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Velocity Meter
CX-O
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Dear Brain
30x Multiples Reward AI Promise, Not Just Revenue
AI narrative and future potential now reshape valuation models and Go-to-Market strategies, prioritizing these over traditional growth metrics, even pre-revenue.
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briefings
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Revenue from Heroic Efforts Is Discounted Heavily
AI revolutionizes GTM, shifting firms from individual efforts to systematic, scalable execution and channel-led growth, redefining revenue value.
Rick Smolen Says AI Is a Leverage Tool
AI revolutionizes Go-to-Market by amplifying human connection and problem-solving, exploring how it leverages strengths without replacement.
Klaviyo CEO Says AI Agents Make Onboarding Obsolete
Klaviyo CEO Andrew Bialecki notes AI agents bypass onboarding, push product limits, and find missing functions. Businesses must prioritize robust, agent-friendly APIs, not UI, for this new power user.
Cursor Pursues Top 50 Talent, Not Funnel Leads
In a rapidly changing market, traditional hiring funnels are out. Companies must now relentlessly pursue elite talent and embrace value-based selling to achieve strategic customer outcomes.
Whatnot's CPO Says Product Management No Longer Exists?
Tom Verrilli, Chief Product Officer at Whatnot, suggests product management is evolving as AI empowers engineers with new insights.
What Happens When SaaStr's 10K Agent Replaces 20 Tools?
The conversation around AI is rapidly shifting from experimentation to consolidation and strategic optimization, demanding a hands-on approach from leadership.
$688 Billion in AI CAPEX Dwarfs $110 Billion in Revenue
The AI investment boom has far outpaced immediate returns, setting up a volatile, but potentially transformative future for software and GTM strategies.
Higgsfield Hits $300M ARR, but Burnout Surges Past 50%
AI is pushing companies to unprecedented revenue growth, but it is also pushing employees to the brink.
Elias Torres Calls His $1.2B Drift Exit a Personal Failure
The pursuit of rapid growth and lucrative exits often blinds founders to the deeper metrics of company health.
What Happens When Enterprise Migrations Take Just 30 Days?
The old playbooks are liabilities. This week, we explore how leading operators are using AI to reshape sales, product, and content.
Anthropic Engineers Ship 8X More Code With AI
With LinkedIn CPMs surging to an insane $800, B2B marketers are facing a supply and demand crisis.
SaaStr Replaces 17 Humans With 21 AI Agents
Pre-AI tools are obsolete. SaaStr finds AI agents now outperform humans in GTM.
Time Doctor's 30% ACV Spike: Foundations Unlock AI Power
Time Doctor's CRO, Duane Dufault, reveals that foundational improvements, not AI alone, drove a 30% ACV increase and reduced sales cycles by 30-40 days.
$250M with Zero Employees: Ben Cera's Polsia & The AI Shift
Ben Cera's Polsia built an AI company into a $250M valuation with zero employees. This newsletter explores how AI is shifting from foundational models to…
Automation’s Lie: Dan Shipper & Alex Bilmes on More AI, More Humans
AI isn't simplifying work; it's accelerating the need for human judgment and strategic oversight across GTM.