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Articles by Andrew
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How Simplicity can Impact Adoption
How Simplicity can Impact Adoption
How Simplicity can Impact Adoption Simplicity and adoption are like peanut butter and jelly. Many brilliant people have…
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1 Comment -
CSM to Account RatioJul 18, 2017
CSM to Account Ratio
A few weeks ago we discussed CSM to Account ratio on Episode 7 of the CSM Successcast. After listening to the podcast…
12
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Customer Success & Relationship MarketingJul 17, 2017
Customer Success & Relationship Marketing
On this weeks episode we continue our discussion about Customer Success and Marketing by diving deeper into…
3
Activity
4K followers
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Andrew Gilbert reposted thisAndrew Gilbert reposted thisHere’s our approach to putting the ICP into action. We use a framework called Fit vs. Need vs. Intent™. It’s been a game-changer in aligning marketing and sales at HG Insights and for our clients ✅ Fit: Undiscovered Need They have challenges, but they aren't addressing them yet. 👉 Action: Marketing should nurture and stay in front of them until they’re ready. ✅ Need: Discovered Need They know the challenges and are starting to act. 👉 Action: Sales should build relationships and provide value over time. ✅ Intent: In Buying Cycle They’re actively looking for a solution and are ready to buy. 👉 Action: Sales should prioritize and engage with tailored messaging to close the deal fast. Credit goes to Barry Magee and Spencer Hardey, MBA for developing the framework and breaking it down in our latest Account Scoring ebook (link in comments for a deeper dive) Hope that gives you ideas on how to think about GTM at your business. #ICP #marketing #sales #accountscoring
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Andrew Gilbert reposted thisAndrew Gilbert reposted this“Sales AI is not just about automation; it’s about augmenting human potential. Though AI is still in its early days, we're only scratching the surface of what’s possible.” Dave Kennett, Founder and CEO of ReplayzIQ, knows AI is transforming sales. His company leads the way in AI-powered advancements in sales tech. Our latest report breaks down the Sales AI landscape, showcasing the top 75 tools and adoption trends. See which AI companies are revolutionizing sales in the report. 💥 #salesai #genai #salestechnology #salesintelligence #generativeai
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Andrew Gilbert shared thisMike Grafham, Steve Nguyen and I took a departure from our normal #CSMSuccessCast to do an Unsuccesscast where we shared stories and lessons learned from past mistakes. This may have been one of my favorite episodes as some of my failures have also been my greatest learning opportunities. We may need to do another episode with Kathleen Rouse and Ellie Wu in the future as there was so much good info shared. https://lnkd.in/dWrZHZJ
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Andrew Gilbert shared thisSteve Nguyen and I did back to back podcasts for #CSMSuccesssCast a little while ago. This episode about team productivity is a follow up to individual productivity. Steve is really the expert around this topic and I had a great time asking questions. If you are leading a team, starting a project or just trying to be more efficient collaborating, then this episode is for you. Check out the episode on iTunes https://lnkd.in/dqafsRP SoundCloud https://lnkd.in/dsMgUZN
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Andrew Gilbert shared thisExcited that Ellie Wu joined our #CSMSuccessCast podcast group! We recorded our first episode together with Mike Grafham & Kathleen Rouse that will go up next week. In the mean time, here's an episode on individual productivity with Steve Nguyen when he was visiting San Francisco. https://lnkd.in/gQBqcFW
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Andrew Gilbert liked thisAndrew Gilbert liked thisWe’re back at it! Frank Golden and I are teaming up again - this time at Golden Ventures. The past three years at Rippling was an incredible run building and scaling the Global product sales team. I’m truly grateful to Paul Barber for bringing me in and trusting me to build, to Jameson Yung for pushing me to take on ambitious goals, and most importantly, to the team who made every month look easy. During that time, I watched Frank build Golden Ventures into a trusted partner for 30+ startups - helping founders grow from founder led sales into hiring their first sales teams. I am incredibly excited and grateful to partner up with Frank again. Equally as excited to work with founders building the next generation of companies. DTBG
