Topline

Is your traditional SaaS experience becoming obsolete? In this new 20-minute rapid-fire format, Sam Jacobs, AJ Bruno, and Asad Zaman tackle a specific listener question: How does a senior operator transition from a legacy B2B SaaS role into a high-growth AI company? The market is shifting toward a meritocracy where recent hands-on capability outweighs decades of tenure on a CV. The hosts break down exactly how to position yourself for companies like CoreWeave and EliseAI. They discuss why hiding your lack of technical engineering skills is a mistake, how to build a portfolio of "work product" using low-code tools like Replit and Claude, and why being able to articulate the failures of AI models is actually the strongest signal of fluency. Key Takeaways: - Stop relying on a static resume and start building a portfolio of practical applications. As Sam Jacobs notes, the hiring landscape has shifted so that "your work product needs to speak for itself... demonstrating that you're capable of working with these tools, not theoretically, but practically through your conversations that you're having with hiring managers." - We are entering a career reset where agility beats seniority. Asad Zaman warns that "whenever there is a platform shift... the value of experience goes down a little bit," which creates a massive opportunity for younger leaders to "move up faster if you present in a very compelling manner because people are not looking at titles the same way." - Cultural currency matters as much as technical skill. To be taken seriously by founders in this space, you must consume information where they do. As Asad Zaman puts it, "If they find out that you're not on AI Twitter or AI X, I think they will think you're not a serious person... the information is not gonna be found in these old school channels." Connect with the Hosts: Host: Sam Jacobs - https://www.linkedin.com/in/samfjacobs/ Host: AJ Bruno - https://www.linkedin.com/in/ajbruno3/ Host: Asad Zaman - https://www.linkedin.com/in/azaman1/   Topline is not JUST a YouTube Channel! Subscribe to Topline Newsletter: https://www.joinpavilion.com/topline-newsletter Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech: https://www.joinpavilion.com/topline-podcast Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack   Chapters: 00:00 Intro 01:58 Viewer Q: Transitioning to AI 02:48 Show Work Product, Not Just CVs 04:36 Applying SaaS Principles to AI 05:58 The AI-First Mentality 08:58 Articulating AI Limitations 11:30 The Meritocracy Shift 13:55 Unexpected AI Wins 21:27 Staying Culturally Relevant 24:29 Summary: How to Get Hired  

Citrini Research claims AI agents will replace white-collar jobs by 2028, triggering a massive economic crash (and repricing of SaaS stocks). Sam Jacobs, AJ Bruno, and Asad Zaman analyze the validity of this thesis and the immediate impact on enterprise valuation multiples. The discussion moves to the practical realities of the innovator's dilemma, specifically how legacy software companies must cannibalize their own revenue to survive. They cover strategies for GTM transformation, the loss of pricing power in traditional SaaS, and why Gong's pivot to "Chief Revenue Architect" signals a deeper identity crisis in the market. Key Takeaways: * The hardest part of adapting to AI is destroying your current margins. Sam Jacobs argues that leaders get emotionally attached to ARR, noting that "the hardest part of the innovator's dilemma is price... the only way to get out of it is to... go towards a worse business" in the short term. * Pivoting sounds great on paper, but is far harder in practice. Asad Zaman highlights the operational difficulty of telling investors about the actual steps involved; e.g. "I'm going to do a reorg and I'm then going to change my strategy that's actually going to increase churn... That's a war at the board level." * Title changes don't fix structural issues. Asad Zaman and Sam Jacobs advise revenue leaders against accepting Gong's new "Chief Revenue Architect" title because "it's going to hurt your career moving forward... This sounds like you were demoted to rev ops to me." Your Hosts: Host: Sam Jacobs Host: AJ Bruno  Host: Asad Zaman Topline is more than a Podcast! Subscribe to Topline Newsletter: https://www.joinpavilion.com/topline-newsletter Watch on the YouTube channel: https://www.youtube.com/@TOPLINE-Media Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack Chapters: 00:00 Intro 02:04 The Citrini Report Examined 07:05 Startups vs. Innovator's Dilemma 12:35 SaaS Valuation Repricing 15:29 Losing Pricing Leverage to AI 21:29 Is White Collar Work Dead? 25:10 Margin Compression Strategy 31:17 Restructuring Engineering Teams 35:09 Microsoft's Product Pivot 39:54 How AI Improves CEO Workflow 44:50 Gong's Chief Revenue Architect 51:17 Why the CRO Title Matters 55:14 AI Predictions Looking Ahead

