling value propositions for shop owners. Their demos pull actual repair data from prospects' systems and show concrete ROI numbers, leading to a 60%+ demo-to-close rate. Rather than selling on features or efficiency gains, they demonstrate how their platform directly impacts the bottom line and reduces legal risk. B2B founders should anchor their value propositions on measurable business outcomes rather than product capabilities. Double down on unsexy, fragmented markets: The auto repair industry represents 400,000 businesses in the US alone, with 80% still operating as independent shops. While consolidation exists, the fragmented nature creates massive opportunity for horizontal solutions. Adi noted, "The more unsexy the industry, the more rich I think they are." These markets often lack sophisticated software solutions and have customers starved for technology that genuinely solves their problems. B2B founders should consider overlooked industries where technology adoption has lagged behind actual business 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       

Rob Woollen, founder of Sigma Computing, shares the unfiltered reality of going from 0 to $100M ARR. After spending seven years grinding without product-market fit, Sigma finally hit an inflection point—tripling revenue year over year. Rob dives deep into the pivots, setbacks, and critical decisions that turned early failure into a massive success. If you're an early-stage founder feeling stuck, this episode will show you how patience, resilience, and radical product decisions can transform your startup.Why You Should ListenHow Sigma went from $0 to $100M ARR—but spent 7 years figuring it out.The pivot that turned years of failure into explosive growth.Why obsessing over speed to product-market fit is the wrong game.How to handle the psychological toll of startup uncertainty.The hidden power of building features your customers never ask for.Keywordsproduct-market fit, Sigma Computing, pivot, startup growth, business intelligence, Snowflake, early-stage startup, SaaS growth, cloud analytics, founder stories00:00:00 Intro00:02:49 Debating speed to product–market fit00:10:14 Quitting Salesforce and the EIR leap00:23:12 Two years of prototypes that went nowhere00:36:53 The Snowflake meeting and spreadsheet pivot00:45:41 Dealing with Investors00:52:30 Tripling three years straight to $100M ARR00:54:46 Why most people shouldn't start a companySend me a message to let me know what you think!

Greenly is transforming how businesses approach carbon management, evolving from a consumer app to a comprehensive B2B platform that serves over 3,000 corporate customers. With $78 million in funding, the company has positioned itself at the forefront of the carbon accounting market by making sustainability tracking accessible and automated for mid-market companies. In this episode of Category Visionaries, we sat down with Alexis Normand, CEO and Co-Founder of Greenly, to explore the company's remarkable journey from multiple pivots to becoming a leader in carbon management software. Topics Discussed: Greenly's evolution from a consumer carbon tracking app to B2B carbon management platform The strategic pivots that led to finding product-market fit in corporate carbon accounting How regulatory pressure and supply chain demands are driving market adoption The company's approach to building a beautiful, educational brand in a complex technical space Scaling from zero to 3,000 customers through direct acquisition and growth tactics The differences between European and US markets for sustainability software Moving upmarket from SMB to mid-market to improve retention metrics GTM Lessons For B2B Founders: Embrace rapid experimentation without killing past initiatives: Alexis didn't immediately abandon previous products when exploring new directions. Instead of completely shutting down the consumer app and banking API, Greenly ran multiple experiments simultaneously. This approach allowed them to maintain revenue streams while testing new markets. The key insight is that early-stage founders should add new experiments rather than kill existing ones, only sunsetting products once new initiatives prove more viable. Leverage market timing and external pressure: Greenly's success wasn't just about building great software—it was about timing their entry when external forces were creating demand. The trickle-down effect of large enterprises requiring carbon data from suppliers created natural buying pressure. As Alexis explained, "When companies start to pledge a real decarbonization pathway, they're asking their suppliers to track their footprint too." B2B founders should identify similar cascading market dynamics where regulatory or business pressures create natural demand for their solutions. Start with underserved segments to build product depth: Rather than targeting large enterprises with existing solutions, Greenly focused on SMBs and mid-market companies who couldn't afford expensive consultants. This strategy allowed them to serve 3,000 customers and encounter "all the corner cases," building a more robust product. While VCs initially questioned the SMB approach, this volume taught them which customers had staying power versus those who only needed periodic compliance help. Make complex topics accessible through brand and education: Greenly's consumer heritage influenced their B2B approach, focusing on education and simplification rather than assuming buyer expertise. Their core value of "making people smarter about climate" translated into clear explanations of concepts like Scope 1, 2, and 3 emissions. As Alexis noted, "Explaining rather complex things simply is actually harder than you think." B2B founders in technical categories should prioritize education and clarity over industry jargon. Follow the economics to find your true market: Greenly's multiple pivots weren't random—they followed customer willingness to pay and market size potential. When the consumer app reached 40,000 users, they calculated the banking API market at $50-100 million total addressable market. Corporate carbon accounting offered significantly larger opportunity. B2B founders should consistently evaluate whether their current path leads to venture-scale outcomes and pivot based on economic realities, not just product traction.   //   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     

Lumber is revolutionizing how construction companies manage their workforce through a comprehensive back-office automation platform. With over $21 million in funding, the company is addressing critical challenges in an industry where 41% of the workforce will retire by 2031, leaving a massive knowledge and labor gap. In this episode of Category Visionaries, we spoke with Shreesha Ramdas, CEO and Co-Founder of Lumber, about his journey from serving the tech industry to tackling one of the most transformation-resistant sectors in the economy. Topics Discussed: Lumber's origin from 200+ customer discovery interviews with construction firms The company's focus on back-office automation versus field management Lumber's multi-channel marketing strategy emphasizing events and content The challenge of change management in construction technology adoption How AI is creating new opportunities to modernize legacy workflows The company's vision of building a knowledge graph for construction workers GTM Lessons For B2B Founders: Lead with value in customer discovery, not just research requests: Shreesha hired an SDR to set up 200 meetings with construction firms, but didn't just ask for their time. Instead, he offered concrete value - either an industry best practices guide or one year of free service if they helped shape the product. This approach appealed to early innovators who wanted to be part of industry transformation. B2B founders should always answer "what's in it for them" before asking prospects to invest their time in discovery conversations. Events require 60-day pre-and-post commitment for success: Lumber generates 30% of its leads from industry events, but Shreesha emphasizes that showing up isn't enough. They start outreach two months before events, targeting previous attendees with promotional activities like free tickets or after-party invitations. During events, they focus on booking demos on-site rather than leaving follow-ups to chance. Post-event, they dedicate 60 days to aggressive follow-up because "those leads age faster than anything else." B2B founders should treat events as 4-month campaigns, not 2-day activities. Use AI to solve change management challenges, not just productivity: Rather than forcing manual timesheet users to adopt mobile apps, Lumber uses AI to digitize handwritten timesheets with 94% accuracy. This eliminates the change management barrier while gradually transitioning users to digital workflows. Shreesha noted that change management is "the toughest thing about construction industry" because workers are focused on building, not adopting new tools. B2B founders in traditional industries should use AI as a bridge between old and new workflows rather than demanding immediate behavioral change. Position against established category leaders, not alongside them: Lumber deliberately positions itself as the "back office" solution while Procore owns the "field management" category. Shreesha explained that back offices are "always thinly staffed" but "always overwhelmed" with regulatory compliance, payroll complexity, and worker management. Rather than competing directly with Procore's field focus, they created their own category serving CFOs, controllers, and payroll admins. B2B founders should identify underserved buyer personas adjacent to established categories rather than trying to displace category leaders directly. Leverage vertical AI opportunities to rewrite industry rules: Shreesha sees AI as the reason construction tech is finally attracting significant investment. The key is using AI to "rewrite the existing rules" rather than just digitizing current processes. For construction, this means taking workflows that have been manual for decades and reimagining them entirely. B2B founders should look for AI applications that fundamentally change how work gets done in their vertical, not just make existing work more efficient.   //   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   

BackOps AI is transforming supply chain operations by automating the human-intensive processes that plague logistics companies daily. With $8 million in funding, the company has developed AI-powered solutions that autonomously resolve supply chain issues like damaged shipments, delivery problems, and vendor inquiries. In this episode of Category Visionaries, we sat down with Sean McCarthy, Co-Founder and CEO of BackOps AI, to explore how his experience at Amazon led to building an AI platform that handles 80% of supply chain problems without human intervention. Topics Discussed: BackOps AI's mission to remove human capital from supply chain issue resolution The evolution from Amazon shipping experience to founding an AI automation company Building and launching the Relay product for autonomous problem resolution Targeting 3PLs and industrial companies with high-volume, repetitive supply chain issues The changing sentiment around AI adoption in supply chain operations Strategic vision to become the central system of record for supply chain operations GTM Lessons For B2B Founders: Target problems that scale with volume: Sean discovered that whether customers were nine-figure Amazon sellers or shipping 50 packages daily, they all faced identical supply chain problems. This universality across different company sizes and tech stacks validated the market opportunity. B2B founders should look for problems that persist regardless of customer sophistication or existing technology investments, as these represent fundamental market gaps rather than feature requests. Build prototypes that fail 50% of the time and still get customers: BackOps secured their first paying customer within 30-45 days despite having prototypes that "50% of the time just didn't work." Sean credits this to showing tangible ROI potential even with imperfect technology. B2B founders should focus on demonstrating clear value proposition over perfect execution in early stages - prospects can envision the full potential if the core value is evident. Position against human labor, not just competitors: BackOps rarely competes against other software solutions. Instead, they compete against hiring additional warehouse staff or outsourced development agencies. Sean explains customers evaluate them against "maybe they were planning on opening a new warehouse and adding two or three headcount." B2B founders should identify whether their primary competition is human labor or alternative solutions, as this fundamentally changes positioning and pricing strategies. Leverage domain expertise for customer development: Sean's Amazon background provided immediate credibility and a network of potential customers in 3PLs and fulfillment. His firsthand warehouse experience allowed him to articulate problems with authority. B2B founders should systematically leverage their professional background not just for product insights, but as a channel for early customer development and validation. Avoid generic AI positioning in favor of specific use cases: Sean emphasizes the challenge of selling AI products that "can kind of do anything" versus traditional software with clear functions. BackOps focuses on showcasing specific problems they've solved for similar businesses rather than generic "agentic workflow" messaging. B2B founders in AI should lead with concrete use cases and customer outcomes rather than technical capabilities or broad AI potential. Plan the system of record roadmap from day one: While BackOps launched with Relay, Sean has a clear vision to become the central nervous system that eliminates the need for "18 different systems." He positions this as their path to avoid commoditization and create defensible value. B2B founders should design their initial product as the foundation for a broader platform that consolidates multiple point solutions in their target market.   //   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   