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Andrew Gilbert liked thisAndrew Gilbert liked thisMassive announcement. If you use AI at all for anything, I either just saved your life, or I'm about to make you cry tears of joy. I know that's a sweeping statement. But watch the demo below, and you'll understand the gravity of what we just built. Here's the reality: Right now, humans communicate with AI. Some people are power users. Some are beginners. Some are somewhere in between. Some people spend 45 minutes crafting the perfect prompt for an important project because they're terrified of AI messing it up. Some people get genuinely frustrated when AI hallucinates, misunderstands the task, or just... doesn't get it. Some people love AI. Some people hate AI. But here's what we all have in common: we all use AI now. And we're all going to keep using AI. So I kept asking myself this question: Do we really live in a world where the value of an employee, the value of a builder, the value of an innovator... comes down to how well they can write a prompt? Why can't we just write out what we want, or speak it, and have the AI perfectly understand us? Know exactly what we mean? Know exactly what we want? Because AI isn't a magic button. It's a mirror. The value you put into a prompt is the value you get back as output. So what did I build? An AI prompt optimizer that works any and everywhere you use AI on your computer. Cursor. Claude. ChatGPT. Grok. Perplexity. Lovable. Bolt. Replit. Atlas. Comet. Literally ANYWHERE. Wherever you go on your computer, if it involves AI, as soon as you finish writing or speaking a prompt, a little blue button appears right where your cursor is. You click it. You select a few tags. You watch the 10x better prompt RevvTen gives you. You watch it get auto-pasted directly into your chat box. That's it. That's the whole thing. Oh, and you want to know something wild? It works inside your computer terminal when you use Claude Code. I built it as a Claude Code plugin too. 🙃 But here's what I can't stop thinking about: This helps EVERYONE. Power users? We make you faster. Beginners/normal AI users? We eliminate the learning curve/skill gap entirely. People who only use voice-to-text? We turn your spoken thoughts into perfectly structured prompts. People who are already great at prompting? We still save you 10-30 minutes on every complex prompt. The use cases are genuinely endless. I have zero clue who to market this to because this product provides immense value to every single AI user on the planet. Coders. Builders. Innovators. Marketers. CEOs. Managers. Content creators. Students. Teachers. Customer success. Sales. HR. PR. DevOps. If you use AI, we built your personal sidekick. The translator that sits between you and every AI you'll ever talk to. So you can stop optimizing prompts. And get back to being human. We're releasing early access this week to our first B2B customers and a few hand-picked consumer testers. comment 'revvten' if you want free early access to the Mac desktop app (meaning now) 👇
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Andrew Gilbert liked thisAndrew Gilbert liked thisMy Career Is My Mom's Cup of Tea On this Women's Day, I find myself without the most important woman in my life. My mother left us on January 21st of this year, and the world has felt differently weighted ever since. Tomorrow, as the world honors women everywhere, I want to honor just one — quietly, personally, with the full weight of everything she meant to me. In 1991, I was fighting for an engineering seat against some of the most brutal competition India has to offer. I was never the most talented in the room — but I was relentless, and she made sure I stayed that way. Night after night, when I would push through until the early hours, she would appear at exactly the right moment - just when I was about to fall asleep — not because of an alarm, but because she simply knew — with a cup of tea, with her presence, with words that kept me going When I finally fell asleep, she would quietly put my books in order, as if preparing the battlefield for the next day's fight. That was the kind of love she gave — precise, selfless, and always on time. The career that followed was built on a foundation she laid in those quiet pre-dawn hours. Every moment I have chosen service over comfort — that was her. I was on a flight to say goodbye on January 21st, and I didn't make it in time. But I've come to understand that with a love like hers, the goodbye was never really the point. The point was every cup of tea. Every book she placed back in order. Every morning, she made it possible. Happy Women's Day, Maa. The most important woman in my life — then, now, and always. Your's always - Raju
