The End of LTV to CAC: Rethinking SaaS Metrics for AI

11 snips

Jan 7, 2026

The hosts explore the surprising success of Domino's stock, highlighting its tech-driven strategy and mobile innovation. They dive into the shift from traditional metrics to new AI-driven measures like gross profit per token. Discussion also includes private equity's interest in pickleball and how sales compensation is evolving as companies adapt to AI. Real-world pricing quirks also get attention, including peculiar hotel pet fees and the challenges of usage-based pricing for infrastructure. It's a fascinating look at the new landscape of business growth.

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ANECDOTE

Domino's Tech-Forward Turnaround

Domino's outperformed big tech in the 2010s and rode a marketing and mobile playbook to huge share-price gains.
Kyle and CJ highlight Domino's tech-forward franchise turnaround as a repeatable operational success story.

ANECDOTE

Pickleball As A Roll-Up Opportunity

Pickleball exploded into a private-equity roll-up with assets across courts, e-commerce, tournaments, and media.
The hosts note owning courts, memberships, and media rights creates multiple monetization channels for a growing sport.

INSIGHT

Gross Profit Per Token Matters

Token consumption is a core usage metric for AI products but alone is misleading like fuel burn.
Measuring gross profit per token reveals whether token usage translates to profitable value, correlating with company multiples.

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