  AidKit is revolutionizing how emergency aid and government benefits reach people in need. Having distributed over $350 million to more than 500,000 individuals and small businesses, the company is addressing critical inefficiencies in government aid systems during a time of unprecedented policy upheaval. In this episode of Category Visionaries, CEO Brittany Christenson shares how AidKit is building technology that delivers aid with dignity while navigating a rapidly changing political landscape that includes the dismantling of USAID, proposed cuts to SNAP and Medicaid, and plans to shift disaster relief responsibilities from FEMA to state and local governments. Topics Discussed: AidKit's origin story as founders built the platform to solve their own emergency aid distribution challenges during the pandemic The current political climate's impact on government aid programs and how it's creating both challenges and opportunities How outdated procurement processes and billable-hour consulting models create systemic inefficiencies in government aid systems The false trade-off between fraud prevention and accessibility in aid distribution Using AI and big data to simultaneously improve fraud detection while making aid more accessible Building technology that reduces administrative burden for both caseworkers and aid recipients AidKit's partner-first approach to business development and customer relationships The company's unique alignment between revenue objectives and social impact metrics GTM Lessons For B2B Founders: Build from your own pain point and expand organically: AidKit's founders created the platform to solve their own emergency aid distribution challenges during the pandemic. When neighboring states asked to use their system, they recognized the broader market opportunity. B2B founders should pay attention when their internal solutions generate external interest—this organic demand often signals strong product-market fit and can provide a natural path to scale. Challenge industry pricing models that misalign incentives: Brittany identified that the prevalent billable-hours consulting model in government aid creates perverse incentives that discourage efficiency and innovation. AidKit deliberately structured their pricing to reward successful outcomes rather than time spent. B2B founders should examine whether traditional industry pricing models align with customer success and consider alternative structures that better incentivize the outcomes customers actually want. Leverage disruption as a growth catalyst: Despite the challenges posed by massive government aid cuts and policy changes, Brittany views the disruption as creating opportunities to build better infrastructure. She notes that "there is never massive disruption without opportunity." B2B founders should develop frameworks for identifying and capitalizing on market disruptions rather than just defending against them. Use technology to eliminate false trade-offs: AidKit demonstrates how AI and modern data sources can simultaneously improve fraud prevention while making aid more accessible—previously seen as competing priorities. Brittany explains that "in 2025 with AI, those trade-offs don't exist." B2B founders should look for areas where technology can resolve longstanding industry tensions and create solutions that deliver multiple benefits previously thought to be mutually exclusive. Align business metrics with customer success: AidKit's revenue model directly correlates with the amount of aid distributed and number of people served. This creates perfect alignment between business growth and social impact. B2B founders should structure their business models so that their success metrics directly align with customer success metrics, creating sustainable growth that benefits all stakeholders. Focus on procurement reform for government sales: Brittany emphasizes that procurement reform is essential for getting better technology into government systems. She notes the need to make procurement "more navigable for better tech solutions" instead of relying on "custom built monolithic systems that are incredibly expensive to maintain." B2B founders selling to government should engage with procurement reform conversations and position their solutions as alternatives to traditional, expensive custom builds.   //   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   

Este podcast es posible gracias a Santander:https://online.bancosantander.es/landings/cuentas/cuenta-autonomos/En este episodio entrevistamos a Carles Reina uno de los primeros inversores y actual ejecutivo de ElevenLabs, la startup de inteligencia artificial que está revolucionando el mundo del audio.Con apenas dos años de vida, ElevenLabs ya ha alcanzado los 100 millones de dólares de ARR y está transformando industrias enteras como el doblaje, los audiolibros, el e-learning y los call centers.Durante esta conversación exploramos el origen del proyecto, cómo empezaron con solo 20.000 dólares, cómo llegaron a captar el interés de fondos como Andreessen Horowitz, y por qué decidieron mantener una estructura de cap table limpia y conservadora.También hablamos de los desafíos éticos y regulatorios que enfrenta una empresa que puede clonar voces humanas en segundos, y cómo gestionan estos riesgos para evitar fraudes, deepfakes y usos indebidos. Desde bloquear voces de famosos por defecto hasta generar “fingerprints” de audio para detectar plagios, ElevenLabs ha desarrollado un modelo de IA responsable centrado en el creador.Además, analizamos su modelo de negocio, su visión de convertirse en una plataforma de voz para todo, sus aplicaciones en Hollywood, educación y videojuegos, y su apuesta por una IA emocional que suene tan humana que te haga olvidar que estás hablando con una máquina.

  Rhumbix is pioneering the field workforce management category in construction, transforming how contractors capture real-time data from job sites. With $46 million in funding raised, the company has evolved from a wearables IoT startup to becoming a leading mobile-first SaaS platform serving mid-market and enterprise construction companies. In this episode of Category Visionaries, we sat down with Zach Scheel, CEO and Co-Founder of Rhumbix, to explore the company's journey from Stanford dorms to creating an entirely new software category for the construction industry's underserved field workforce. Topics Discussed: Rhumbix's pivot from wearables IoT technology to mobile workforce management software The challenge of digitizing paper-based processes in a traditionally analog industry Building founder-market fit in construction tech through authentic industry experience Navigating the 2022 funding freeze and achieving profitability through strategic cost-cutting Creating the "field workforce management" category and educating the market The evolution from founder-led sales to scalable go-to-market operations Strategic decision to move upmarket for higher ASP and better unit economics GTM Lessons For B2B Founders: Let the market dictate product-market fit, not your vision: Zach emphasized that "the founder doesn't get to dictate product market fit. The market dictates product market fit." After conducting 100+ customer discovery calls, Rhumbix pivoted from their original wearables IoT concept when customers consistently said they'd pay immediately for digital time cards instead. B2B founders must listen to market signals over their initial product vision and be willing to pivot when customers clearly articulate a different, more urgent need. Find intrinsic motivations in early customers: Rhumbix secured their first customers by identifying intrinsic motivations beyond the product itself. One customer was a tech-savvy IT director excited about digitizing workflows, while another was a fellow veteran who wanted to support Zach's veteran-founded company. B2B founders should look beyond product fit and identify personal or professional motivations that drive early adopters to take risks on unproven solutions. Be intentional about market segment alignment: Zach's most important go-to-market decision was pivoting upmarket to focus on customers willing to spend $5K-$10K rather than trying to serve everyone. Small customers were "a drag on professional services and customer success" compared to larger ones. This strategic focus led to higher NPS scores, more evangelistic customers, and increased referrals. B2B founders must align their product development, pricing, and go-to-market strategy around a specific market segment rather than pursuing a "sell to anyone" approach. Leverage founder-market fit for category creation: In construction, an industry skeptical of technology vendors without domain expertise, Zach's authentic background as a Navy veteran who managed construction projects was crucial for credibility. His "workers first" positioning wasn't just marketing—it influenced product decisions and resonated with industry buyers who could spot inauthentic positioning immediately. B2B founders entering traditional industries should leverage authentic domain expertise as a competitive advantage in both sales and product development. Embrace pivots as smart business strategy, not failure: Initially viewing pivots negatively, Zach learned that "almost all successful companies have pivoted" and that experienced entrepreneurs use pivots strategically to find product-market fit. When they updated investors about moving away from hardware to pure SaaS, the response was overwhelmingly positive due to better unit economics and reduced complexity. B2B founders should reframe pivots as intelligent responses to market feedback rather than admissions of failure.   //   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   

Cloudastructure has raised over $57 million to transform video surveillance from a passive recording tool into an active crime prevention platform. What started as a solution born from a laptop theft in a South of Market office has evolved into an AI-powered service that protects multifamily properties across the country. In this episode of Category Visionaries, we spoke with Rick Bentley, founder of Cloudastructure, about his unconventional path to building a category-defining company—from working at the legendary General Magic to self-funding his startup by working as a contractor in Baghdad. Topics Discussed: How a laptop theft incident revealed the fundamental flaws in traditional video surveillance systems The breakthrough moment when Google open-sourced TensorFlow in 2015 and its impact on computer vision Cloudastructure's pivot from broad security applications to finding product-market fit in multifamily properties The company's unique crowdfunding success, raising $35 million from 13,000 individual investors Building a hybrid AI-human monitoring system with guards operating from India The technical evolution from basic object detection to holistic, cross-camera intelligence using LLM-like systems GTM Lessons For B2B Founders: Timing technology waves requires patience and resourcefulness: Rick spent over a decade keeping his cloud video vision alive before the infrastructure caught up. He recognized that Moore's Law would eventually make broadband faster than video files would grow larger, solving the technical constraints. He funded the company through consulting work, including a dangerous stint in Baghdad, demonstrating that sometimes founders need to get creative about survival during technology transition periods. B2B founders should identify self-resolving technical limitations and prepare to bridge the gap through alternative revenue streams. Vertical expertise beats broad horizontal approaches: Cloudastructure's breakthrough came when they hired Whitney, a VP of sales with deep multifamily industry relationships. She brought not just contacts but intimate knowledge of purchasing processes, budgets, and pain points specific to property management companies. Rick noted, "She knew what their budgets were, what their approval processes were, what their pain points were." B2B founders should prioritize hiring salespeople with vertical domain expertise over generalist sales talent when targeting specific industries. Product-market fit emerges from pain intensity, not market size: The multifamily space proved ideal not because of its size, but because of the acute pain property managers experience. Rick explained the stark difference: "The next morning you could have a dozen people in your leasing office because their cars got broken into last night" versus "an email that says these guys showed up, we did a talk down, they ran away." B2B founders should prioritize markets where their solution prevents catastrophic scenarios over those with mild inconveniences, even if the latter appears larger. Crowdfunding can validate B2B concepts when VCs miss the opportunity: After traditional VCs dismissed Cloudastructure as too late to market, Rick raised $35 million through crowdfunding with 13,000 individual investors. This approach not only provided capital but validated market demand from a broader audience. The success came from clearly articulating the value proposition to non-technical investors who could understand the basic premise of preventing crime versus just recording it. B2B founders facing VC skepticism should consider alternative funding sources that might better appreciate their value proposition. Build the full stack when integration creates competitive advantage: Cloudastructure didn't just provide software—they built the entire monitoring infrastructure, including training guards, developing custom interfaces, and managing the complete service delivery. Rick emphasized, "You can't just hop on Fiverr or whatever and say, I need someone to do this. You need to build the tools for them." This vertical integration created defensible value that pure software solutions couldn't match. B2B founders should consider owning more of the value chain when seamless integration significantly improves customer outcomes.   //   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   