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Andrew Gilbert liked thisAndrew Gilbert liked thisIt's International Women's Day on March 8, and though we're celebrating all women inside and outside our org, we want to share a special shout out to Katie Allison, our Sr. Manager, Research and Insights. Katie has been a part of the TrustRadius family (now HG Insights, too!) for many years, and has been a big advocate for keeping everything human-centered. In the Channel Life article, How collaborative, human-centered research Is shaping the future of technology decision-making, Katie says, "My research process is inherently collaborative. At the outset of any project, I convene stakeholders to align on the desired outcomes. We define what success looks like and articulate the specific questions we want answered by the end of the study. This ensures that the research is anchored in real business needs rather than abstract curiosity." In the article, we learn about: - How Katie is supporting the integrity of our research by ensuring insights are reflected by diverse perspectives. - How she's learned to balance quantitative rigor with human-centered storytelling through relevant, interpretable, and statistically sound data. - The future of research with AI and data automation, and what that means for women's opportunities at shaping AI strategies and ethical frameworks. Read the article:How collaborative, human-centered research Is shaping the future of technology decision-makingHow collaborative, human-centered research Is shaping the future of technology decision-making
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Andrew Gilbert liked thisAndrew Gilbert liked thisCalm down In this day and age of hiring, firing, launching, AI-ing; take a step back. Do what brings you immediate peace in these chaotic and confusing times. For me it’s been - 📓 #Reading 🧘 #Yoga At the start of this year, HG Insights introduced #wellness benefits for employees in India. My first thought was let’s start with #yoga. It includes three essential practices: Asana (आसन) - Posture Pranayama (प्राणायाम) - Breath control Dhyana (ध्यान) - Meditation A reminder that balance often begins with the basics: What helps you slow down? Tagging some superwomen who juggle many things and still show up strong at work Pritika Ramani Saakshi Jain Grace Gardner Wells Katie Pariseau Stefanie M. Kristi Gamboni Amropali Shetty Deepshikha Arora Suvina Rai Steffi Aroti Deori Susan Torrey Olivia Leung Deeksha Chowdhury Surabhi Shinde
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Andrew Gilbert liked thisToday we're announcing our $20M Series A led by Sequoia Capital, and that Day AI is now generally available. For the last 18 months, we've been preparing for the wave. AI already transformed productivity. ChatGPT and Claude became the thinking tool for millions. It transformed coding. Cursor and Claude Code changed what it means to build software. Recently, we're seeing the wave start to form in CRM. Now, teams are coming to us already fluent in AI. They know their context needs to be connected, not scattered. They want one place that holds it all, and acts. Our thesis from day one: CRM should be reimagined with AI agents as the core user. We're building the system that gives AI a complete, real-time understanding of your business. Not just sales, but your entire go-to-market motion. From first touch to renewal, orchestrated by AI that actually knows what's happening and why. We call it CRMx. The x stands for context. For startups, it replaces your CRM. For scaling companies, it sits alongside what you have. Either way: you just talk to it. The wave is coming. We're in the right place at the right time, and our customers are feeling it. Give it a try today, and if reimagining CRM sounds like your thing, we're hiring.
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Andrew Gilbert liked thisAndrew Gilbert liked thisHonored to have my first opinion piece for CIO Dive go live today. And they made it the featured article. I've been writing on LinkedIn and my blog for a while about making AI decisions at large enterprises. This piece is about why CAIOs need to become change agents, not just AI evangelists. A few takes I stand behind: 1. The "95% failure rate" narrative is wrong. It's better to run 1,000 experiments with a 10% success rate than two experiments with a 50% success rate. Velocity is the only metric that matters right now. 2. Talent density is the real unlock. The future isn't 10 people doing what 100 used to. It's 10 people doing what 100 couldn't. Finding those 10 is harder than any technology choice. 3. Workslop is becoming a real problem. 30-60% of internally shared documents are now AI-generated mediocre content. Title case, em dashes everywhere, generic structure. You know the look. The CAIO role isn't another executive title. It's the role that determines whether a company survives the AI transition. Grateful for the platform. Link in comments.
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Andrew Gilbert liked thisThis video shows what happens when your CRM isn't a spreadsheet with a chatbot on top, but a system purpose-built for AI to query and explore.