Nick Turner, CEO of Dreamdata, joins Sam in this special episode of Topline Spotlight. They unpack a challenge many B2B leaders are facing right now: how do you raise capital in a market obsessed with AI when you're not an "AI-native" company? Nick shares his journey from CRO to CEO and what it was like stepping into the top job—only to immediately lead a $55M Series B raise in one of the toughest venture environments in recent history. After speaking with 73 investors in six weeks, he reflects on the realities of fundraising today, investor skepticism around revenue durability, and why profitable, efficient growth still wins. Nick brings nearly 20 years of commercial leadership experience scaling martech companies from Seed and Series A to $75M in revenue. Now leading Dreamdata—a Copenhagen-based B2B marketing attribution and activation platform—he's helping marketers prove what's working and take action on it.

Over the course of a few days, $300 billion in market cap was wiped out from public SaaS companies. Looking at the ten most notable US publicly traded SaaS companies over the last six months, they have lost upwards of $600 billion. The public markets are signaling that the classic VC-funded SaaS model is under massive pressure to show rapid AI integration and tangible revenue growth. This episode examines the fallout of the SaaS market correction and what it means for go-to-market operators. We discuss the shift away from legacy system of record platforms toward agile, AI-native solutions that eat labor budgets. The conversation covers how to adjust your GTM strategy if you are not growing at AI rates, why cash flow is now king over growth at all costs, and how to build a resilient enterprise pipeline generation engine. Finally, we share predictions on which SaaS stocks might bounce back from the dip. Key Takeaways Companies failing to match AI-driven growth expectations are facing severe valuation resets from public markets, as AJ Bruno explains that "The argument you're hearing is AI will replace SaaS... that's the lazy argument... What AI is doing is it's compressing the time value of money." Software businesses unable to achieve hypergrowth must pivot to strict operational efficiency, with Sam Jacobs noting, "If you're generating $50 million growing 25% and you're just breaking even, I need you to either grow faster or be more profitable." Go-to-market professionals at legacy software companies have a limited opportunity to pivot their careers toward emerging technology, as Asad Zaman advises, "Right now the window is open... That window will get smaller and smaller as time grows by. So if you are not confident in your company, this is the time to make a shift and enter the new world." Connect with the Hosts & Guests: Host: Sam Jacobs  Host: AJ Bruno Host: Asad Zaman Topline is more than a YouTube Channel: Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Introduction to the SaaS Collapse 07:12 Billions Wiped From SaaS Market Caps 10:44 Compressing the Time Value of Money 14:27 Why Revenue Growth Trumps All 20:56 The Threat of AI Inference Costs 25:17 Shifting Careers to the AI World 28:21 Entering the Slow Growth Movement 35:27 Building Long Term Craft Businesses 38:29 Winning the Long Brand Game 42:03 Founder Burnout and Pivot Challenges 48:24 Managing Investor Board Expectations 52:02 Reengineering for a Platform Shift 60:57 Public SaaS Stock Rebound Picks  

AJ Meyer, CEO of Pickle Robot, isn't betting on general-purpose humanoid robots. Instead, he's a believer in robots and Physical AI which solve specific, high-volume problems. AJ joins Sam and Asad to reveal how he recently secured a nine-figure enterprise contract and why "boring" logistics tasks are the gateway to mass adoption of robots. But with mass adoption's opportunities, so too are there new risks. AJ shares that while physical safety is an important consideration, the cybersecurity risk of a networked robot workforce is what needs the most attention right now. This and a ton more in this week's episode of Topline with Sam Jacobs (CEO @ Pavilion) and Asad Zaman (CEO @ Sales Talent Agency). Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast! Chapters: 00:00 Teaser and Introduction to AJ Meyer 02:53 The Convergence of Physical and Digital AI 05:50 Safety Constraints and the "Acrobat" Robot Disaster 09:19 Mobile Manipulation vs. General Purpose Humanoids 12:47 Cybersecurity Risks in Connected Robot Networks 18:52 AI Surveillance and Authoritarian Risks 28:01 Debunking the Myth of Unskilled Labor 34:54 The Moving Goalposts of AGI 38:19 Solving the Open World Generalization Problem 42:09 Why Foundation Models Need Systems Engineering 48:23 Designing Business Models for Enterprise and Mid-Market 53:20 The Nine-Figure "ChatGPT Moment" for Robotics 58:14 Transferring SaaS Go-To-Market Skills to Hardware 01:03:45 Taste and Judgment as Career Differentiators 01:07:50 Hiring Needs and Closing Thoughts