Samotics is pioneering a revolutionary approach to industrial asset monitoring, delivering condition, performance, and energy efficiency insights for hard-to-reach industrial equipment without requiring sensors to be installed on the machines themselves. Founded by Simon Jagers, the company has developed Electrical Signature Analysis (ESA) technology that monitors over 10,000 machines by analyzing electrical data captured remotely, enabling companies to prevent unplanned downtime and save 10-20% energy without compromising performance. In this episode of Category Visionaries, Simon shares the fascinating journey from a failed AI-first approach to discovering breakthrough technology that's now being integrated with ABB drive systems to create the data fabric for smart factories of the future. Topics Discussed: The evolution from data-driven AI approach to hardware-enabled sensorless monitoring How railway switch monitoring led to the breakthrough discovery of remote electrical signature analysis Samotics' strategy of targeting hard-to-reach assets in extreme industrial environments The challenge of creating the "sensorless condition monitoring" category in a vibration-dominated market Building a service-heavy go-to-market model in an AI-first technology company Partnership strategy with ABB to integrate ESA technology into drive systems GTM Lessons For B2B Founders: Target the "either us or nothing" market segments: Simon's breakthrough came from identifying industrial assets operating in extreme conditions where traditional monitoring was impossible or impractical. ArcelorMittal's conveyor moving steel plates across a 1500°C blast furnace exemplified this perfectly - they had two choices: Samotics' unproven technology or no monitoring at all. B2B founders should actively seek market segments where incumbent solutions physically cannot compete, creating natural "blue ocean" opportunities. Focus on unique positioning rather than universal applicability: Initially, Samotics tried to monitor every type of machine possible, believing their AI could handle any scenario. Simon learned to focus specifically on the 25% of rotating equipment that operates in extreme or hard-to-reach conditions where their remote sensing advantage was undeniable and easy to communicate. B2B founders should resist the temptation to be everything to everyone and instead dominate the specific use cases where their solution provides clear, defensible advantages. Embrace service components even in technology-first companies: Despite starting as an AI company with inclinations to automate everything, Samotics discovered that the human service element - having mechanical and electrical experts bridge AI findings with customer needs - became one of their most appreciated product components. They now deliver hardware, AI, and dashboards as a service with regular customer calls and visits. B2B founders should test whether adding high-touch service elements enhances rather than detracts from their technology value proposition. Build category credibility through scale and proof points: Simon emphasizes that category creation requires time, credible data, and real-world examples at scale. With over 10,000 machines monitored, Samotics can now make credible claims about accuracy and effectiveness. The category definition evolved from internal team alignment to external market education. B2B founders attempting category creation must first achieve meaningful scale and documented success before expecting market adoption of their category framework. Use enemy-based positioning strategically in early stages: Samotics initially positioned aggressively against traditional vibration-based monitoring, using humor and edge to grab attention from early adopters who appreciated the contrarian approach. However, Simon notes this was effective primarily for reaching experienced early adopters who understood the technology's limitations but were drawn to unique solutions. B2B founders should consider enemy-based positioning as a tactical tool for early adoption rather than a long-term brand strategy.   //   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   

Four founders prove you don't need Silicon Valley, a technical degree, or a massive seed round to build a massive company. We go through the key observations from the last 4 episodes: How Skip created a $200M business in a third tier city, Polarsteps' NPS‑obsessed rise, Jobber's decade‑long compounding engine, and why a small decision was key to Public.com's huge success. You'll learn when to ignore best practices, how to choose one north‑star metric, and why slow, relentless improvement beats silver‑bullet fantasies. Perfect fuel for scrappy founders hunting product–market fit.Why You Should ListenThe single‑metric focus that took a travel app to $10M ARR through CovidTurning six months of “no's” into $100M ARR: the slow‑burn playbookWhy mastering your craft first can unlock your next billion‑dollar ideaPicking the rules to break: using “unconventional” as an unfair advantage00:00:00 Intro00:01:30 Why location odds matter less than you think00:02:50 Skip the Dishes proves huge wins can start in tiny markets00:05:30 Polarsteps shows what happens when one metric rules them all00:09:00 Jobber's decade‑long slow burn to compounding growth00:14:40 Public.com and the power of diving deep into your craft00:21:40 The real skill: knowing when to ignore conventional wisdom00:24:30 Key takeaways and next steps for your own playbookSend me a message to let me know what you think!

Troy Helming is building the future of infrastructure with EarthGrid, a company developing an underground super grid network of tunnels across North America using revolutionary plasma torch technology. As a serial entrepreneur who founded two unicorns in the renewable energy space, Troy brings decades of experience in wind and solar power to solving one of the most critical infrastructure challenges of our time. EarthGrid has raised $63 million and secured an $18 billion joint venture commitment from the Kuwait Investment Authority to build 10,000 miles of underground tunnels over the next decade. Topics Discussed: EarthGrid's mission to build an underground super grid network using plasma torch excavation technology The massive infrastructure challenge of transmission line development in the United States Troy's journey from early solar exposure 45 years ago to founding multiple renewable energy companies The regulatory breakthrough of becoming a telecommunications utility in 46 states Overcoming the "supply problem, not demand problem" with over 20,000 potential customers in their pipeline The $18 billion joint venture with Kuwait Investment Authority's Enertech subsidiary Plasma torch technology's ability to cut through hard granite and other materials conventional machines cannot handle The vision for moving freight and eventually people through underground tunnel networks GTM Lessons For B2B Founders: Choose industries with structural supply-demand imbalances: Troy has successfully built three consecutive companies where demand far exceeds supply, eliminating the need for traditional sales teams. He specifically targets infrastructure sectors where "the need is so acute and there aren't that many companies doing it, and the ones that are, the demand exceeds the supply." B2B founders should research industries with massive unmet demand and limited competition, particularly in infrastructure where the barriers to entry are high but the market need is desperate. Solve regulatory risks early through strategic positioning: Rather than fighting regulatory battles, Troy transformed EarthGrid into a regulated telecommunications utility, gaining rights to build under public roads in 46 states representing 97% of US GDP. This strategic move eliminated the primary risk factor that kills most infrastructure projects. B2B founders should identify their biggest regulatory or compliance risks early and find creative ways to work within existing frameworks rather than against them. Build resilience through failure conditioning: Troy's experience with rock climbing and American Ninja Warrior taught him to "overcome the fear of people looking at you when you might fail" and to "shake it off, get back up and go again." After pitching over 2,000 times with a 97% rejection rate, he learned to treat fundraising as a numbers game rather than personal rejection. B2B founders should actively seek experiences that condition them for repeated failure, whether through athletics, public speaking, or other challenging pursuits that build mental resilience. Validate demand before building supply: EarthGrid already has "close to 20,000 potential customer contacts" and over 50 signed letters of intent before fully commercializing their technology. Troy validates market demand through extensive research and customer outreach before investing in full product development. B2B founders should spend significant time understanding their market's pain points and securing early customer commitments before building complex solutions. Leverage personal capital for strategic advantage: Troy's ability to "wait to start your company until you have enough money in the bank" prevents short-term financial pressures from forcing poor strategic decisions. His personal investment in EarthGrid (part of the $63 million raised) demonstrates commitment to investors while providing operational flexibility. B2B founders should consider how personal financial runway affects their ability to make optimal long-term decisions rather than being forced into suboptimal short-term choices.   //   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   

Climate change isn't just an environmental issue—it's a market opportunity waiting to be captured. Invert, a carbon reduction and removal company, has raised $26 million to transform how companies think about nature-based investments. Starting from a villa in Antigua during COVID lockdowns, co-founder and CEO Andre Fernandez has built a business that's helping companies put nature on their balance sheets as an accretive investment. In this episode, Andre shares the tactical decisions that took Invert from a cottage conversation between friends to a cash-flow positive business serving some of the largest buyers in the carbon credit space. Topics Discussed: Transitioning from mining focus to broader industry verticals based on market readiness Building customer-centric product development in a complex, non-fungible market Navigating the shift from Carbon Markets 1.0 to premium Carbon Markets 2.0 Balancing direct B2B sales with broker/trader distribution channels Leveraging network effects and domain expertise for customer acquisition Managing long sales cycles in annual purchasing environments Educating buyers in a market where 75% lack dedicated due diligence teams GTM Lessons For B2B Founders: Start with network advantages, then expand strategically: Andre's team began in mining because they had a strong network of mining engineers from Queen's University, one of only two Canadian schools with mining engineering programs. However, they quickly discovered mining was 2-4 years behind other industries in decarbonization readiness. The lesson: leverage your network for initial traction, but don't let it constrain your market expansion. Use early success to identify industries that need your solution today, not in 2-4 years. Build customers into your business from day one: Invert's most important GTM decision was starting with customer input before building anything. Andre emphasized: "We don't build things that we want. We build our customers into our business. Whenever we're developing something new, we ask them for feedback. Sometimes we lock up the contract before we've actually developed the project or the product." This approach reduces market risk and ensures product-market fit from the outset. Navigate complex markets with education-first marketing: In markets where 75% of companies lack dedicated teams for due diligence, marketing must serve dual functions: education and simplification. Andre noted that carbon credits aren't fungible—buyers care about jurisdiction, social impact, biodiversity protection, and other project-specific attributes. Founders in complex B2B markets should design marketing to educate while simultaneously streamlining the buying process for overwhelmed buyers. Pivot distribution strategy based on market liquidity: Initially focused purely on direct B2B relationships, Invert learned that in markets with lower liquidity, partnering with brokers and traders accelerates growth. Andre explained: "Carbon credits is a 12-month at least buying cycle because it's annual, so it takes a lot of time. If you have a network of people who already have those relationships in place and they have buyers who are ready to buy, they can introduce you as a credible counterparty." When your sales cycles are long, leverage existing relationships rather than building everything from scratch. Differentiate through execution, not just messaging: As the carbon credit market matured, Andre observed that "everybody's talking about quality or high integrity. No longer is high integrity or quality just the differentiator." Invert's competitive advantage shifted to actual execution—developing projects, investing balance sheet capital, achieving cash flow positivity, and demonstrating results with large buyers. In maturing markets, operational excellence becomes the key differentiator when messaging parity emerges.   //   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     