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Nicholas W.J. Biron
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Kyle James makes a great observation about how GTM teams are approaching platforms like Gainsight today. What looks like hesitation is often discipline. Teams are taking time to pressure test workflows, data, and ownership before committing to a platform. That behavior does not diminish the value of Gainsight. In many cases, it increases it. When teams arrive with clearer intent and operational readiness, adoption improves and outcomes compound faster. The signal here is not about building instead of buying. It is about earning the right to scale with the platform once the foundation is actually in place. https://lnkd.in/emF9ZvCQ
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Brian Gustason
BG Operating Advisors, Inc. • 8K followers
PE Growth TAILWIND: My Top 2025 Growth Content Themes That Resonated Most - And How PE Leaders Can Win in 2026 Looking back at 2025, one thing was clear from 80+ PE growth posts and the feedback: lower middle-market PE leaders aren’t looking for inspiration - they want GTM clarity that drives measurable results. Below are my Top 10 performing LinkedIn growth themes of 2025 (descending), ranked by engagement & feedback: #10 Why Founder-Led Sales Breaks at $20-30M ARR #9 Why Boards Lacking “Modern” GTM Experience Hurt Exit Values #8 Why “More Pipeline” Is the Wrong Q1 Goal #7 Using “Pre-Suasion”: Winning Deals Before the First Sales Conversation #6 Sales Comp Plans That Quietly Kill Growth #5 Why CEOs With GTM Expertise Are a Clear Growth Tailwind #4 Customer Success Isn’t a Cost Center - It’s a Growth Lever #3 Operating Partners: The Most Underutilized Growth Asset #2 Why PE-Backed CROs Miss the Number (Even with Talent) #1 The January Fast Start: How PE-Backed Teams Turn Strategy into Math & Results 5 Core Themes That Defined My 2025 Content: • GTM math over narratives (sales velocity, conversion, NRR, CAC payback) • How effective Marketing makes selling easier (clear ICPs & "Pre-Suasion") • Early action with limited PE hold periods • Retention and expansion as the fastest multiple unlock • Operating leverage over headcount growth 7 PE Growth Themes I’ll Go Deeper on in 2026: • How to be more strategic to improve differentiation & growth rates • How to apply Sales Velocity and proper sequencing to accelerate growth • How to use practical AI to improve GTM execution (not hype) • How to conduct effective GTM-focused due diligence • How to build scalable GTM training and coaching systems • How to drive GTM efficiency to reduce CAC & boost EBITDA • How Boards can drive GTM performance through strategy, metrics & accountability Why This Matters for LMM PE: in $20M-200M businesses with 5-7 year holds, incremental GTM improvements compound - yet significant value is still left on the table. The right growth levers, the right people, proper training, the right timing in the hold period (early), and a self-sustaining revenue engine are what drive outsized growth & exit multiples. 2025 showed what’s possible when GTM is done right. In 2026, I’m going deeper - sharing actionable growth ideas and practical GTM tips PE teams can apply immediately to grow faster. If you’re a PE Sponsor, Operating Partner, CEO, CRO, or Board Director looking to accelerate GTM performance in 2026, let’s talk. 👍 React 📩 DM me or comment ♻️ Repost ➕ Follow Brian Gustason for PE growth strategies 🔗 Access 250+ PE Growth posts: https://lnkd.in/egaTG95M #PrivateEquity #GTM #OperatingPartner
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Brian Gustason
BG Operating Advisors, Inc. • 8K followers
PE Growth TAILWIND: 3 GTM Metrics PE-Backed Teams in the Lower Middle Market Underuse - And Why It Matters in 2026 In PE, growth isn’t just an outcome - it’s the primary mechanism for value creation. Research consistently shows organic revenue growth drives more than half of total PE value. Which means every GTM decision either compounds that value or quietly erodes it. At a high level, PE firms aim for the same 3 growth outcomes: • Accelerated revenue growth without proportional cost • More predictable customer retention & expansion • A faster, more efficient path to profitable growth The mistake? Treating these as results to monitor, rather than outcomes that can be deliberately ENGINEERED using the right GTM metrics. Everyone tracks growth metrics. Few use them as growth levers. And in 2026, there are three GTM metrics I’ll watch most closely across PE-backed businesses because they directly enable faster, more profitable growth. These shouldn’t just be