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Expert consulting will be super profitable because earning will no longer be bound by hours billed. Instead, you scale yourself by imbuing your knowledge into an agent. Already seeing an early version of this with what Jason ✨👾SaaStr.Ai✨ Lemkin is building with SaaStr.ai

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Amjad Masad

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111,775 görüntüleme • 11 ay önce •via X (Twitter)

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Do CRMs become less valuable in an agentic world? "Switching costs are going to go close to zero because data portability will make it easy to move your data between products. Companies will be able to replicate the experience almost pixel by pixel, and clones will appear everywhere. When that happens, the real question becomes whether people are loyal to the product or just the experience." Gokul Rajaram How do you think about this Jason ✨👾SaaStr.Ai✨ Lemkin Marc Benioff dharmesh Nicolas Sharp Sebastian Siemiatkowski and how to survive and thrive in an agent led world?
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Do CRMs become less valuable in an agentic world? "Switching costs are going to go close to zero because data portability will make it easy to move your data between products. Companies will be able to replicate the experience almost pixel by pixel, and clones will appear everywhere. When that happens, the real question becomes whether people are loyal to the product or just the experience." Gokul Rajaram How do you think about this Jason ✨👾SaaStr.Ai✨ Lemkin Marc Benioff dharmesh Nicolas Sharp Sebastian Siemiatkowski and how to survive and thrive in an agent led world?

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SaaS is Over: " SaaS apps were built at a time when software was relatively hard to build. Now many of these AI applications are easy to build on top of these LLMs. Most companies will start building custom software super easily." Love to hear your thoughts on this Des Traynor dharmesh Craig Weiss Jason ✨👾SaaStr.Ai✨ Lemkin Fabian Hedin Spenser Skates
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SaaS is Over: " SaaS apps were built at a time when software was relatively hard to build. Now many of these AI applications are easy to build on top of these LLMs. Most companies will start building custom software super easily." Love to hear your thoughts on this Des Traynor dharmesh Craig Weiss Jason ✨👾SaaStr.Ai✨ Lemkin Fabian Hedin Spenser Skates

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Hi Jason ✨👾SaaStr.Ai✨ Lemkin. I like your podcast with Harry Stebbings and thanks for the shoutout. I bet you Anti Fund delivers better financial returns than your SaaStr Fund. We’ll deliver superior DPI and IRR, and within 5 years, Jake Paul Logan Paul and I will have more AUM than you.
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Hi Jason ✨👾SaaStr.Ai✨ Lemkin. I like your podcast with Harry Stebbings and thanks for the shoutout. I bet you Anti Fund delivers better financial returns than your SaaStr Fund. We’ll deliver superior DPI and IRR, and within 5 years, Jake Paul Logan Paul and I will have more AUM than you.

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“All the best startups I have invested in are working 7 days per week, 12 hours per day. In the office. Everyone is working 7/12 and it’s a vibe”. 🔥 show tomorrow with Jason ✨👾SaaStr.Ai✨ Lemkin Love your thoughts on this Sundeep Peechu Keith Rabois Mike Maples, Jr Ho Nam
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“All the best startups I have invested in are working 7 days per week, 12 hours per day. In the office. Everyone is working 7/12 and it’s a vibe”. 🔥 show tomorrow with Jason ✨👾SaaStr.Ai✨ Lemkin Love your thoughts on this Sundeep Peechu Keith Rabois Mike Maples, Jr Ho Nam

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Most People Should Not Be LP's in Venture Funds Illiquid. Opaque. 10+ year timelines. Even if you 8x... it’ll be 2039 before you see a cent. 99% of people should stick to liquid investments.. Josh Kopelman sam lessin 🏴‍☠️ Roger Ehrenberg Jack Altman - do you agree with Jason ✨👾SaaStr.Ai✨ Lemkin in advising friends to not invest in venture?
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Most People Should Not Be LP's in Venture Funds Illiquid. Opaque. 10+ year timelines. Even if you 8x... it’ll be 2039 before you see a cent. 99% of people should stick to liquid investments.. Josh Kopelman sam lessin 🏴‍☠️ Roger Ehrenberg Jack Altman - do you agree with Jason ✨👾SaaStr.Ai✨ Lemkin in advising friends to not invest in venture?