Spot AI is pioneering the transformation from traditional video surveillance to intelligent video AI agents that can monitor, analyze, and respond to events in the physical world. With $93 million in funding, the company has evolved from providing simple camera management to building AI security guards and operational agents that can process hundreds of video feeds simultaneously, take autonomous actions, and augment human workers in manufacturing, retail, and security roles. In this episode of Category Visionaries, I sat down with Sudarshan Bhatija, Co-Founder and COO of Spot AI, to explore the company's journey from video surveillance to video AI agents and their vision for physical AI. Topics Discussed: Spot AI's evolution from video surveillance to video intelligence to video AI agents The shift from IT-focused security tools to operations-wide business applications How AI agents can monitor hundreds of camera feeds and take autonomous actions The role of customer feedback in driving product development and market expansion Marketing philosophy focused on authenticity and customer outcomes Building high-performing marketing teams based on capability over experience The future of physical AI and AI agents with "eyes, hands, and legs" GTM Lessons For B2B Founders: Capture existing demand and redirect to your category: Spot AI initially targeted customers searching for "video surveillance" but converted them by demonstrating superior value in video intelligence and operational insights. Sudarshan explained that customers "are still married to the old category and starts looking for that, but the subset of customers that wants more" responds to messaging around deeper insights and operational outcomes. B2B founders should identify customers searching for legacy solutions who are actually underserved by existing categories and ready for innovation. Let customer demand pull you upmarket and into new use cases: Rather than forcing expansion, Spot AI allowed existing customers to drive their evolution into higher-value AI agent applications. Sudarshan noted, "customers proactively pulling us into higher value use cases, pulling us up market, and basically the demand has already been created and we've been responding to that." B2B founders should build strong customer listening mechanisms and let proven demand from existing customers guide product development and market expansion. Build an early organic acquisition engine around category transition: Spot AI captured significant early growth by ranking for legacy category searches while converting visitors with next-generation messaging. They "built an organic strategy on Google to be able to acquire a lot of these leads" searching for video surveillance but presented solutions for video intelligence. B2B founders in evolving categories should dominate SEO for legacy terms while using landing pages and demos to educate prospects about superior alternatives. Hire marketing talent based on "can do" over "has done": Sudarshan emphasized that marketing success comes from "the ability to learn really fast and are deeply, you know, take strong ownership of their outcomes" rather than just experience. He found that "people who have the right bent of mind, the marketing bent of mind, but just have really high horsepower" outperform resume-based hires. B2B founders should prioritize intellectual curiosity, ownership mentality, and learning velocity when building marketing teams. Develop authentic, customer-centric marketing that speaks human-to-human: Spot AI's marketing philosophy centers on "focusing all our efforts on high value customer outcomes" and "authenticity" rather than "manicured" corporate messaging. Sudarshan noted that even in B2B, "you're selling to a business, but you're actually selling to a person." B2B founders should embrace authentic, conversational marketing that addresses real customer problems rather than polished but generic corporate communications.     //   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 

Carmen Li spent decades in financial services across trading floors and data companies before spotting a massive inefficiency in the AI/compute economy. After managing global data partnerships at Bloomberg, she witnessed AI startups struggling with unpredictable compute costs that could swing their margins from healthy profits to devastating losses overnight. Drawing parallels to how airlines hedge oil prices through futures markets, Carmen realized that compute—despite being one of the fastest-growing commodities—lacked basic risk management tools. Within months of leaving Bloomberg, she built Silicon Data into the world's first GPU compute risk management platform, raising $5.7M without ever creating a pitch deck and publishing the industry's first GPU compute index on Bloomberg Terminal. Topics Discussed: The systemic problem of compute cost volatility destroying AI company margins Why compute lacks the risk management tools available in every other commodity market Building the world's first GPU compute index and benchmarking service Raising venture capital without pitch decks through product-first demonstrations Operating as a solo non-technical founder leading a team of engineers The unique buyer dynamics when selling to CTOs, portfolio managers, and AI researchers simultaneously GTM Lessons For B2B Founders: Price on value, not cost, and let customer conversations reshape your understanding: Carmen admits that every client conversation changes her valuation of the product's impact, typically making it bigger than initially thought. She prices based on the value delivered rather than cost structure. B2B founders should remain flexible in their value proposition and pricing as they learn more about customer impact through direct engagement. Product demonstrations beat pitch decks for technical buyers: Carmen raised $5.7M without ever creating a pitch deck, instead letting prospects interact directly with her product and writing a simple memo. For technical products solving complex problems, demonstrating actual capabilities often proves more effective than polished presentations. B2B founders should prioritize building working products over perfecting sales materials. Embrace being the "dumbest person in the room" for learning velocity: Carmen describes consistently being the least technical person in rooms full of CTOs, AI researchers, and GPU experts, but leverages this as a learning advantage. She asks hard questions and co-creates products on the fly based on these conversations. B2B founders should view knowledge gaps as opportunities for rapid learning rather than weaknesses to hide. Target systemic problems that span multiple sophisticated buyer types: Silicon Data serves everyone from chip designers to hedge funds to AI companies, requiring Carmen to handle technical GPU questions, financial modeling queries, and AI workflow concerns in single meetings. This breadth creates natural expansion opportunities and defensibility. B2B founders should look for problems that affect multiple stakeholder types within their target market. Leverage unique background intersections to spot obvious-but-overlooked opportunities: Carmen's combination of financial services expertise and data company experience let her quickly identify that compute needed the same risk management tools available in every other commodity market. The solution was "extremely intuitive" to her but invisible to others. B2B founders should examine how their unique background combinations reveal opportunities others might miss.   //   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   

Minoa is pioneering the value intelligence category, helping B2B companies transform how they sell by connecting product capabilities to customer outcomes. With $2.7 million in funding, the platform enables go-to-market teams to build personalized business cases at scale and move beyond feature-selling to value-based selling. In this episode of Category Visionaries, I sat down with Max Elster, CEO and Founder of Minoa, to explore his journey from product manager at CSP Co to building a platform that bridges the disconnect between product development and go-to-market execution. Topics Discussed: Minoa's evolution from solving internal product-to-GTM communication challenges The emergence of value engineers as a new role in B2B organizations Building and co-creating the "value-based selling tools" category on G2 Leveraging customer advisory boards for evangelism and network growth The shift toward AI-powered personalization in B2B sales processes Mid-funnel optimization strategies for reducing deal drop-off rates GTM Lessons For B2B Founders: Co-create categories with platforms early: Max successfully worked with G2 to establish the "value-based selling tools" category within six months by building genuine relationships with researchers and sharing market insights consistently. He explains, "I connected with different researchers... and just shared my thoughts. I didn't have actually any idea that they could be launching this category in the near future." B2B founders should proactively engage with category-defining platforms like G2 and Gartner by sharing authentic market observations rather than pushing for category creation. Optimize for AI-powered buyer research: Max discovered that prospects increasingly use ChatGPT and Perplexity to build vendor shortlists, and these tools reference G2 as a primary source. He notes, "If you are not there, if you're not existing in your category, it's going to be hard for ChatGPT to shortlist you." B2B founders should ensure their presence in authoritative databases and directories that AI tools commonly reference, as this represents a new channel for buyer discovery. Build strategic advisory networks with equity + recognition: Max created a "Star Path Collective" of advisors incentivized with equity shares and bottles of wine for successful referrals. His approach is refreshingly simple: "Just say, hey, we're trying to build this market... are you interested?" This generates warm introductions and ongoing strategic guidance. B2B founders should systematically identify potential advisors who are already bought into their vision and offer meaningful but not overcomplicated incentive structures. Focus on mid-funnel conversion, not just top-funnel generation: Max emphasizes that many companies obsess over lead generation while ignoring massive drop-offs in the middle stages. He explains, "You can solve everything around pipeline, but if you don't get your mid funnel right... you're also going to lose." B2B founders should analyze their CRM data to identify specific drop-off points and create targeted collateral and processes to address these conversion bottlenecks rather than simply generating more leads. Leverage customers as category evangelists: Max's most successful content and growth strategies center on customer stories and insights. He advises, "The customers are the best people to tell a story about what they have achieved with your product." Rather than creating generic thought leadership, B2B founders should systematically capture and amplify customer transformation stories, which serve dual purposes of social proof and category education. Maintain founder-led sales longer with AI augmentation: Max continues doing founder-led sales while building scalable processes, noting that AI tools enable small teams to maintain high personalization at scale. He believes this approach is more sustainable than rushing to hire sales teams. B2B founders should consider extending their founder-led sales phase by leveraging AI and automation tools rather than defaulting to rapid sales team expansion.     //   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   

Two founders, two wildly different paths to $100M ARR: Arvind Jain, founder of Glean, walked away from a unicorn to start over—raising $15M without revenue and ignoring lean startup rules. Kyle Hanslovan, founder of Huntress, faced brutal rejection, slept in his car, maxed out credit cards, and still crushed it. This episode is packed with raw lessons on fundraising, product-market fit, and why relentless hustle alone won't save you. If you're a founder chasing growth, stop everything and listen.Why You Should ListenLearn exactly what top founders did to get from zero to $100M ARRWhy chasing perfection won't work (and how to stop)The secret to surviving brutal fundraising rejections (over 60 VCs said no to Kyle)Why hustle culture isn't enough—here's what matters moreKeywordsproduct-market fit, startup fundraising, unicorn startups, founder hustle, lean startup method, scaling startups, early-stage growth, AI startups, SaaS growth, venture capital adviceChapters(00:00:00) Intro(00:02:05) Quitting a Unicorn to Start Again(00:05:09) From NSA Hacker to Startup Founder(00:09:18) Ignoring the Lean Startup(00:12:59) Knowing When to Launch(00:16:32) Finding Product Market Fit(00:18:01) Final Advice for FoundersSend me a message to let me know what you think!