reviewed in board meetings. They should shape how teams plan, sequence & prioritize growth initiatives: 1. Sales Velocity - How fast revenue moves through the pipeline • Elements: opportunity volume, win rate, deal size, sales cycle • Why it matters: breaks revenue into controllable levers. Small gains compound into faster growth & better execution efficiency • How to use it: identify bottlenecks & prioritize initiatives that improve conversion, deal size or cycle time 2. Net Revenue Retention (NRR) - Retention plus expansion in the base • Elements: renewals, upsells, customer churn • Why it matters: protects existing revenue & compounds growth before adding customers • How to use it: forecast predictable revenue & target onboarding, adoption & expansion programs to lift NRR 3. Gross Margin-Adjusted CAC Payback - True profitability of growth • Elements: CAC, gross margin contribution, payback • Why it matters: shows how quickly gross profit covers acquisition cost • How to use it: set targets for profitable acquisition, reduce CAC or improve margin & benchmark acquisitions And these metrics map directly to the GTM mechanics driving PE value creation: • Sales Velocity determines how efficiently new revenue compounds • Net Revenue Retention shows whether retention & expansion turn the installed base into a predictable growth engine. • Gross Margin-Adjusted CAC Payback enforces profitable growth discipline by tying acquisition spend to real gross profit. Together, they link daily GTM execution to what sponsors care about most: efficient growth, durable revenue & scalable profitability. Which GTM metrics will you watch most closely this year? 👍 React 💬 Comment ♻️ Repost ➕ Follow Brian Gustason for more PE growth insights 🔗 Access 250+ PE Growth posts: https://lnkd.in/egaTG95M #PrivateEquity #GTM #OperatingPartner
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Varsha Udayabhanu
Invisible • 4K followers
Wondering what Forward Deployed Engineers actually are and when it makes sense to use them? I recently had a great conversation with CJ Gustafson on FDEs, and how we use them at Invisible Technologies. We spoke specifically about FDEs as a GTM choice, how the economics change when engineering is pulled forward into the sales motion, pricing models, metrics to measure health of business and lots of other things. Check out more on the latest Mostly Media newsletter. If you're not subscribed, highly recommend subscribing. Link in comments.
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Tidemark
7K followers
Some Vertical SaaS companies are generating 𝘂𝗽 𝘁𝗼 𝟯𝟬% 𝗼𝗳 𝗻𝗲𝘄 𝗯𝗼𝗼𝗸𝗶𝗻𝗴𝘀 𝗳𝗿𝗼𝗺 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗲𝗾𝘂𝗶𝘁𝘆 𝗿𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀. They figured out that PE firms can be a distribution channel if you build for it. That means products built for multi-entity environments, data that proves post-acquisition impact, pricing that scales through roll-ups, and teams designed to manage PE relationships over time. We break down how Vertical SaaS leaders engage PE firms across sales, marketing, product, pricing, and customer success in our 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸. The full checklist is in the comments. 👇
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Hatem Ashour
Foodics • 4K followers
Four years ago, the #Partnerships vertical was a "question mark." It was often described as a passive, non-counted support function. The department was considered a "good look" on an ecosystem map but isn’t expected to do an impact on the P&L. ~ Mindset Shift: We stopped focusing on the "art" of being (liked) and started focusing on the "science" of being (essential). We stopped collecting logos of partners and started architecting a high-performance network. We moved away from shallow conversations to aggressive, data-backed commercial negotiations that turned "relationships" into measurable #ARR. The results? For the 3rd consecutive year, we have doubled our ARR achievements. We didn't just meet the expectations, we forced a total redefinition of what "Partnerships" means at Foodics. We moved from the sidelines to the primary engine room. To the team that leaned into the analytics, mastered the sheets, and scaled our partnerships across MENA: we proved the doubts wrong. The "non-counted" vertical is now the one everyone is counting on. #SaaS #POS #Strategy
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Vikram Ashok
Cloverdale Capital • 3K followers
