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Let me ask you something uncomfortable.
Can your customers truly talk to your B2B app — for real? As well or better than they can talk to ChatGPT or Claude?Can your customers just tell your app what they want it to do — and it goes off and does it? Almost… magically?
Do your customers love to talk to your AI agent? Does it bring them actual jo...
So almost all of our analyses of venture data for the past 18+ months have said the same thing: dollars into venture are way up in the Age of AI. You can see it all over X and TechCrunch and The Information.
But VC deals aren’t up. It’s a massive concentration of capital in the top AI names.
The
I got a LinkedIn DM the other day from the CRO of a well-known B2B company. Nice guy. Some mutual friends. He’d seen me posting about vibe-coding some internal tools and wanted to show me what they’re building.
Fair enough. I said thanks, but honestly, zero time right now.
He pushed back — good sales instinct — and asked if I’d at least watch a video they put to...
Everyone’s gotten more efficient in B2B and tech overall, and … the trend isn’t plateauing. It’s continuing, and even potentially accelerating.
A16z just released data showing ARR per employee has essentially tripled at top-performing companies since 2018. The 90th percentile is now pushing $700K ARR per FTE. Even the 75th percentile has nearly doubled...
The CEO of an AI Agents company we genuinely admire reached out recently and asked why we didn’t select them as a vendor. It was a fair question — they have a great product.
The honest answer? Their VP of Sales argued with us. Wouldn’t do any work up front. Wouldn’t give us access to the features we needed.
And most importantly — wouldn’t commit to helping train...