Anagram is pioneering a new approach to security awareness that treats employees as assets rather than liabilities. With $10 million in funding, the company is reimagining how organizations address their most significant security vulnerability: human error. In this episode of Category Visionaries, we spoke with Harley Sugarman, Founder and CEO of Anagram, about his journey from venture capitalist to founder and how he's challenging decades of ineffective security awareness training with a human-driven security platform that drives real behavior change. Topics Discussed: The fundamental problems with traditional security awareness training How AI is amplifying attackers' capabilities and the need for better human defenses Anagram's approach to personalized, puzzle-based, and in-the-moment security training The shift from treating humans as "risks to be mitigated" to valuable security assets Founder-led marketing strategies in the security industry Pivoting from security professional training to broader security awareness GTM Lessons For B2B Founders: Identify opportunities where market perception doesn't match reality: Harley noticed a massive gap between what CISOs considered their biggest vulnerability (human error) and how they addressed it (outdated, ineffective training). "If you ask 100 CISOs where an attack will come from, 90-95 will say one of their people will click on a phishing link," yet solutions remained antiquated. This disconnect signaled an opportunity to create a truly differentiated product. B2B founders should look for areas where customer actions don't align with their stated priorities, as these represent prime opportunities for innovation. Frame your solution to break industry paradigms: Rather than accepting the industry framing of "human risk management," Harley positioned Anagram around "human-driven security" — shifting from seeing employees as liabilities to valuable assets. "I hate that framing so much because it puts the onus on the human," he explained. "What I have been trying to frame our company around is this idea of human-driven security, which is taking humans and making them a line of defense." This reframing helps differentiate Anagram from competitors and resonates more positively with both security leaders and end users. Use data to overcome status quo inertia: In industries with deeply entrenched practices, the biggest challenge is often skepticism about whether a new approach can actually work. Harley's solution? Let the data make the case. "For us, we are very insistent on looking at the data showing customers, 'Hey, before you introduced us, this is the number of incidents you were seeing. After you introduced us, this is the number of incidents you're seeing.' And I think that's ultimately the thing that changes minds." Data-driven results help overcome the "it's always been this way" mindset that can derail innovative B2B solutions. Employ a land-and-expand strategy for complex purchases: Anagram uses a methodical approach to win over skeptical buyers: "We very much take a land and expand strategy where we'll go in, augment a specific part of the program, show them that this is actually making a meaningful difference in the data, and then that becomes a very easy business case." For B2B founders selling complex or paradigm-shifting solutions, demonstrating tangible value in a limited implementation can pave the way for broader adoption throughout the organization. Don't dismiss "old school" outreach tactics: Despite the emphasis on modern marketing techniques, Harley found success with traditional outbound methods: "So far, it has been pretty much exclusively outbound. So emails, LinkedIn, cold calling...which still works, by the way. I was shocked." B2B founders, particularly those targeting enterprise customers outside the tech bubble, should remember that traditional outreach methods can still be highly effective even when they seem outdated in startup circles. Embrace personal branding with authenticity: After initially feeling uncomfortable with founder-led marketing, Harley found success by finding an authentic voice while taking inspiration from founders like PostHog's James Hawkins. "It does feel cringy. I hate most social media things... It was very much an intentional decision to step out of my comfort zone." By focusing on engagement metrics rather than personal comfort, Harley discovered that his personal content consistently outperformed company posts. B2B founders should measure the results of their personal branding efforts rather than judging them solely on comfort level. Know when to pivot quickly: Perhaps Harley's most critical decision was recognizing when their initial product wasn't gaining traction and pivoting decisively: "The biggest decision that we made was pivoting... I'm really proud of the fact that we very quickly made the decision to basically throw away all this work that we had done and move into this more general purpose awareness tool." B2B founders should be willing to abandon their original vision when market signals indicate a better opportunity, even if it means discarding substantial work.   //   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     

Craig Letton has transformed the beverage industry's approach to marketing with hyble, a martech platform that has grown from under $1 million to nearly $20 million in annual revenue in just seven years. With only $8 million raised across three funding rounds, hyble has achieved remarkable capital efficiency while expanding from Scotland to become a global player serving major beverage companies worldwide. In this episode, Craig shares how his experience in the family print business led to identifying a critical need in the beverage industry: a solution that helps salespeople create high-quality marketing materials in minutes instead of days or weeks. Topics Discussed: hyble's evolution from a family print business to a global martech platform for the beverage industry How Craig identified a market need from personal experience in field sales The challenges and strategies of winning a contract with the largest wine and spirits distributor in the U.S. Why Craig relocated his life from Scotland to Boston after winning a game-changing contract The impact of changing consumption trends in the alcohol industry hyble's approach to growth through international expansion and adjacent verticals     //   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     

Eric Vishria is a General Partner at Benchmark Capital.Our conversation goes inside the new class of startups going zero to $100 million ARR in 12 months, the ways AI is changing company building, and how Eric and Benchmark make new investments.We get into the risk rewards of Series As today, how Benchmark competes to work with founders, and and why the best storytellers win.We also talk about parallels between the 90's, 2000's, and today, and how the archetype of successful founders has changed in the age of AI.Thanks to Spenser Skates, Sajith Wickramasekara, Bobby DeSimone, and Semil Shah for help brainstorming topics for Eric!Special thanks to this episode's sponsors:Bolt: Help them break a world record for the largest hackathon - up to $1m in prizes. Sign-up here. Numeral: The end-to-end platform for sales tax and compliance. Try it here.Timestamps:(5:17) What gets Eric excited about a new investment(7:48) Backing learning machines(12:34) Backing Cerebras at inception(16:20) Why the best storytellers win(21:17) How Eric works with founders(26:38) Companies going zero to $100m in 12 months(31:09) Revenue quality of AI products(32:41) Moats and business models in AI(38:41) AI margins and runway(41:14) Parallels between winners of the 90's and today(44:54) Archetypes of the best AI founders(50:43) SaaS companies successfully pivoting to AI(53:43) LLMs are most comparable to transistors in the 1950s(56:19) Ways Eric uses AI personally(58:05) How VC has changed over the past decade(1:01:40) VC is a hustler's business(1:03:20) Backing extraordinary companies is all that matters(1:09:36) What makes Benchmark unique(1:17:03) How Benchmark makes investment decisions(1:18:38) Skipping senior year of high school(1:20:21) Working with Ben Horowitz and Marc Andreessen ‘00-'08(1:24:42) Starting RockMelt, selling to Yahoo(1:26:28) Joining Benchmark in 2014(1:28:08) Investing in Confluent one month later(1:28:50) Lessons from Spenser at Amplitude(1:29:36) Fireworks AI's hyper growth(1:30:49) Pricing in AI changing from tokens to outcomes(1:32:23) Ways Eric's perception of VCs changed after becoming one(1:34:07) How to build a management team(1:38:21 )The best CEOs make new mistakes(1:39:50) Why there should be more public companies(1:44:03) “Even great companies can be overvalued”ReferencedBenchmarkCerebrasBenchlingBen Thompson + Mark Zuckerberg InterviewConfluentAmplitudeFireworks AIAndy Price at Artisinal TalentFollow EricX / TwitterLinkedInFollow TurnerX/ TwitterLinkedInSubscribe to my newsletter to get every episode + the transcript in your inbox every week

On today's episode of The No Limits Selling Podcast, we have Luis Baez, a powerhouse in revenue enablement who's scaled portfolios from $20M to over $100M ARR, led teams of 5 to 100+, and helped companies drive sustainable growth through storytelling, coaching, and strategy that actually sticks.Luis isn't your typical boardroom speaker—he brings real talk and real results, merging sales psychology, inclusive leadership, and data-driven frameworks that align teams, accelerate pipeline velocity, and fuel customer success.If you're ready to rethink what sales enablement could be, and how mindset, clarity, and connection fuel revenue, this is the episode you don't want to miss.In this podcast episode, Umar Hameed and Luis Báez discuss the evolving landscape of sales during uncertain times, emphasizing the critical importance of creating meaningful customer experiences beyond mere transactions. They explore strategies for effective prospecting, particularly through LinkedIn advertising, highlighting the need for personalized, insight-driven approaches that provide genuine value to potential clients. Luis shares his extensive experience from working with major tech companies, discussing how sales professionals can leverage AI tools, break down organizational silos, and adapt to technological changes while maintaining authentic human connections.The conversation delves into the challenges of modern sales, such as navigating privacy regulations, cutting through digital noise, and building trust in an increasingly complex business environment, ultimately stressing that successful sales strategies are rooted in understanding customer needs, delivering unique insights, and creating relevant, personalized engagement.Find Luis Baez:Linkedin: ⁠⁠https://www.linkedin.com/in/baezluisWebsite: https://www.luisbaez.com/[EDITOR'S NOTE: This podcast is sponsored by No Limits Selling. It is a fun, fast-paced podcast that delivers hard-fought business advice that you can implement today to improve your sales and performance]Interested In Our Real Estate Coaching Services? Explore Our Website:⁠⁠ https://nolimitsselling.com/⁠⁠Feeling Not Well Today? You Can Use Our Mindset Boosters App To amp Up Your Mood:⁠⁠ https://mindsetboosters.com/⁠⁠Find us on Social Media:  ⁠⁠LinkedIn:  https://www.linkedin.com/in/umarhameed⁠⁠⁠⁠Facebook Community:  https://www.facebook.com/groups/mindsetboosters/⁠⁠⁠⁠Instagram:  https://instagram.com/coachumar.co⁠⁠Like what do you listen to? Subscribe to our podcast!Ready to become fearless? We can help you become fearless in 60 days so you accomplish more in your career⁠⁠ Schedule A 15 min Call with Umar:  https://cal.com/breakthrough-architect/meeting⁠

Ethos is revolutionizing training and education with their adaptive readiness platform, which transforms passive learning materials into interactive, engaging lessons. With over $34 million in funding, Ethos has expanded from elite athletics to serving 40+ Department of Defense customers across Air Force, Space Force, Navy, and Marine Corps, while also developing a substantial commercial presence. In this episode of Category Visionaries, I spoke with Sasha Seymore, Co-Founder of Ethos, about the company's journey from a basketball playbook solution to becoming a critical technology partner for military readiness and corporate training. Topics Discussed:   Ethos' evolution from a sports team training tool to a defense technology company The AI-powered platform that converts passive materials into interactive "Rosetta Stone-like" training experiences How Ethos reduced failure rates by 50% at military training facilities, saving millions The changing perception of defense tech in Silicon Valley Navigating the complex Department of Defense procurement system The critical need for modernizing military training technology Expanding from DoD contracts to commercial applications in life sciences and manufacturing Ethos' vision for creating comprehensive knowledge and competency mapping systems   GTM Lessons For B2B Founders: Cross-sector application thinking is powerful: Sasha and his co-founder identified how learning methodologies that worked in athletics could apply to military training and beyond. B2B founders should regularly explore how their core technology could create value in adjacent or seemingly unrelated sectors, as the principles that make a solution effective in one domain often translate to others when properly adapted. Leverage educational institutions' innovation programs: Ethos used Stanford's "Hacking for Defense" program to validate their solution with real military stakeholders, accelerating their entry into the defense sector. B2B founders should identify and participate in specialized innovation programs that connect startups with enterprise customers for rapid problem validation and relationship building. Traditional marketing doesn't work in non-traditional markets: For DoD sales, Ethos discovered that LinkedIn ads and conventional outreach failed; instead, credibility came from demonstrating excellence and leveraging senior advisors who understood the ecosystem. B2B founders entering specialized markets should identify the unique information channels and trusted sources that decision-makers rely on rather than applying standard marketing playbooks. Revenue split strategy between government and commercial: Ethos maintains a 70% DoD and 30% commercial revenue split, with plans to move toward 50/50. Their approach of proving technology in one sector before expanding provides multiple growth paths and resilience against market fluctuations. B2B founders should consider how maintaining presence in multiple sectors can provide both stability and expansion opportunities. Balance innovation with insider knowledge: When entering complex markets like defense, Ethos found success by pairing their innovative technology with advisors who understood the internal workings and procurement processes. B2B founders need both breakthrough products and industry-specific expertise to navigate specialized markets effectively.   // 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     

