Metronome reposted this
Most pre-AI businesses are ‘default dead’ even if they don’t know it. Amusingly, I think most of them think they have it figured it out. They rolled out AI-enhanced product features this year. They’re seeing record-breaking growth. They’re getting rewarded by the street. But the problem is in the business not the product. AI completely changes the value prop of your business. In simple terms if today you’re a seat-based SaaS - you’re selling human augmentation. In an agentic world - you’re selling work. The value frame has shifted, and your commercial model needs to shift as well. Retrofitting into your existing business is OK in the short-term, but eventually we’re all gonna run our business like Snowflake, Databricks, and the hyperscalers - obsessing over NRR and continuous value expansion. This shift affects every internal team - sales, support, product, finance. In the AI regime, the best leaders are treating their business like the Ship of Theseus - replacing planks as quickly as possible.