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What founders have to understand is that to win you have to mentally be changed forever. "Building a company changes you permanently. It is not something you reset with rest or balance, you become a different person. If you want to win, you have to accept that transformation. You cannot go back to who you were before." Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts on this Alan Chang Jack Zhang Max Junestrand Marc Randolph TJ Parker⚡️
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What founders have to understand is that to win you have to mentally be changed forever. "Building a company changes you permanently. It is not something you reset with rest or balance, you become a different person. If you want to win, you have to accept that transformation. You cannot go back to who you were before." Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts on this Alan Chang Jack Zhang Max Junestrand Marc Randolph TJ Parker⚡️

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Why Giving Your Product Away for Free Should Be Marketing's Biggest Budget Line: "Giving your product away for free should be the biggest portion of your marketing budget. That can be freemium, discount codes or free offers for people to try the product. But your free giveaways should be bigger than your paid marketing spend." elena verna Will inference be the biggest line on the marketing budget of the future mmurph Jason ✨👾SaaStr.Ai✨ Lemkin dharmesh
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Why Giving Your Product Away for Free Should Be Marketing's Biggest Budget Line: "Giving your product away for free should be the biggest portion of your marketing budget. That can be freemium, discount codes or free offers for people to try the product. But your free giveaways should be bigger than your paid marketing spend." elena verna Will inference be the biggest line on the marketing budget of the future mmurph Jason ✨👾SaaStr.Ai✨ Lemkin dharmesh

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What Role Does Not Exist Today But Will Be So Common in Five Years Time: "500K-1M jobs will be created for agent operators. This person will be somewhat technical. They will be deep in the AI world. They're gonna have to understand MCPs and CLIs and they are going to have to know how to write skills. It's going be this group of people that will know how to go into your marketing team or your legal team, or your operations team, or your life sciences research team and this is the person that is basically going to enable that function to get leverage from agents." Aaron Levie Where is this right? Where is this wrong? Jason ✨👾SaaStr.Ai✨ Lemkin GREG ISENBERG Amjad Masad Anjney Midha
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What Role Does Not Exist Today But Will Be So Common in Five Years Time: "500K-1M jobs will be created for agent operators. This person will be somewhat technical. They will be deep in the AI world. They're gonna have to understand MCPs and CLIs and they are going to have to know how to write skills. It's going be this group of people that will know how to go into your marketing team or your legal team, or your operations team, or your life sciences research team and this is the person that is basically going to enable that function to get leverage from agents." Aaron Levie Where is this right? Where is this wrong? Jason ✨👾SaaStr.Ai✨ Lemkin GREG ISENBERG Amjad Masad Anjney Midha

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"$400M ARR growing 30% used to be great. It is not anymore. In today’s market, the bar is much higher, you need to be on a path to $1B+ growing 40% to generate real outcomes. Anything below that risks becoming a “good company” with a bad IPO." Jason ✨👾SaaStr.Ai✨ Lemkin Do you agree with this and how do you do think about it Parker Conrad Jack Zhang Chetan Puttagunta Pat Grady
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"$400M ARR growing 30% used to be great. It is not anymore. In today’s market, the bar is much higher, you need to be on a path to $1B+ growing 40% to generate real outcomes. Anything below that risks becoming a “good company” with a bad IPO." Jason ✨👾SaaStr.Ai✨ Lemkin Do you agree with this and how do you do think about it Parker Conrad Jack Zhang Chetan Puttagunta Pat Grady

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Why the biggest fintech players are in for a shock. "The shift is from human UX to agent UX. In the past, you won with dashboards, design and user experience. Now, the buyer is an AI agent, and it only cares about APIs, performance and integration. That breaks traditional moats and puts even the biggest fintech players at risk." Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts Pedro Franceschi Jack Zhang @sebatklarna fintechjunkie

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"No, layoffs alone will not fix the problem. If a company has become bloated, simply cutting 50% often just leaves you with half the same mediocrity. The real issue is culture and talent quality, and fixing that usually requires a full rebuild, which is extremely hard, especially for public companies." Do you think that layoffs will solve the problem of many doing them Jason ✨👾SaaStr.Ai✨ Lemkin Anjney Midha Gergely Orosz Austin Georgas
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"No, layoffs alone will not fix the problem. If a company has become bloated, simply cutting 50% often just leaves you with half the same mediocrity. The real issue is culture and talent quality, and fixing that usually requires a full rebuild, which is extremely hard, especially for public companies." Do you think that layoffs will solve the problem of many doing them Jason ✨👾SaaStr.Ai✨ Lemkin Anjney Midha Gergely Orosz Austin Georgas