Atlas Invest is revolutionizing real estate financing as a marketplace connecting borrowers with institutional investors. With $13 million in funding, the platform provides an alternative to inefficient traditional lending models by offering borrowers quick, simple financing while enabling investors to access what Tal calls "the holy grail of asset classes" - real estate-backed bridge loans. In this episode of Category Visionaries, we sat down with Tal Shahar, CEO and Co-Founder of Atlas Invest, to discuss his journey from military special forces officer to venture capitalist to founder, and how Atlas is building a platform that delivers superior returns to investors while providing crucial financing for real estate developers. Topics Discussed: Tal's experience as an officer in Israeli special forces and how it shaped his approach to entrepreneurship The transition from venture capital at Deep Insight to founding Atlas Invest How Atlas addresses inefficiencies in real estate bridge loan financing through technology The platform's dual-sided marketplace connecting borrowers and institutional investors Atlas's ability to generate 12% net IRR for investors compared to traditional funds' 8% Strategies for building both sides of a marketplace business simultaneously The challenges of securing the first deals that validated the business model Atlas's approach to brand building and marketing experiments in the real estate space The evolving vision to become the go-to platform for all real estate financing needs   GTM Lessons For B2B Founders: Exercise disciplined due diligence in your own ventures: Before leaving his VC position, Tal created a comprehensive due diligence list and spent six months validating Atlas's potential during nights and weekends. B2B founders should apply the same rigorous validation processes to their own ideas that VCs would use, testing assumptions methodically before fully committing resources. Leverage market disruptions as entry points: Atlas launched during a period of rising interest rates when banks were pulling back from lending, creating an opportunity for new entrants. As Tal explained, "When we started Atlas, it was a crazy market environment... that actually enabled us to step into the market when each side was okay with us not having a lot of the other side." B2B founders should identify and exploit market dislocations that weaken incumbent advantages. Build marketplaces by continuously balancing both sides: Rather than solving the chicken-and-egg problem once, Atlas constantly rebalances supply and demand. Tal noted, "We're continuously balancing... Sometimes the challenging part is the deal flow, sometimes it's the investors. If it was always only one, maybe it's not the best product-market fit." The shifting nature of the challenge is actually a positive signal for marketplace businesses. Use white-glove service to win initial customers: For Atlas's first deals, personal relationships and exceptional service were critical. "It was a lot of white glove service... we're selling basically enterprise in a way," Tal shared. The team did "whatever it takes to win it, to make it successful." B2B founders should be prepared to deliver extraordinary service to early customers, especially in high-value transactions where trust is paramount. Test marketing channels empirically, not based on assumptions: Atlas discovered that LinkedIn performed poorly for their paid campaigns while Meta worked well, contrary to expectations for a B2B financial service. "I'm a big believer of not relying on our assumptions... always using data to make the decision," Tal emphasized. B2B founders should start with small tests across multiple channels, measure results objectively, and periodically retest channels that previously underperformed.     //   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     

Forrest Zeisler spent 6 months hearing “no” from every potential customer he spoke to. One year in, Jobber had just three customers—paying $29/month. Today, Jobber generates over $100M ARR, has raised $180M in VC, and employs nearly 1,000 people.In this episode, Forrest shares the brutally honest story behind Jobber's early days: months of rejection, maxing out credit cards, and nearly quitting. You'll learn why there are rarely any “silver bullets”, how he handled relentless investor skepticism, and how incremental daily improvements—not crazy inflection points—led to exponential growth. If you've ever wondered whether your startup can make it through the grind, this is a must-listen.Why You Should Listen• Learn how to persist through brutal rejection—Jobber took 6 months to land their first customer.• Understand why chasing “silver bullet” features or channels rarely works.• Find out when it makes sense to keep going despite extremely slow traction.• Hear why your first investors can shape or destroy your startup journey.• Discover why “compound growth” beats chasing short-term inflection points.Keywordsproduct market fit, startup growth, founder stories, fundraising, bootstrapping, Jobber, vertical SaaS, early stage startups, scaling startups, startup rejection(00:00:00) Intro(00:01:55) From Freelance Devs to Startup Founders(00:07:23) Six Months of Rejection(00:15:09) Landing the First Customer and Almost Losing Hope(00:25:39) Brutal Investor Feedback and the $250K Seed Round(00:35:13) Early Growth and Near-Death Experiences(00:44:15) Hitting Customer Milestones and Finding True Product Market Fit(00:48:41) Crossing $100M ARR and Key Lessons Learned(00:51:11) When to Quit and When to PersistSend me a message to let me know what you think!

"The best renewal is no renewal. So closing a three-year agreement, right?"In today's episode of our Go To Market Series from the Bricks & Bytes Podcast, we have Kevin Halter (CRO of OpenSpace) share his journey from scaling PlanGrid from $5M to $100M+ ARR and building high-performing sales teams in construction tech.Tune in to find out about:✅ Why construction tech requires a unique go-to-market approach focused on project-level ROI✅ How to transition from project-level sales to enterprise agreements (the key to breaking the $10M ARR ceiling)✅ What to look for when hiring sales talent ("fire in the belly")✅ When founders should hire their first VP of Sales vs CROWhether you're a founder struggling with the 5-10M ARR plateau or a sales leader in construction tech, this episode delivers practical insights on building scalable go-to-market motions in an industry where "it's easy to start a pilot, but hard to scale."06:30 Introduction to Construction Tech Journey09:30 Scaling from 5M to 100M ARR12:31 Understanding Project-Level Value15:22 Building Trust and Transparency in Construction18:28 Transitioning to Enterprise-Level Sales21:28 The Importance of Customer Success Management24:28 Hiring the Right Sales Team27:29 Effective Communication with Executives30:24 Building Long-Term Partnerships33:31 Creating a Scalable Sales Model44:47 Building Long-Term Partnerships (appears to be repeated)48:30 Lessons from Biotech for Construction Tech53:17 Hiring and Scaling Sales Team57:57 Developing Talent and Leadership1:07:31 Choosing the Right Company to Join1:14:53 When to Hire a Chief Revenue Officer

Sigma Computing recently hit $100M in ARR — planning on doubling revenue again this year— and in this episode, CEO Mike Palmer reveals exactly how they did it by throwing out the old BI playbook. We open with the provocative claim that “the world did not need another BI tool,” and dig into why the last 20 years of business intelligence have been “boring.” He explains how Sigma's spreadsheet-like interface lets anyone analyze billions of rows in seconds, and lives on top of Snowflake and Databricks, with no SQL required and no data extractions.Mike shares the inside story of Sigma's journey: why they shut down their original product to rebuild from scratch, how Sutter Hill Ventures' unique incubation model shaped the company, what it took to go from $2M to $100M ARR in just three years and raise a $200M round — even as the growth stage VC market dried up. We get into the technical details behind Sigma's architecture: no caching, no federated queries, and real-time, Google Sheets-style collaboration at massive scale—features that have convinced giants like JP Morgan and ExxonMobil to ditch legacy dashboards for good.We also tackle the future of BI and the modern data stack: why 99.99% of enterprise data is never touched, what's about to happen as the stack consolidates, and why Mike thinks “text-to-SQL” AI is a “terrible idea.” This episode is full of "spicey takes" - Mike shares his thoughts on how Google missed the zeitgeist, the reality behind Microsoft Fabric, when engineering hubris leads to failure, and many more. SigmaWebsite - https://www.sigmacomputing.comX/Twitter - https://x.com/sigmacomputingMike PalmerLinkedIn - https://www.linkedin.com/in/mike-palmer-51a154FIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCapMatt Turck (Managing Director)LinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturckFoursquare: Website - https://foursquare.comX/Twitter - https://x.com/Foursquare IG - instagram.com/foursquare (00:00) Intro (01:46) Why traditional BI is boring (04:15) What is business intelligence? (06:03) Classic BI roles and frustrations (07:09) Sigma's origin story: Sutter Hill & the Snowflake echo (09:02) The spreadsheet problem: why nothing changed since 1985 (14:04) Rebooting the product during lockdown (16:14) Building a spreadsheet UX on top of Snowflake/Databricks (18:55) No caching, no federation: Sigma's architectural choices (20:28) Spreadsheet interface at scale (21:32) Collaboration and real-time data workflows (24:15) Semantic layers, data governance & trillion-row performance (25:57) The modern data stack: fragmentation and consolidation (28:38) Democratizing data (29:36) Will hyperscalers own the data stack? (34:12) AI, natural language, and the limits of text-to-SQL

SaaStr 799: The Series A Landscape in 2025: Insights from Chemistry VC's Ethan Kurzweil SaaStr CEO and Founder Jason Lemkin and Ethan Kurzwiel, previously partner at Bessemer Venture Partners and now founding partner at Chemistry VC, took us through a deep dive of exactly where Series A funding is right now in 2025. Current State of Early-Stage Venture Market The early-stage venture landscape has experienced significant shifts since the peaks of 2021. We're seeing: Deal activity decline: From the highs of 2021 (around 3.5B raised in Q4 2021), we're seeing a return to baseline levels but still below pre-zero interest rate era volumes. Longer funding timelines: Seed to Series A timelines have stretched from approximately 12 months to 25 months on average, requiring founders to plan for longer runways. More capital into fewer deals: While total capital deployment is returning to pre-2021 levels, it's being concentrated in fewer companies, making the environment more binary and competitive. Graduation rates plummeting: The percentage of seed companies successfully raising Series A has dropped significantly across all industries, creating a “crunch” for many startups. Listen in for more! --------------------------------------------------------------------------------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------  

