Mostly Growth SEO’s Collapse, Job Hunt Grind & Cone King Bob
Oct 3, 2025
The discussion kicks off with the impact of AI on traditional growth metrics like T2D3, questioning its relevance in today’s fast-paced market. They explore the alarming drop in SEO traffic and whether AI Engine Optimization can be the new game changer. The podcast dives into the harsh reality of today's tech job market, where CS grads face daunting unemployment rates. Lastly, the hosts poke fun at cringe-worthy LinkedIn posts and reveal unexpected pricing insights from renting traffic cones, combining humor with valuable lessons.
AI Snips
Chapters
Transcript
Episode notes
ARR Needs Context Not Blind Trust
- ARR is no longer one-size-fits-all because AI and marketplace models change margin and stickiness dynamics.
- Treat ARR by composition (agent vs principal, pass-through costs) before using it for valuation.
Confirm Unit Economics Before Valuing ARR
- Dig into unit economics to see if a company is an agent or principal and whether revenue is pass-through.
- Only trust ARR multiples after confirming gross margin and control over pricing.
LLMs Are Rewriting Search Discovery
- Search behavior is shifting from click-to-site to LLM recommendations and comparative listicles.
- This creates a new growth channel where being the best-curated list wins discoverability.