Startups

Vercel's AI Sales Agent : 10 SDRs Down to 1 in Six Weeks

Vercel replaced 9 of 10 inbound SDRs with an AI agent in six weeks, using one part-time GTM engineer. Conversion rates held flat while speed improved. The future sales leaders predicted at dinner has arrived.

Vercel's AI Sales Agent : 10 SDRs Down to 1 in Six Weeks

Private Equity : The New Distribution Channel for AI Startups

AI startups are discovering PE-backed companies as their fastest path to market. With 14,300 portfolio companies seeking margin expansion & faster decision cycles, private equity has become the most efficient go-to-market channel in enterprise software.

Private Equity : The New Distribution Channel for AI Startups

The Math of Hypergrowth: Two Paths to the Same Goal

Analyzing Slack vs Atlassian reveals two paths to $27b valuations: hypergrowth in 7 years or steady compounding over 17 years. Explore how growth rates, time to market, & the CAP theorem of business create value through different strategies.

The Math of Hypergrowth: Two Paths to the Same Goal

Two Data Giants, One Revenue Milestone

Databricks forecast $4B revenue for FY2026 while Snowflake achieves $4.116B LTM. Nearly identical big customer counts (650 vs 654) but divergent growth trajectories & valuations in the AI-driven data platform race.

Two Data Giants, One Revenue Milestone