Today's show: Alex interviews founders from Abacus and Synthesia—two companies leading the charge in vertical AI. Abacus is deploying on-prem LLMs to banks and insurers with a focus on data control, accuracy, and integration with legacy infrastructure. Synthesia just hit $100M ARR by helping 70% of the Fortune 100 turn internal documents into scalable AI video. If you're interested in how generative AI is moving from hype to real enterprise utility, this one's for you.Timestamps:(0:00) Introduction to vertical AI with Abacus and Synthesia(1:57) Real-world applications of AI in regulated industries & Interview with Abacus founder David Moscatelli(5:02) Unique challenges for banks and credit unions using AI & Abacus OS private LLM(9:56) Atlassian - Head to https://www.atlassian.com/startups/twist to see if you qualify for 50 free seats for 12 months.(11:57) Abacus features, benefits, and customer acquisition strategies(12:27) Decentralized indexer, data integration, and voice AI technology with VAPI(19:58) Vapi - Go to vapi.ai/twist and get 1000 minutes free per month - for life.(24:47) On-premise setup, combating AI hallucinations, and trust in AI responses(30:08) Hubspot for Startups - Visit hubspot.com/startups and join the founders who are turning growth challenges into opportunities.(33:40) Abacus company growth, fundraising, and sales hiring(38:25) Introduction to Synthesia CEO Victor Riparbelli, AI avatars, and building a startup in Europe(41:34) Synthesia's market positioning, target use cases, and personalized avatars(46:33) Synthesia's training data, partnerships, and improvements in AI avatar technology(55:57) Synthesia's growth, Fortune 100 companies usage, and financial aspects(1:00:21) AI model competition, market appetite, and enterprise focus(1:02:09) Future of AI in video creation, ethicalconsiderations, and Synthesia's plansSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpCheck out:Abacus: https://www.goabacus.co/Synthesia: https://www.synthesia.io/Follow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(9:56) Atlassian - Head to https://www.atlassian.com/startups/twist to see if you qualify for 50 free seats for 12 months.(19:58) Vapi - Go to vapi.ai/twist and get 1000 minutes free per month - for life.(30:08) Hubspot for Startups - Visit hubspot.com/startups and join the founders who are turning growth challenges into opportunities.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

SaaStr 798: The Top 10 Reasons to Come to 2025 SaaStr Annual May 13-15 in SF Bay with SaaStr CEO Jason Lemkin SaaStr Annual is almost here! And we delve into the key reasons why you should attend SaaStr Annual 2025, happening from May 13th to 15th in the SF Bay Area. Learn about the unparalleled networking opportunities, including opt-in one-on-one meetings, braindates, and C-level summits. Discover how the event can help you meet potential C-suite hires and VCs, and stay ahead of the latest in B2B SaaS, Cloud, and AI through hundreds of workshops and sessions. Don't miss out on the chance to be inspired by top industry leaders and get actionable insights for your business. -------------------------------------------------------------------------------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------

Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break down the biggest stories in tech, venture, and B2B. From market meltdowns to billion-dollar raises, wild valuations, and the drama behind the deals. We're covering it all! Plus, we'll be joined by some incredible guests to go deeper on the moves shaping the future of our industry.  Today we discuss:  Tech stocks were hammered in late trading today in response to the Trump administration's plans to levy tariffs of between 10% and 49% on imported goods, with Apple shares falling more than 6%. Rippling Deal: Illegal or Hustle? Emergence Raises $1B for B2B Investments Cursor, Replit, Windsurf: Who Wins? Lots of gen AI startups are crossing into the $100M ARR club. The latest entrant is talent marketplace Mercor, last valued at $2B. Is triple triple double double dead? ScaleAI at $25B: Pricey or Potential?  Discussion with Bhavin Shah @ Moveworks: ServiceNow Acquires Moveworks for $2.5B: AI Craze Continues Sequoia Makes 25x on Wiz: Is M&A Open Again? USD Stablecoin issuer Circle has filed to go public. The company, which has raised $1.2 billion in VC money, reported $1.7 billion in 2024 revenue, with $155.7 million in net income. Oracle Cloud Revenue Up 23%: Old Guard Wins in AI? Salesforce Customers Love AgentForce, But Will They Pay? Dustin Moskovitz Retires from Asana: Is SaaS Too Tough? Discussion with Andrew Feldman @ Cerebras: Coreweave's Redemption Provision: A Time Bomb for Coatue? Can OpenAI's $12B Deal Save Coreweave from $5B Loss? OpenAI Won't Profit Until $127B in Annual Revenue A lot of young founders raising big in chips; bullish or bullshit?    

Join Jason Lemkin and Sam Blond as they discuss the evolving role of AI in sales and marketing. Featuring insights from SaaStr's CRO Confidential Series with Rippling, Databricks, and Toast, this episode explores how AI is reshaping the sales landscape. Learn about the impact of AI on productivity, the effectiveness of cold calls, and how technical sales require specific expertise. Don't miss out on these valuable lessons and real-world examples from top industry leaders!   --------------------------------------------------------------------------------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------

OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/twistLinkedIn Ads - To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartupsBrex - the financial stack founders can bank on. Get the business account trusted by 1 in 3 US startups at brex.com/banking-solutions.Today's show: Jason, Alex, and Lon dig into the controversy around 11x, the Andreessen-backed startup accused of misrepresenting revenue and using fake logos, and what that says about early-stage accountability. Then we break down China's dual-front blitz in AI and EVs: DeepSeek's open-source model rivals GPT-4, and Xiaomi's $30K SU7 is a straight-up Porsche clone shaking the EV market. Finally, we unpack the “4-persona framework” that helped Wiz rocket to $100M+ ARR faster than anyone — a must-know concept for any founder looking to build, sell, and scale like a beast.Timestamps:(0:00) Episode Teaser(1:27) Introduction of co-hosts Lon Harris and Alex Wilhelm(3:23) New set design and color analysis(5:43) Announcement of "Twist OT" and potential Patreon model(8:09) Gamestop's Bitcoin strategy and Michael Saylor's influence(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/twist(14:26) MSTR and their shift to Bitcoin(17:01) Michael Saylor's conflict of interest(20:40) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(23:09) Investment strategies for company treasuries(25:10) Allegations against Eleven x startup(30:35) Brex - the financial stack founders can bank on. Get the business account trusted by 1 in 3 US startups at brex.com/banking-solutions.(32:56) The importance of transparency and accountability in startups(42:31) Chinese advancements in AI technology and ChatGPT features(55:09) Insight from Israeli VC Gilly Ranan on successful startups(1:04:26) Founder Friday March Pitch Madness bracket competition(1:10:26) How to start a Founder Friday chapter and community(1:11:21) Bracket competition and Launch Accelerator's 34th cohortSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Lon:X: https://x.com/LonsLinkedIn: https://www.linkedin.com/in/lonharrisFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/twist(20:40) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(30:35) Brex - Get the business account trusted by 1 in 3 US startups at https://www.brex.com/banking-solutionsCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

SaaStr 796: The Secrets Inside Google Cloud's Growth with Sarah Kennedy, Vice President Google Cloud Marketing   In our latest episode of the SaaStr What's New series, SaaStr CEO and founder Jason Lemkin spoke with Sarah Kennedy, VP of Google Cloud Marketing. The conversation explores the explosive growth of Google Cloud and what's driving this momentum. Kennedy highlights the critical role AI plays in their success, from Google's world-class infrastructure to the cutting-edge AI models like Vertex AI and Gemini. We dive into the specifics of why startups and enterprises are increasingly choosing Google Cloud, the importance of customer-centric strategies, and the shift towards developer-led decisions. We also explore Google Cloud's major partnership with Salesforce and how AI and security are transforming business strategies. Tune in for insights on how Google Cloud is shaping the future of AI and stay ahead of the curve with expert tips on leveraging these technologies for your business. -------------------------------------------------------------------------------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------

Griffin Parry is the CEO and Co-Founder of m3ter, a data infrastructure company that helps successful B2B software companies upgrade their monetization stack for new pricing strategies. With $31.5 million in funding, m3ter enables usage-based billing without requiring companies to replace their existing systems. In this episode of Category Visionaries, Griffin shares how the company emerged from his experience as a repeat founder who felt firsthand the operational pain around usage-based billing, both at his previous cloud infrastructure company (which was sold to Amazon) and during his time at AWS. Now, m3ter is solving these challenges for established B2B software companies, particularly those with $100M+ ARR who need to adapt their monetization approach as business models evolve toward more complex, usage-based components. Topics Discussed: How m3ter enables usage-based billing without replacing existing systems The shift toward more complex pricing models in B2B SaaS, particularly with AI features introducing variable costs m3ter's approach as a data infrastructure company rather than just a billing solution The discovery process that led to m3ter's first paying customers The evolution of m3ter's market positioning and go-to-market strategy The balance between direct sales and partner channels Fundraising during changing market conditions GTM Lessons For B2B Founders: Meet customers where they are with your messaging: Griffin discovered that while m3ter is actually creating a new category of software, they needed to initially present themselves as solving the specific problem customers were searching for. "Our customers generally come to us because they have billing pain... So every time they have to send out invoices, it's very complicated and painful and risky." Only after engaging with customers could they expand the conversation to their broader value proposition. Start with discovery, not building: When launching m3ter, Griffin and his co-founder conducted 60-70 discovery conversations before building their product. "We had a thesis... but we were going to commit a big chunk of our lives trying to solve this problem. So we wanted to make sure that it was out there and widespread." This approach gave them high confidence in their market and created a pipeline of design partners who became their first customers. Balance direct sales with partner channels: For complex B2B sales to finance and operations leaders at mature companies, m3ter found that partners with existing trusted relationships were their most effective go-to-market channel. However, they learned that "no one's going to partner with you if you don't already have great customers. And so you do have to go through the hard yards... Most of our first big cohort of customers have come through direct sales." Evolve your category positioning naturally: Rather than forcing a new category name, m3ter initially positioned themselves where customers were already searching. "We did spend some time going, 'hey, we're a pricing operations platform'... but people would go, 'well, what's that?' And that was a waste of a cycle trying to explain it." Instead, they evolved toward, "We're a billing infrastructure, billing solution. We'll make your billing work." Fundraise strategically with market conditions in mind: Griffin raised their Series A during a difficult funding environment, but did it intentionally: "Let's zig when everybody else is zagging. We really believe in what we're doing. Let's go and find a high-quality investor who shares that confidence and then we'll really be well set up for the years to come."   //   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

SaaStr 795: The AI Impact on Banking and Finance with CEO and Co-founder at Treasury Prime, Chris Dean Join SaaStr CEO and Founder Jason Lemkin and Chris Dean from Treasury Prime as they delve into the intricate world of Banking as a Service (BaaS) and FinTech. The discussion spans a host of critical topics, including the fallout from Silicon Valley Bank, the complexities of reconciliation, Synapse and Evolve's banking controversy, and the evolving financial landscape. They also explore the resurgence of FinTech, the impact of AI on banking operations, and Treasury Prime's upcoming AI-powered operational tools. A must-watch for anyone interested in the future of banking and financial technology.    ----------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   ------------------------------------