Mark Roberge is calling it now: we are about to witness the highest failure rate for a single cohort of startups in the history of tech. As author of Science of Scaling, and co-founder of Stage 2 Capital, Mark joins the pod to dismantle the "growth at all costs" mindset that still plagues founders. He explains why the assembly-line sales model is dead and how AI will force a return to the full-cycle "rainmaker" rep. **Key moments:** The AI Bubble: Why the index fund of the last two years of AI investments is likely doomed. Fixing Your ICP: And how optimizing for CAC or inbound volume without ICP fundamentals in place is a recipe for disaster The 80% Rule: How AI moves reps from 25% selling time to 80%, and what that means for the future of SDR, AE, and CS functions LIR - What it is and Why It Matters: Why every board deck needs a a LIR slide to predict product-market fit before revenue numbers hit **Note:** Mark is donating 100% of the proceeds from his new book to mental health causes. Grab a copy of *The Science of Scaling* on Amazon!   Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Introduction: Mark Roberge and The Science of Scaling 03:44 Founder Turnover and Loyalty in the AI Era 06:18 Navigating Founder Burnout and Strategic Pivots 16:30 Predicting High Failure Rates for AI-Native Startups 18:57 The Origin Story Behind The Science of Scaling 24:51 Why Most Companies Define Their ICP Wrong 28:34 The Leading Indicator of Retention (LIR) Framework 32:30 Real-World Example: Shifting ICP Based on Retention 37:22 Who Should Own Product-Market Fit? 43:23 Transitioning GTM Strategies from SaaS to AI 47:29 The End of Specialization: Collapsing GTM Roles 51:12 Solving GTM Inefficiency by Increasing Selling Time 56:50 How to Pilot the Consolidated "Ninja AE" Role 01:04:29 Designing Organizations for Rainmakers vs. Average Reps 01:08:01 Mental Health, Gratitude, and Closing Thoughts  

The AI arms race is getting ugly. With top talent bouncing between Thinking Machines and OpenAI, the guys debate a critical question for every leader: Is loyalty dead, or has Silicon Valley just stopped pretending? Sam, Asad, and AJ discuss the ethics and dangers of the "secure the bag" mindset and what it means for building enduring companies. They also pivot to the tactical side of leadership, breaking down why most managers wait too long to fire and the hard truth that "what you allow, you encourage." Key topics: The Thinking Machines exodus: Performance issues or corporate sabotage? Do ethics actually matter when the prize is AGI? The one management mantra every GTM leader needs for a high performing team Quitting the content hamster wheel: The hosts' priorities for the next chapter.   Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Intro: Top Line, Pavilion Gold, and Today's Agenda 02:28 The Thinking Machines Exodus and OpenAI's Hiring Spree 08:08 Capital Incentives: Why Tech Talent Has Become Mercenary 14:03 The Core Debate: Do Values Matter in Modern Tech? 18:41 The "Get the Bag" Mentality vs. Building Forever Companies 23:00 The Risks of Accelerating into a Future Without Ethics 31:28 Impact on GTM: Shorter Tenures and Transactional Hiring 34:25 Why Swiftly Correcting Underperformance is an Act of Loyalty 45:00 Why Organizational Values Are Useless Without Defined Behaviors 01:00:38 Final Question: What Are You Under-Prioritizing for 2026?  

