Einar: If you're at $1.7M and growing and want to sell, please *wait until $2M.* Much better competitive landscape for you. Similar discontinuities at $5M and $10M.
@patio11
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ARR Thresholds Drive Startup Valuation Step-Up at $1-2M
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Einar: ARR impacts valuation. More buyers, not fewer, as ARR increases (up to tens of million in ARR), because less dominant frictional costs to integrate you. There is large step-up in valuation at about $1M to $2M in ARR versus just a few hundred thousand south.
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Using AI to Extract Blog Posts From Interviews Efficiently
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Similarly I think there are a lot of interviews/etc which have a blog post that can get extracted out of them and I think an AI can do a very good first cut of that blog post before you give it to a junior marketer for polish/human touch/etc.
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AI as Force Multiplier for Podcast Transcripts
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Me: AI a really good force multiplier in addition to being an editor. If you have a podcast you should definitely have a transcript (a strong opinion I have, held by relatively few podcasters because it is historically difficult to do it well). AI is *very good* as a tool here.
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AI Best for Editing Your Content, Not Generating It
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Amanda: AI far better used for editing marketing content that *you* are the author for versus "Make me a piece which…" If you start using AI for "good enough" content, you will forget what "good" actually is.
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LLMs Defer to Official Web Surfaces When Describing Brands
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Amanda: An increasing portion of customers are getting their first exposure to you through a chat with an AI agent you don't control. Me: Generally speaking my experience is leading LLMs are *strikingly* deferential to one's official web surfaces in describing one, by default.
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Meta Internal Data Shows Platforms Suppress External Link Traffic
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Meta's internal data: 97.3% of views are to posts which do not have an external link. "Platforms do NOT want to send you traffic." Amanda represents Meta tells business ads users to put link in comments. (I have no reason to doubt this representation.)
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AI Rapidly Gaining Ground in Global Search Market Share
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Traditional search engines (Google) down to about an 80% share of esearches. Commerce platforms (Amazon etc) 10%, social networks 5%, AI 2% and growing rapidly.
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AI Token Costs Drive Outcome-Based Pricing in SaaS
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In response to a question: Anthony: Given how tokens work (and become COGS), expect more outcome based pricing in SaaS companies. Though, even the AI labs have fixed-price subscriptions for some of their products.
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AI Tooling Will Boost Software Reliability for Small Teams
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Me: I actually expect that software reliablity goes up rather than down over the next 2-3 years as the tooling for this gets just radically better and weirder than anything we've had before. Small teams are going to get BigCo levels of reliability. Not perfect but Really Good.