How to Crush Your Keynote (Even If You’re Dying Inside)
Run the Numbers
Where AI Value Is — Horizontal vs Vertical
Hosts discuss how many AI companies are horizontal/consumer-first, with some vertical examples and product-led growth dynamics.
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Conference season is back, and CJ and Kyle are swapping stories from the stage—how to nail a keynote, whether conferences are worth the money, and why your walkout song matters more than you think. From there, they dig into a new a16z report revealing where AI startups are actually spending their dollars, and CJ shares results from his summer survey showing that CFOs talk a big game about measuring AI ROI—but nobody knows how to do it. The crew also unpacks how SaaS companies like Slack are bundling AI into their products and hiking prices, before spiraling into a late-night “potentially reliable” rabbit hole featuring a Soviet pole vaulter, beat-and-raise forecasting, and J. Edgar Hoover. They close with lessons on pricing in the real world (yes, Amsterdam’s architecture is involved) and one experiment CJ tried this week.
Timestamps:
00:00 Preview and Intro
02:03 Walkout Songs & Kicking Off Conference Season
04:12 Sponsored Segment — Metronome
05:16 How To Give a Great Keynote and Not Bore the Room
11:16 Are Conferences Worth the Money
16:02 What AI Companies Are Actually Paying For — The a16z Report
21:56 Summer Survey Results: The Elusive ROI of AI
23:56 Why No One Knows How To Measure ROI on AI
29:38 SaaS Companies Forcing AI — Bundling, Pricing, and Pushback
35:32 A Potentially Reliable Thing I Read at 2 AM
36:02 Soviet Pole Vaulter, Beat-and-Raise Forecasting & Hoover’s Borders
41:02 Pricing in the Real World — Lessons from Amsterdam’s Skinny Houses
44:37 Something I Tried This Week — Fixyer
Episodes Referenced: Are You Bad at LinkedIn… or Is the Algorithm Lying?
Why Founders Are Posting Sad Dinners
Links:
https://a16z.com/the-ai-application-spending-report-where-startup-dollars-really-go/
https://www.growthunhinged.com/p/how-to-nail-your-next-big-talk
https://www.leahtharin.com/p/113-vincent-pierri-how-to-deal-with
https://www.mostlymetrics.com/p/it-was-the-summer-of-25
https://www.clearspaceliving.com/blog/why-dutch-stairs-are-so-steep/
https://mjwrightnz.wordpress.com/2012/10/28/amsterdams-taxing-narrow-houses/
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