AJ and Asad talk about one of the most insane job markets we've ever seen, the rise of AI agents, and the future of AI's talent wars.  Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Introduction and Hosts 00:32 The Golden Age of Sales 00:55 Sales Roles and AI 12:30 Branding vs. Performance Marketing 21:05 The Role of Brand in B2B Tech 30:18 The Notion Dilemma 40:40 The Importance of Letting Go  50:39 The Golden Era of Sales  59:59 Reading Tips and Longevity Investments  

Sam, Asad, and AJ are back to debate the hard numbers shaping the GTM landscape in 2026. The consensus? The freeze is thawing, but the rules have changed. Sam predicts we've entered the "Year of the Deal." Investors are exhausted, founders are tired, and the market is finally ready to clear—even if that means restructuring cap tables to take the win and move on. Asad brings the sobering data on the "Great Concentration," revealing that almost half of venture capital went to a surprisingly small number of companies, while AJ argues that without a compelling AI narrative, traditional SaaS assets will face a brutal valuation ceiling.   Chapters: 00:36 Welcome to 2026: Intro and Hosts 02:30 Quiz Pro Quo 08:56 Sam's Prediction: The Year of the Deal 13:53 AI-Native vs. Traditional Investment Trends 16:42 Founder Exhaustion and the Acceptance of Lower Exits 19:40 The VC Perspective on Clearing "Vintage" Funds 24:00 Advice for Seed Founders: Shut Down or Sell? 28:22 Sam's Bearish Take on OpenAI's Financials 31:12 Testing the Stickiness of AI Models 38:03 Asad's Prediction: The Era of Capital Concentration 43:21 Why 2026 Will See Increased Layoffs 46:37 The Confusion of a High-Churn Job Market 50:19 Shoutouts and Personal Reflections  

MIT reports that 95% of AI initiatives are failing to show ROI. Pablo Dominguez, Operating Partner at Insight Partners, joins the show to explain how to escape that group, and be in the 5% of companies that succeed. Pablo opens the playbook on "Dylan," Insight's internal system of 13 autonomous agents that cut their due diligence process from 35 hours down to 14. Other high points: How Insight used tools like Relevance AI and Gong to build an agent swarm that handles research, analysis, and data cleaning. Why Engineers aren't necessarily who you'd want to build these workflows (and who you need instead) How the CEO of a successful SaaS company is aiming for 5x developer productivity in 2026 Plus the "why" behind some spicy 2026 predictions like: the death of the traditional CRM, Sam Altman's potential exit from OpenAI, and the coming consolidation of "vibe coding" platforms. Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Introduction: Pablo Dominguez and Insight Partners 04:57 Insight's Structure and Value Creation Engine 08:12 Why Most Companies Fail to Get AI ROI 11:05 Case Study: Automating Diligence with AI Agents 15:39 Resources Required to Build Autonomous Systems 21:23 Managing Hallucinations and Accuracy in AI 31:09 Scaling AI Literacy and Organizational Fluency 37:15 Measuring Engineering Productivity and Cloud Coding 43:14 Balancing AI Automation with Human Authenticity 52:23 Market Trends: Buyer Behavior and Churn Risks 57:18 The Spectrum: From Workflows to Agentic Systems 01:01:13 Why Retention Issues Are Always Product Problems 01:04:35 Bold Industry Predictions for 2026 01:05:43 The Potential Death of the Traditional CRM  

Wade Foster (CEO) built Zapier into a profitable powerhouse without traditional VC funding—just $1M post-YC, then profitable ever since. On this episode, the co-founder and CEO shares how that capital discipline shaped their ability to pivot hard when AI hit. Wade also dishes on: The GPT-4 moment that shifted Zapier's roadmap A tested formula for AI agents that actually work How to incentivize internal AI adoption   Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Introduction: Wade Foster and the Age of Agents 02:38 Zapier's Origin: Solving the SaaS Integration Problem 04:14 From Zaps to Agents: The Evolution of Automation 05:07 How GPT-4 Changed Zapier's Internal Strategy 06:43 Unstructured Data and the Rise of Vibe Building 09:56 Why Long-Term Product Roadmaps Are Now Obsolete 13:00 Transitioning from PLG to Enterprise Amidst Competition 17:58 What Actually Works: Defining Successful Agentic Workflows 20:59 Building an AI-Literate Company Culture 26:18 Future Outlook: AI Bubbles vs. Product Reality 27:38 Navigating Board Expectations During Technology Shifts 30:23 Zapier's Capital Efficiency and Fundraising History 33:58 Founder Advice: Prioritizing Long-Term Thinking  

