ARR Composition: Agent vs Principal and Misleading Metrics

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AI may be rewriting the playbook for growth, but it’s also leaving behind some of the old startup gospel. CJ and Kyle (with Ben jumping in) dig into what happens when the “rules” no longer fit — from dead frameworks and disappearing SEO traffic to board members quietly checking out.

Is T2D3 Dead? Did AI Kill It? The “triple-triple-double-double-double” path to $100M ARR worked in the old SaaS world. But what happens when AI companies blow past $100M in less than a year — often with questionable margins and pass-through revenue?

SEO Down 20–40%: Is AEO the Savior? Google traffic is tanking. ChatGPT is rewriting recommendations. Is “AI Engine Optimization” the new growth channel, or just SEO with a different wrapper?

The Brutal Tech Job Market CS grads face unemployment rates double those of art history majors. With 5,000+ applications going nowhere, does anyone get hired without networking or Loom videos anymore?

Is Your Board Quiet Quitting? When growth slows and AI isn’t your story, some VCs go ghost. From missing intros to pushing for M&A, boards are quietly exiting stage left.

Business Blunders

* Hospital Bed LinkedIn Photos: Hustle so hard you end up in the ER (and still post about it).

* The @Company Non-Tag: Execs copy-paste updates but forget to actually tag anyone. Peak passive-aggressive LinkedIn.

* Ramp’s Y-Axis Crime: A 0.4% bump in weekend meals turned into a chart that looked like the apocalypse. Two burritos never looked so big.

Pricing in the Real World: Bob’s Barricades It’s not Bob, it’s Happy — and he’s quietly running a barricade rental empire. Fifty cents per cone, thousands per site, tens of millions a year. The most Florida business model you’ve ever heard.

Something We Tried This Week Kyle runs a test with Typeform — what worked, what didn’t, and what it says about the state of survey tools today.

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