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Who Will Go Public in 2026: "I think we will see four IPOs backloaded next year; in this order. 1. SpaceX (Elon Musk) 2. Canva (Melanie Perkins) 3. Databricks (Ali Ghodsi) 4. Anthropic (Dario Amodei) OpenAI should have gone first but it is burning too much cash and so will be sometime in 2027." Jason ✨👾SaaStr.Ai✨ Lemkin Elad Gil sarah guo Jack Altman Patrick OShaughnessy Pat Grady cmon fellow venture podcast crew; what is your bet for who goes out?

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We have only seen the tip of the iceberg for layoffs... "A company like Monday, let's say we have like $1BN in expenses. Probably spend, 60%-70% of the budget on headcount and then 7%-8% on software. If we flip the equation and scale the business not on headcount but with software then we will be gladly increasing the expense on software because it is gonna be marginal compared to the headcount growth. I think this will play out more and more into the future." Eran Zinman Have we only seen the tip of the iceberg for layoffs and what will spend on software be in 24 months? Naval Marc Benioff Jason ✨👾SaaStr.Ai✨ Lemkin Sebastian Siemiatkowski
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We have only seen the tip of the iceberg for layoffs... "A company like Monday, let's say we have like $1BN in expenses. Probably spend, 60%-70% of the budget on headcount and then 7%-8% on software. If we flip the equation and scale the business not on headcount but with software then we will be gladly increasing the expense on software because it is gonna be marginal compared to the headcount growth. I think this will play out more and more into the future." Eran Zinman Have we only seen the tip of the iceberg for layoffs and what will spend on software be in 24 months? Naval Marc Benioff Jason ✨👾SaaStr.Ai✨ Lemkin Sebastian Siemiatkowski

Harry Stebbings

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"A CMO today should be able to run their own campaigns. Our AI VP of Marketing started running its own campaigns the last two weeks, and it's better. The CMO should be able to interact with the agent and and run it themselves now because you don't need a team to do it. You and the agent should do it, and you should want to do that, and you should be passionate about it, and you should get rid of the executives in your organization that are resisting that. Get rid of them." Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts on this KippBodnar.eth Kieran Flanagan 🤘 elena verna Varun Anand Aravind Srinivas
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"A CMO today should be able to run their own campaigns. Our AI VP of Marketing started running its own campaigns the last two weeks, and it's better. The CMO should be able to interact with the agent and and run it themselves now because you don't need a team to do it. You and the agent should do it, and you should want to do that, and you should be passionate about it, and you should get rid of the executives in your organization that are resisting that. Get rid of them." Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts on this KippBodnar.eth Kieran Flanagan 🤘 elena verna Varun Anand Aravind Srinivas

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We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta for $2BN - Why Sam Altman Does Not Care About OpenAI Dilution - Why Going Public Does Not Make Sense Anymore Spotify 👉 Youtube 👉 Apple Podcasts 👉 My 6 takeaways with Jason ✨👾SaaStr.Ai✨ Lemkin and Rory O'Driscoll 👇
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We are back. The only podcast you have to listen to every week. No politics. Just tech. - Groq's $20BN NVIDIA Acquisition - Manus Acquired by Meta for $2BN - Why Sam Altman Does Not Care About OpenAI Dilution - Why Going Public Does Not Make Sense Anymore Spotify 👉 Youtube 👉 Apple Podcasts 👉 My 6 takeaways with Jason ✨👾SaaStr.Ai✨ Lemkin and Rory O'Driscoll 👇

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"Is your ARPU 50% higher than it was pre AI. That is the test. If you cannot drive at least 50% ARPU growth from AI, then it is just a feature. It does not count as a real step change in the product." Jason ✨👾SaaStr.Ai✨ Lemkin Do you think this is a good litmus test for the value produced by AI and what else would you add Michael Mignano Bryan Kim Aravind Srinivas mmurph Mikey
0:27

"Is your ARPU 50% higher than it was pre AI. That is the test. If you cannot drive at least 50% ARPU growth from AI, then it is just a feature. It does not count as a real step change in the product." Jason ✨👾SaaStr.Ai✨ Lemkin Do you think this is a good litmus test for the value produced by AI and what else would you add Michael Mignano Bryan Kim Aravind Srinivas mmurph Mikey