We are multi-million-dollar CEOs specializing in sales and go to market teams in tech. We've met more millionaire sales people than you can count. This is exactly how to explode your income in our favorite career path. We are multi-million-dollar CEOs specializing in sales and go to market teams in tech. We've met more millionaire sales people than you can count. This is exactly how to explode your income in our favorite career path. Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 01:46 Sales Market Trivia: Headcounts and Income Statistics 07:14 CRO Compensation Realities and OTE Attainment 11:36 Can You Make $100k in Your First Year? 15:53 Essential Personality Traits for Top Sales Performance 21:25 The Timeline to Earning $200k and $300k 30:23 Strategies for Earning $1 Million in Sales 33:10 Executive Equity and Valuation Multiples in AI 38:10 Debate: Is OpenAI Too Big to Fail? 44:06 Kyle Poyar Joins: The State of AI Growth 45:17 Why AI Implementations Are Missing Expectations 50:32 Product Market Fit and AI-Driven Disillusionment 01:05:10 The Decline of Seat-Based Pricing Models 01:09:44 Emerging Pricing Models: Credits and Pass-Through Costs 01:17:48 The $500 Billion OpenAI Investment Question  

In this episode of Top Line, Sam Jacobs, Asad Zaman, and A.J. Bruno dive into the economic and mental health crises facing young professionals, analyzing data on why entry-level opportunities are shrinking in the age of AI.  Shifting to business strategy, the group also examines the nuances of pricing power, warning companies against raising rates without delivering commensurate value to the customer.  Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast! Chapters: 00:00 Introduction and Episode Overview 00:35 Quiz Pro: Testing Knowledge with Fun Questions 02:40 Discussion on Young Professionals' Challenges 13:44 Advice for Young Professionals Entering the Workforce 15:43 Mental Health and Employment Challenges 20:50 The Impact of Technology and Inequality 32:57 Navigating Career Choices for Young Professionals 33:22 The Importance of Cultural and Historical Awareness 34:57 Balancing STEM and Humanities in Education 35:21 Building Community and Identity 36:35 Practical Advice for Job Seekers 38:56 The Challenge of Pricing in Today's Market 45:16 The Impact of Private Equity on Industries 51:57 The Role of Strategy in Business Success 58:49 Personal Reflections and Inspirations

We did a comprehensive study on the state of data centers. Where is money going? Where should you be betting? Everything you need to know about data centers, all in one place.  Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast! Chapters: 00:00 Intro and Cold Open 01:18 Quiz Pro Quo: AI Infrastructure Stats and Energy Costs 06:14 Market Volatility and the "AI Bubble" 09:42 Navigating a Brutal Executive Job Market 11:33 Why Private Market M&A Has Stalled 13:54 Is This a Crash or the Industrial Revolution? 26:30 Investing in OpenAI: Risk vs. Reward 30:23 Optimism Meter: Rating the Market Outlook 38:25 Debating AI SDRs and Outbound Efficacy 41:46 Diagnosing Failure: Product vs. Execution 47:46 Rethinking Valuations: EBITDA vs. Revenue 57:39 Hiring Trends: The "Step-Up" Candidate Advantage 01:02:35 Bold Predictions: Nuclear, Events, and Engagement Teams  

The Topline team interview Ethan Smith, founder of Graphite, an San Fransico-based growth and SEO agency with clients like Notion, Webflow and Rippling. As well as Rahul Jain from Noble, a consultant who writes and speaks about AI. Thanks for tuning in! Catch new episodes every Wednesday. Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast! Chapters: 00:00 Introduction and Host Introductions 00:41 How Well Do You Know AI Search? 08:14 SEO vs. AI: The Changing Landscape 13:42 The Role of PR in AI Search 14:46 Get Cited By THESE Websites 18:13 SEO Strategies in the AI Era 25:07 Is SEO Actually Dead? 33:16 HubSpot's Message to The Market 34:27 SEO Evolution and Traffic Trends 34:54 The Future of Search and LLMs 36:34 Signs You Have The Wrong Product 40:01 Scaling AI Search Content 46:38 The Role of PR and AI in Marketing 01:01:42 What Have You Learned?  

