The idea that 10x’ing outbound with AI will bring CAC down i...

The idea that 10x’ing outbound with AI will bring CAC down is insane. Deep trust within your category will be essential to have credibility to get a meeting, let alone to sell. This will drive a huge change now only in how companies are built but in what models are viable and who builds/runs them.

yoni rechtman

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The AI industry is in a curious state rn. Billions are being spent on capex, credits and tokens…yet few new incremental customer revenues are being generated - at least that I see. Two potential explanations: 1) AI is an efficiency play so... See more

Chamath Palihapitiya x.com

This was extremely effective – so much so that buyers became inundated with emails, cold calls and LinkedIn messages (and then stopped replying). The overall volume of outbound has ballooned; it’s harder and harder to make manual BDR/SDR teams economical, especially if a startup hasn’t fully honed its ideal customer profile (ICP) and messaging.

Kyle Poyar • The emerging startup playbook

Fine, I'll say the thing that no-one is saying... There's a bunch of AI companies with $1-10M "ARR" raising big VC money on what I'll call "curiosity revenue" - not real sustainable ARR. Basically, what's happening right now is a lot of people have high willingness to try AI products.... See more

GREG ISENBERG x.com