Harry Stebbings

15,567 görüntüleme • 4 ay önce

Enter the $250,000 SDR: "There is now a market instead of SDRs being worth $60K in the US, there is a market for a small number of $250,000 a year SDRs. But there's almost no need for a $60,000 SDR with six months of junior college research that can't spell ElevenLabs. You just don't need that person anymore. You needed them three years ago, you don't need them today." Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts on this Chad Peets Carles Reina Sam Blond Ishan Mukherjee Jaspar Carmichael-Jack
0:26

Enter the $250,000 SDR: "There is now a market instead of SDRs being worth $60K in the US, there is a market for a small number of $250,000 a year SDRs. But there's almost no need for a $60,000 SDR with six months of junior college research that can't spell ElevenLabs. You just don't need that person anymore. You needed them three years ago, you don't need them today." Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts on this Chad Peets Carles Reina Sam Blond Ishan Mukherjee Jaspar Carmichael-Jack

Harry Stebbings

37,925 görüntüleme • 3 ay önce

This one got spicy. The shows with Jason ✨👾SaaStr.Ai✨ Lemkin & Rory O'Driscoll are always a mega hit, so we threw sam lessin 🏴‍☠️ into the equation and what a debate. 🤔 Is Chamath Palihapitiya right? Is DPI the only metric? 🤖 Does Open AI even matter? Why 99% of SaaS does not matter? 📄 Breakdown of Mary Meeker’s AI Report: What You Need to Know 🚀 IPO Analysis: Chime, Circle… the window is open! My top 5 takeaways from this brawl/interview…
0:34

This one got spicy. The shows with Jason ✨👾SaaStr.Ai✨ Lemkin & Rory O'Driscoll are always a mega hit, so we threw sam lessin 🏴‍☠️ into the equation and what a debate. 🤔 Is Chamath Palihapitiya right? Is DPI the only metric? 🤖 Does Open AI even matter? Why 99% of SaaS does not matter? 📄 Breakdown of Mary Meeker’s AI Report: What You Need to Know 🚀 IPO Analysis: Chime, Circle… the window is open! My top 5 takeaways from this brawl/interview…

Harry Stebbings

14,919 görüntüleme • 1 yıl önce

“ There's no way that scale can recover from losing its founders. It's a dead man walking instantly.” More mic drop moments in this than the corp dev team at Meta right now: Scale’s $14.8BN Acquisition: Is Scale a Dead Man Walking? Chime’s IPO: Are IPOs Hotter Than Ever? Ramp Hits $16BN Diluting Only 1% Salesforce, Slack, Dropbox: Are Incumbents Losing Ground? My 5 takeaways with Rory O'Driscoll and Jason ✨👾SaaStr.Ai✨ Lemkin 👇
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“ There's no way that scale can recover from losing its founders. It's a dead man walking instantly.” More mic drop moments in this than the corp dev team at Meta right now: Scale’s $14.8BN Acquisition: Is Scale a Dead Man Walking? Chime’s IPO: Are IPOs Hotter Than Ever? Ramp Hits $16BN Diluting Only 1% Salesforce, Slack, Dropbox: Are Incumbents Losing Ground? My 5 takeaways with Rory O'Driscoll and Jason ✨👾SaaStr.Ai✨ Lemkin 👇

Harry Stebbings

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Fund of the Year Neo w/ Ali Partovi "First money into Cursor, Cognition and Kalshi. I also give it a vote because 12 months ago it seemed like YC had won the accelerator race but Neo, South Park Commons HFØ. The rebirth of the accelerator model and Neo is impressive." Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts on this Michael Truell Tarek Mansour Dave Font Scott Wu
1:01

Fund of the Year Neo w/ Ali Partovi "First money into Cursor, Cognition and Kalshi. I also give it a vote because 12 months ago it seemed like YC had won the accelerator race but Neo, South Park Commons HFØ. The rebirth of the accelerator model and Neo is impressive." Jason ✨👾SaaStr.Ai✨ Lemkin Love to hear your thoughts on this Michael Truell Tarek Mansour Dave Font Scott Wu

Harry Stebbings

39,599 görüntüleme • 7 ay önce