We ran a comprehensive model to predict how many layoffs may happen in 2026. To see our math, and try to predict what's next, tune into this full episode of Topline.    Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:43 Show intro & what we're covering today 01:31 Setting the stage: big layoffs & what's coming 01:54 Quiz Pro Quo: the tech ecosystem trivia segment 05:37 Why layoffs are happening in a strong market 10:07 What "AI" actually means 11:28 The Twitter/X effect & middle-management reductions 14:31 AI vs. inefficiency cuts: spectrum check 20:13 Where AI is replacing jobs today 22:13 Executive hiring vs. junior hiring shifts 26:03 Big Tech's speed, efficiency & fewer layers strategy 37:33 The new sales productivity curve 49:03 How to protect your career in an AI world  

The biggest AI companies in the world have made some bold statements about their priorities, but their actions haven't always lined up.   Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Welcome Back to Topline 00:52 How Well Do You Know The AI Bubble? 12:48 AI's Job Market Collapse? 15:19 Anthropic's Controversial Funding 30:25 Where is Funding Going? 47:38 How Should We Invest in AI? 59:39 Lessons and Reflections from 2025  

Dave Kellogg, EIR at Balderton Capital, wrote an explosive piece on the reality of modern startups in 2025. Dave walks us through the winners and losers in the AI era. Read Dave's Article Here: https://topline.beehiiv.com/p/the-era-of-haves-and-have-nots Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:47 Introduction & editorial setup 03:03 Defining winning: market share as goal 07:09 Marathon vs sprint; growth tradeoffs 12:02 Switching costs, returns, and herd dynamics 21:42 Disruption resets order; capital to #1 25:06 Easy-come growth vs durable ARR 28:18 Creative destruction and incentives 33:31 Winning by ownership type 36:39 Strategy over grind; #2 playbook 40:33 Labor leverage, RTO, and 9-9-6 culture 53:31 Stalled SaaS: valuations, NRR, and growth 1:01:00 Consolidation, moats, domain expertise 1:04:45 Outro & where to follow  

The Topline crew, joined my Kyle Norton from the Revenue Leadership Podcast, look at the newest ChatGPT usage data. This is getting unhealthy   Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast.   Chapters: 00:00 AI's Personal Health Impact  00:37 Intro & Today's Three Topics  01:38 ChatGPT Usage Study Overview  02:34 Non-Work Usage Surges to 73%  05:05 Writing Beats Search for Work  06:00 Companionship & Personal Advice Use Cases  10:57 Switching Tools vs Staying Put  19:10 Centralizing AI Workflows & Infrastructure  21:01 Phone-First Sales Tech Stack  23:32 Reading Our Last 13 ChatGPT Chats  27:08 AI for Health: Power & Risks  32:17 Vibe Coding Traffic Slide  36:13 Vibe Coding's Audience & Use Cases 40:21 Trust Gap & Product Focus  42:51 Leading Through Momentum Slowdowns  50:11 Europe's Startup Problem  51:28 Firing Laws, Risk & Funding Gaps    

We ran an analysis on some of the biggest Private Equity assets and acquisitions. Is the explosion of this space a bubble, or is there something deeper happening here? 3 CEOs debate!   Chapters: 00:00 – Private Equity's Reach 05:00 – The Broader Impact of Private Equity 10:00 – Toll Roads, Robert Moses, and Infrastructure Power 15:00 – What It's Like to Work for Private Equity 23:50 – Inside Vista and the Private Equity Playbook 27:50 – Preparing for a Private Equity Acquisition 30:50 – Founder Perspectives on Being Acquired 38:10 – The Role of AI in Private Equity 40:00 – OpenAI's Product Velocity & Sora 2 44:30 – Art, Compute, and Culture 48:00 – Technology, Purpose, and Human Play 51:20 – The Optimistic Lens 54:00 – OpenAI's Velocity and Strategic Position 56:00 – Market Reactions & Acquisitions 58:30 – Microsoft's Response 1:00:50 – Culture, Standards, and Leadership Lessons 1:04:50 – Closing Reflections   Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!