Over the past decade, we’ve run one of the leading talent marketplaces, helping the world’s top companies access independent talent to power their most critical work. Along the way, we’ve learned what modern staffing firms need to succeed: speed, automation, digital candidate experiences, and fewer manual, repetitive tasks. We’ve been quietly building our own proprietary technology to solve these workflow challenges and improve our own productivity as a company. Today, we’re bringing that technology to the broader industry with the launch of GraphiteOS, an AI-powered recruiting operating system that we believe will fundamentally transform how staffing firms operate in the years to come. This isn’t just a product. It’s the technology infrastructure staffing firms need to operate faster and more effectively in an AI-driven, “agent-first” world. We believe this technology will enable levels of recruiter productivity and client satisfaction that have never been seen before. Recruiters shouldn’t be stuck juggling disconnected tools and performing repetitive tasks. With GraphiteOS, we’ve built an all-in-one platform that connects the dots - sourcing, matching, screening, onboarding and billing - so teams can focus on what matters most: the high-value work that drives placements. I’m incredibly proud of what our team has built and, more importantly, what it will enable for our early customers where the platform is being deployed as we speak! Learn more at www.graphiteos.ai #GraphiteOS #StaffingTech #FutureOfWork #AIRecruiting #StaffingInnovation
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Selina Bieber
5K followers
Resharing a short clip from a recent discussion on AI, GTM, and growth — this one focused on what actually breaks (and gets exposed) as AI accelerates product velocity. A lot of the prep behind this conversation was about pressure-testing fundamentals: How ICP shows up in behavior, why pricing needs a clear value equation, how non-technical buyers experience AI, and why AI doesn’t fix weak GTM — it surfaces it faster. From a large-company lens at GoDaddy, these conversations matter because AI forces tighter alignment between product evolution, go-to-market execution, and the metrics we use to decide when to scale. It’s less about tactics, more about discipline. Appreciate the opportunity to explore this alongside eChai Ventures and the broader panel. #AI #GoToMarket #GrowthStrategy #ProductLeadership #ProductMarketFit #AIGrowth #Innovation #Leadership
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Aryan Mahajan
Gerra • 48K followers
In my opinion... we're maybe 1-2 AI updates away from LLMs being able to one-shot entire n8n workflows I'm talking about claude 5.0 or whatever comes next just completely building out complex automations from scratch Right now it's decent at helping, but still falls flat on sophisticated workflows But we're not that far from a world where a "developer" basically just connects APIs and fixes a few bugs here and there... And honestly, if you're a full-time dev right now, you should probably be learning other skills alongside AI Marketing, copywriting, sales, whatever it is Because here's my take on this whole situation... On one hand, it's incredible - you can move 10x faster, build more, help more clients But on the other hand... how long before the LLM just replaces you entirely? It can already analyze tech stacks, plan solutions, architect workflows... it's just not that good yet But when it gets there? when it can one-shot a complete automation while connecting all the APIs? (tbh i'm not even sure how the execution would work in practice, but still...) This is why i keep telling my team, mentees, people - don't just learn the tools, learn the strategy behind them Understand WHY you're building automations, not just HOW Because the "how" is about to get commoditized real quick The "why" and the business understanding? that's what's gonna separate you from the AI What do other AI architects think... are we moving too fast or not fast enough?
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15 Comments -
Jeff Perry
15K followers
Seth Levine nailed it! The concentration problem isn't just a GP pain point... it's choking innovation. When capital pools around the same 20 funds, emerging managers and founders get shut out. Love that he's using his platform to call this out. Foundry has backed 50+ emerging managers. That's the diversification the ecosystem needs. This is exactly why Carta exists — making capital allocation visible and accessible. Capital Evolution hits at exactly the right moment. Thanks for having us Daniel Dart. Team Carta loves the community of FUTURE TITANS you have built 🚀
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6 Comments -
Sepehr S.
