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Swan AI founder Amos Bar-Joseph breaks down why ARR per employee is replacing traditional valuation metrics in an AI-native world. "Optimizing for valuation deviates you from the right path and makes you optimize for investors rather than building the right company." "The right metric to optimize for in an...

13,767 views • 9 days ago •via X (Twitter)

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What does it actually mean to be AI native? There was no clear guide on the internet for how to become AI native so we built the definitive one (60 min masterclass): 1. An AI native org has 3 layers: people for strategy and taste, agents for execution, and a shared context layer that makes the entire company readable to agents. 2. AI eats the middle of your work. You used to spend 80% of your day on execution. Now agents do that. Your job is the bookends: deciding what to do and judging whether it's good enough. 3. Everyone is a manager now. Your output is the output of your agents. If your agents produce garbage, that's on you. You set them up wrong. 4. Using ChatGPT doesn't make you AI native. That's like having a website and calling yourself a tech company lol. 5. No AI native org without AI native people. Most companies skip straight to the tools. That's why it fails. If your people don't understand how to manage agents, the tech doesn't matter. 6. Making your company "readable" to agents is the real work. Every process, every decision, every piece of knowledge needs to exist in a format an agent can consume. Most companies are nowhere close. 7. Speed without signal is just expensive chaos. You need the system to move fast AND know if you're moving in the right direction. 8. The skill chain is how agents get good at your specific workflows. Skills build on skills. The more you invest in them, the more your company compounds. 9. The moat is the system. People managing agents, agents reading from rich context, the whole thing getting smarter every week. That compounds. Your competitor can copy your tools. They can't copy your system. Full episode with Theo Tabah from LCA on The Startup Ideas Podcast (SIP) 🧃. This is the stuff we normally keep internal but all the sauce is yours. Theo Tabah is the brains behind advising the world's biggest companies on AI and building AI products. Your fav CEO's first call for figuring out AI. You are in for a treat Become AI native in under 60 minutes Watch

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Mark Cuban said what every CEO in America needs to hear. "There are only two types of companies in this world, those who are great at AI, and everybody else. If you don't know AI, you are going to fail. Period, end of story." Mark Cuban didn't stop there. "Whether you are an employee, you're going to have to understand how AI impacts your job and how you can use it to be better at your job. Same if you're a student. And if you're a CEO, you can't just say, okay, I'm going to get my tech guys to understand it and educate me on it. You have to understand it yourself because it will have significant impact on every single thing that you do. There's no avoiding it." This is coming from someone who built and sold the Dallas Mavericks, who made his first fortune selling a company to Yahoo for $5.7 billion in 1999, and who has spent the last two years going deeper on AI than almost any investor his age. He is describing the Innovator's AI Dilemma, entrepreneurs are right now building AI-native companies designed to displace every major incumbent. If a CEO tears down their company to rebuild it AI native, investors revolt but if they do nothing, AI-native startups eat their market and investors revolt anyway. Either path leads to shareholder lawsuits and there is no comfortable middle. The companies that survive will be the ones where leadership, not just the tech team, genuinely understands what the technology can do. The ones that don't will look back at this moment the same way Blockbuster looks at 2005.

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.Intercom was on the brink of death—five straight quarters of $0 net new ARR, approaching negative growth. Then they went all‑in on AI. 6 weeks after GPT‑3.5 launched, they shipped a working prototype of Fin (Intercom’s AI agent). Fin grew from $1M → $12M ARR in 12 months. Now at mid–8 figures and >300% growth, it's on track to cross $100M ARR in less than 3 quarters, and will be growing faster than every public software company by year-end. In our real-talk conversation, Eoghan McCabe shares the brutal reality of transforming a late-stage, plateauing SaaS business into an AI-first company. What you'll learn: 🔸 Why Eoghan believes most late-stage companies won’t survive the AI transition 🔸 The “founder mode” transformation that required firing 40% of staff and resulted in 98% employee satisfaction 🔸 Why having “nothing to lose” is the ultimate advantage in AI transformation 🔸 How they transformed from a plateauing SaaS business to an AI-first company growing at 300%+ 🔸 How Intercom’s pricing evolved from “the most hated in SaaS” to a model for every AI company 🔸 How 12 years of therapy and a period of “ego death” shaped Eoghan’s leadership approach Listen now 👇 • YouTube: • Spotify: • Apple: Thank you to our wonderful sponsors for supporting the podcast: 🏆 Great Question — Empower everyone to run great research: 🏆 WorkOS — Modern identity platform for B2B SaaS, free up to 1 million MAUs: 🏆 DX — The developer intelligence platform designed by leading researchers:

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