SaaStr 794: The Top 10 Customer Success Metrics Investors Care About in 2025 with Gainsight CEO Nick Mehta   Nick Mehta is the CEO of Gainsight, the customer success platform that helps businesses deliver value to customers and drive scalable growth.   Over the past 12 years, Nick has met with more than 5,000 companies and hundreds of investors, becoming one of the foremost authorities on customer success strategies. In this engaging presentation, Nick discusses the crucial role of customer success in driving business growth and securing investments. He breaks down the top 10 questions investors grill companies about, covering key metrics like net retention, gross retention, and early warning indicators. Nick also highlights the importance of customer stickiness, value demonstration, and efficient customer success operations.   Additionally, he shares a personal story of climbing Mount Kilimanjaro, drawing parallels between the entrepreneurial journey and the challenging yet rewarding climb to success.   ----------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------  

Stevie Case, CRO at Vanta, explains how the company surpassed $100 million in ARR in just five years by building a predictable and scalable revenue engine. From founder-led sales to structuring a global sales organization, Stevie shares actionable insights for designing a repeatable go-to-market strategy and scaling effectively.She breaks down the importance of discovery, identifying customer pain points, and building trust, along with tips on hiring and incentivizing your first sales team. What You'll Learn in This EpisodeKey Elements of a Predictable Revenue EngineWhy discovery is the most critical skill for founders and sales teamsHow to define and scale repeatable metrics for predictable revenueScaling a Sales OrganizationWhen and how to hire your first sales repsThe importance of proper incentives and avoiding common hiring mistakesBuilding Repeatable Sales ProcessesHow Vanta scaled from a single lead source to multiple diversified revenue streamsUsing frameworks like MedPIC to identify and quantify customer pain pointsManaging Revenue GrowthHow to balance short-term wins with long-term scalabilityThe importance of focusing on a single channel or ICP before diversifyingALL ABOUT UNICORN BAKERY:https://zez.am/unicornbakery Where to find Stevie:LinkedIn: https://www.linkedin.com/in/steviecase/ Website: https://www.vanta.com/ Join our Founder Tactics Newsletter:2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach:https://www.tactics.unicornbakery.de/ Chapter:(00:00:00) Similarities between Building a revenue engine & gaming(00:05:38) How to: Scaling after product market fit(00:15:29) First signals of a buyer-to-be(00:21:17) Mutual Sales Plan at Vanta(00:27:34) How to handle too small budgets & approach the follow-up(00:38:22) Setting boundaries vs. making everything happen(00:42:46) What makes a great case study?(00:44:45) What is a predictable revenue engine?(00:48:17) Never change a winning team? How long do I pursue my first lead-channel?(00:52:07) From what time is a revenue engine relevant?(00:55:04) How to avoid the overkill(00:58:06) The first metrics to start with(01:02:50) How to define a ramp-up-period(01:09:53) Behind the scenes of Vanta(01:18:49) The final advice for your revenue-engine Hosted on Acast. See acast.com/privacy for more information.

SaaStr 793: The 10-Point Checklist For When You Sell Your Company with David Frankel Managing Partner at Founder Collective and SaaStr CEO and Founder Jason Lemkin David Frankel is Managing Partner at Founder Collective, a successful seed fund with investments in companies like The Trade Desk, Olo, and Coupang. With decades of experience as both a founder and investor, David brings a unique perspective to the often-misunderstood process of selling a company. He openly admits that many of his past exits were mistakes, which makes his advice on the topic particularly valuable. He joined SaaStr Workshop Wednesday LIVE to do a deep dive with Jason Lemkin on his 10 Point Checklist when you sell your startup. -------------------------------------------------------------------------------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------

Matt Cohen and John Ruffolo dive into the growing exodus of Canadian talent to the U.S., breaking down why top founders and engineers are choosing Silicon Valley over homegrown opportunities. They discuss OpenAI's latest move to charge up to $20,000 per month for AI-powered research agents and how companies are rethinking hiring in light of these powerful tools. The conversation also covers the controversial CoreWeave IPO, highlighting its rapid $1.9B revenue surge, heavy reliance on Microsoft, and whether it signals a coming shake-up in cloud computing. On the political front, they analyze the potential for an early Canadian election, shifts in party leadership, and how economic policies—like capital gains tax hikes—are driving entrepreneurs out of the country.Canada's Tech Exodus: Why Founders Are Flocking to the U.S. (07:00)A striking rise in Canadian emigration has raised concerns about the country's ability to retain top talent. In 2024, 81,601 Canadians left the country, the highest number since 2017—half of them from Ontario.* Capital gains tax hikes pushing high-net-worth individuals and founders to relocate.* U.S. venture capital firms providing better funding opportunities for Canadian startups.* YC founder exodus: More Canadian founders are moving to the U.S. post-Y Combinator Demo Day, as confirmed by YC CEO Gary Tan.John Ruffolo's take:* Canada risks losing its top tech talent permanently if it doesn't address the capital and policy gaps driving this migration.* Founders aren't leaving out of convenience—it's about better market access, capital, and scaling opportunities.OpenAI's $20K/Month AI Agents: A Game-Changer? (18:00)OpenAI is rolling out three tiers of AI-powered assistants, capable of advanced research, software development, and business strategy—at a hefty price tag.Pricing breakdown:* $2K/month: Handles advanced knowledge worker tasks.* $10K/month: AI for software development.* $20K/month: PhD-level AI agents for deep research.Why this matters:* AI-powered coding tools like Cursor.dev have already grown to $100M ARR in 18 months.* Founders are increasingly opting for AI engineers over hiring multiple full-time developers.* This signals a shift in the labor market, potentially disrupting high-paid professional roles in tech, research, and consulting.CoreWeave's $2B Revenue IPO—Boom or Bust? (12:00)CoreWeave, a cloud computing startup that stockpiled NVIDIA GPUs early, is racing toward a high-profile IPO.Key numbers:* Revenue skyrocketed from $16M in 2022 to $1.9B in 2023.* Microsoft accounts for 62% of its revenue, sparking concerns over customer concentration.* The company holds $11B in debt, raising questions about profitability.* Founders cashed out $500M pre-IPO, raising red flags.John Ruffolo's analysis:* This looks like a high-risk, low-margin business that may struggle to justify its valuation.* Heavy debt financing and reliance on Microsoft contracts make it a shaky bet.* If public markets reject CoreWeave, it could be a warning sign for other AI and cloud IPOs.Will Canada See an April Election? (03:00)With Canada's Liberal Party leadership race heating up, rumors suggest an election could be called as early as March 16, with a vote on April 22.* The Liberals want a short election to limit Conservative fundraising advantages.* Mark Carney is positioned as the Liberal frontrunner, but he doesn't currently hold a parliamentary seat.* Coalition talks between Liberals, NDP, and the Green Party could reshape Canada's political landscape.Projected outcomes:* Conservative majority is still likely, but the margin has narrowed.* A left-wing coalition could prevent a Conservative landslide.The Bigger Picture: Where is Canada Headed?From AI disruption and talent migration to political uncertainty, this episode of Tank Talks dives into the forces reshaping Canada's future. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

SaaStr 792: Why I'm Scared to Buy New SaaS Apps Now with SaaStr CEO and Founder Jason Lemkin SaaStr CEO and Founder Jason Lemkin highlights nine key reasons that create friction in the modern SaaS buying cycle. He emphasizes how these factors can deter new customers and impact overall growth. Through examples involving well-known companies and the importance of a seamless customer experience, Founders are encouraged to evaluate and reduce these hurdles within their own SaaS products to ensure they remain true to "Software As a Service." ----------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------    

SaaStr 791: CRO Confidential: How Codium Built A Billion-Dollar AI Company and a Winning Sales Machine with VP of Worldwide Sales, Graham Moreno Join us on this episode of CRO Confidential as host Sam Blond dives into the remarkable journey of Codium's VP of Worldwide Sales, Graham Moreno. Discover how Graham led Codium from a 30-employee startup to a unicorn with 150 employees in just one year. -------------------------------------------------------------------------------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------

SaaStr 790: AI at Scale: 8 Learnings from monday.com Co-Founder and Co-Ceo Eran Zinman and SaaStr CEO and Founder Jason Lemkin Join us for an inspiring conversation with monday.com co-CEO and Co-Founder Eran Zinman and SaaStr CEO and Founder Jason Lemkin. From humble beginnings at $10 million ARR in 2017 to smashing the $1 billion ARR mark in just eight years, Eran shares their journey, challenges, and strategies that have fueled their remarkable growth. Discover the importance of customer diversity, maintaining NRR and GRR levels, leveraging AI for business efficiencies, and the impact of adopting a multi-product approach. Learn how monday.com effectively manages SMB, mid-market, and enterprise customers, and gain valuable insights into the future of AI in SaaS solutions. Perfect for SaaS founders and tech enthusiasts looking for proven strategies to scale their businesses.   ----------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------

SaaStr 789: 10 Things No One Tells You About Getting Acquired for $1.5B Steve Mitzenmacher, Former Vice President Corporate Development, Own Company Join Steve Mitzenmacher as he reveals the hidden truths about getting acquired for $1.5 billion. Drawing on his extensive experience in corporate development, Steve discusses the rare odds of closing a deal, the unseen challenges, and the insider dynamics that play a crucial role in successful acquisitions. From pre-LOI preparations to integration post-closing, explore valuable lessons and strategic advice to navigate the complex M&A landscape. Learn why relationships matter, the importance of managing expectations, and how to leverage negotiations in your favor. Don't miss these key insights that can make or break your next big deal. ----------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------

SaaStr 788: The Real Data on What it Takes to Go Big and Eventually IPO with Meritech Capital Join Alex Clayton and Kathy Choi from Meritech Capital as they delve into the path to IPO for SaaS companies. With 25 years of experience and over 60 IPOs, they explore the size, performance, qualitative factors, and post-IPO success metrics that matter. Learn essential considerations for going public, from creating a compelling story to demonstrating durable growth, operational excellence, and predictable business outcomes. They also provide case studies of successful companies like HubSpot and CrowdStrike, underscoring the importance of durable, long-term revenue growth and strategic multi-product approaches. --------------------------------------------------------------------------------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------

SaaStr 787: The 2025 SaaS Vibe Check: What Founders Need to Know Right Now with SaaStr CEO and Founder Jason Lemkin SaaStr CEO and Founder Jason Lemkin delves into a comprehensive 2025 vibe check, focusing on the state of tech, AI, and SaaS industries. He discusses the returning presence of founders in San Francisco, the resurgence of venture capital interest reminiscent of 2021, and the significant shift towards AI and AI-native investments. Additionally, he addresses the challenges faced by B2B founders, the importance of rapid product development, and the evolving dynamics of the venture capital landscape. Key insights include the rise of AI applications within SaaS, the critical need for growth over mere profitability, and practical advice for startups looking to secure funding or hire their first account executive. The session concludes with an open Q&A. -------------------------------------------------------------------------------------------- Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else. If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com See you in May!  -------------------------------------------------------------------------------------------- Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it! Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------