ShyftBase • 7K followers
The SR&ED landscape is changing fast. Companies that used to rely on consultants are now realizing they can automate much of that process. The https://lnkd.in/gMRj8Ck9 team saw this shift coming and built a platform that's ahead of the curve. It's a great example of how technology can democratize access to expertise. #SRED #Automation #TechInnovation #CapitalRecovery https://lnkd.in/gKiv2i_g
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Emily He
Gong • 15K followers
Our CEO, Amit Bendov, joined NBC Bay Area to talk about *agentic AI*: AI that can take action, not just give advice. At Gong, we’re seeing this shift in real time. AI can now help reps move deals forward by drafting emails, scheduling meetings, reviewing contracts, and coordinating internal teams, all under human supervision. It’s not about replacing people. It’s about giving them more time to do what they do best: build relationships and close deals. One customer recently used Gong to close a last-minute deal when our AI spotted momentum in an account the team had nearly written off. That’s the power of moving from insights to action. If you’re thinking about where #AI is headed in revenue work, this conversation is a great place to start.
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7 Comments -
Michael Fidler
One Inc • 1K followers
Heading to Nashville for AiPEX ’26 this week? We’re going to hear a lot about AI and gen AI this week, but the real impact for carriers will come when those capabilities are tightly coupled with straight‑through processing (STP) across the lifecycle — from quote and e‑app, to underwriting, policy delivery, billing, commissions, and claims. For me, the most important AI conversations at AiPEX are the ones that answer three carrier‑centric questions: - How do we use AI to drive cleaner data and better decisions so more cases can go STP? - How do we orchestrate end‑to‑end digital workflows (including payments) so AI insights don’t get stuck in manual hand‑offs? - How do we turn that into a better agent and policyholder experience that actually lifts placement and persistency? If you’re attending sessions on AI, automation, or “quote‑to‑commission” this week, listen for the connective tissue back to measurable STP gains — reduced touch times, higher auto‑approval rates, and fewer exceptions. That’s where the real ROI is for Life, Annuity, and Health carriers. I’d love to compare notes in Nashville on where you are today with STP and how you’re thinking about AI to push that even further. Let’s connect. #AiPEX26 #InsurTech #LifeInsurance #Annuities #DigitalTransformation #StraightThroughProcessing
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Noah Heldman
914 followers
Is SaaS dead, or at least dying quickly? Ben Griswold and I explore this question in detail in our latest podcast. From positioning build vs. buy as a continuum rather than as a binary choice, to the potential created by rapid AI builds, we consider the evolution and future of SaaS. Apple: https://lnkd.in/eKKnB6Ae Spotify: https://lnkd.in/eezEuH35 YouTube: https://lnkd.in/ep8si5qP
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Kevin Mosley
Jurassic Capital • 3K followers
It’s 2025 B2B SaaS Benchmarks Report release day! We curate everything we see/hear into what’s most relevant for $2-20M SaaS. We at also included an Interactive Quarterly Board Scorecard Tool in there, which you can use to get everyone on the same page at your next board meeting. We’ve been using it for 5 years at EVERY Jurassic Capital portco board meeting. Thought it was time to share. Here are some key highlights from this year’s report: 1. Retention Under Pressure - Gross Revenue Retention (GRR) dropped to 88% median for $5-20M ARR companies (down from 90%), with logo retention falling to 86% - Net Revenue Retention (NRR) declined to 101% showing expansion is becoming increasingly challenging - AI is making switching easier, forcing vertical SaaS to rely on unique datasets and specialized labor for stickiness ⠀2. Growth vs. Efficiency Trade-offs - ARR Growth continues declining for 4th consecutive year - $5-20M companies at 27% - Burn Multiples are stable at 1.5x while gross margins improved to 77% as companies focus on capital efficiency ⠀3. Sales Getting Tougher - Expansion ARR now 37% of total new ARR as new logo acquisition becomes harder - Sales cycles finally dropped 9% YoY in early 2025 after years of increases, showing some market softening and hopefully leading to growth later in 2025 ⠀4. Lean Operations - Teams are doing more with less: Series A companies down to 15 people (from 20 in 2023) - Hiring at historic lows with dramatic reduction in 2024 software hiring, likely due to AI improving efficiency in OpEx - OpEx % of Revenue is dropping for companies utilizing AI (with some re-deploying into Growth via Sales & Mktg), while COGS are increasing due to compute costs - Founder salaries plateau around $140k median after $5M revenue ⠀5. Market Recovery driven by AI, but cautious road ahead for equity-backed companies, driven by barbell effect - Growth/PE dry powder and re-opening of IPO window drove best first half for software M&A ever in quantity with median multiples slowly rising to 4.2x - Concentrated LP fundraising into fewer firms leading to fewer rounds at higher valuations: Seed/Series A up 30%/2% in valuations but down 48%/60% in volume - Seed and Series A companies are still ~2 years to graduate to the next round; Bridge rounds increased to record highs as Seed/Series A at 46%/36% of all rounds - AI companies command 41% valuation premium over those that aren’t defined as AI Huge thanks as always to the researchers (like Carta, Peter Walker, SaaS Capital, Benchmarkit, PitchBook, Pilot.com, Software Equity Group, ChartMogul, Maxio, and so many more) who actually find this data via surveys, their own reporting/software, etc., and then we get to curate down. You all rock. See full report below and access our Benchmarking Tool here: https://lnkd.in/exT4bkva
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Costa Neofotistos
Seismic • 2K followers
What if your revenue team could build the AI agents they need, without writing a single line of code? With Gumloop now available on Seismic Exchange, revenue and enablement teams can automate the moments that matter – connecting customer-facing content with real-time business signals. ⚡️ Trigger Seismic actions directly with custom AI agents 🔁 Sync CRM, Zoom, and other system events automatically 📦 Publish, update, or share content right when it's needed 🔐 Enterprise-grade security baked in (SOC 2, GDPR, HIPAA) From event-driven content updates to always-on orchestration across your GTM stack, this integration helps teams move faster – and stay aligned. Explore Gumloop on Seismic Exchange today ➡️ https://lnkd.in/g7XVyyRh
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Prakash Motwani
Netlink Software Group… • 2K followers
A recent Gartner analysis I went through made something very clear: Startups that genuinely leverage agentic AI are commanding valuations 5x higher than those that don’t. The market is rewarding real autonomy, not buzzwords. But here’s my view. #AgenticAnalytics is not about eliminating dashboards. It’s about closing the loop between insight and action. Yes, traditional automation remains foundational. Yes, governance and human oversight are non-negotiable. The real opportunity lies in orchestrating intelligence directly into workflows. That’s the direction we’re actively thinking about at Lumenore. The conversation is shifting from “What happened?” to “What should happen next?” #Lumenore #Netlink #ArtificialIntelligence #BusinessIntelligence #DataAnalytics Netlink Software Group America Inc
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Leena B.
Oriono Advisory Group • 547 followers
MIT’s recent report found that 95% of enterprise AI pilots fail to deliver ROI, with value trapped in workflows, slow scaling, and misplaced bets in sales and marketing instead of back-office and integration wins. But these are symptoms, not the root cause. The real issue is strategic misalignment, as oftentimes organizations don’t clearly define the kind of bet they’re making. At the core, every pilot is a capital allocation and risk management decision. Pilots fail without clarity on the business angle, hypotheses, and go/no-go criteria. To address this, I’ve developed The Pilot Strategy Framework™, a structured approach to categorizing AI pilots based on their strategic intent and business impact. 1️⃣ Validation pilots - validate feasibility before scaling and committing further resources. 2️⃣ Internal adoption pilots - phased rollout of AI within departments, inside existing workflows, to see if it can unlock ROI. This can often signal market readiness to customers, competitors, investors, and the industry overall. 3️⃣ Customer-facing pilots - test whether existing customers will adopt new AI capabilities and whether it’s commercially safe to scale. 4️⃣ Legacy integration pilots - answer if AI can unlock value in legacy systems. 5️⃣ New product pilots - test whether additional AI offerings can be introduced; offerings that are core or adjacent to our current products and generate new ROI. Each pilot is a bet: upfront decide how much capital to risk, what value it’s meant to unlock, tradeoffs to consider, and the conditions under which you’ll scale or stop. Ultimately, it's about prioritizing the one(s) that provide the most enterprise value. Which pilot types is your organization running, and how are they moving the needle on your business outcomes? I am currently talking to leadership teams to apply this framework to drive clarity and ROI; if your organization is navigating similar questions, I'd be happy to connect. #productstrategy #aistrategy #aitransformation
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