Topline

Pavilion

The #1 podcast for founders, operators, and investors in B2B tech. Tune in every week to hear Sam Jacobs, AJ Bruno and Asad Zaman discuss and debate the trends, news, and developments impacting the B2B tech world. Enjoy the hot takes, strong opinions, and dry humor.

  1. 1D AGO

    SPOTLIGHT: Raising $55M When You're Not "AI-Native" | Nick Turner, CEO @ Dreamdata

    Nick Turner, CEO of Dreamdata, joins Sam in this special episode of Topline Spotlight. They unpack a challenge many B2B leaders are facing right now: how do you raise capital in a market obsessed with AI when you're not an "AI-native" company? Nick shares his journey from CRO to CEO and what it was like stepping into the top job—only to immediately lead a $55M Series B raise in one of the toughest venture environments in recent history. After speaking with 73 investors in six weeks, he reflects on the realities of fundraising today, investor skepticism around revenue durability, and why profitable, efficient growth still wins. Nick brings nearly 20 years of commercial leadership experience scaling martech companies from Seed and Series A to $75M in revenue. Now leading Dreamdata—a Copenhagen-based B2B marketing attribution and activation platform—he's helping marketers prove what's working and take action on it.

    25 min

  2. 5D AGO

    "SaaS is Dead!" - So What Do We Do Now?

    Over the course of a few days, $300 billion in market cap was wiped out from public SaaS companies. Looking at the ten most notable US publicly traded SaaS companies over the last six months, they have lost upwards of $600 billion. The public markets are signaling that the classic VC-funded SaaS model is under massive pressure to show rapid AI integration and tangible revenue growth. This episode examines the fallout of the SaaS market correction and what it means for go-to-market operators. We discuss the shift away from legacy system of record platforms toward agile, AI-native solutions that eat labor budgets. The conversation covers how to adjust your GTM strategy if you are not growing at AI rates, why cash flow is now king over growth at all costs, and how to build a resilient enterprise pipeline generation engine. Finally, we share predictions on which SaaS stocks might bounce back from the dip. Key Takeaways Companies failing to match AI-driven growth expectations are facing severe valuation resets from public markets, as AJ Bruno explains that "The argument you're hearing is AI will replace SaaS... that's the lazy argument... What AI is doing is it's compressing the time value of money." Software businesses unable to achieve hypergrowth must pivot to strict operational efficiency, with Sam Jacobs noting, "If you're generating $50 million growing 25% and you're just breaking even, I need you to either grow faster or be more profitable." Go-to-market professionals at legacy software companies have a limited opportunity to pivot their careers toward emerging technology, as Asad Zaman advises, "Right now the window is open... That window will get smaller and smaller as time grows by. So if you are not confident in your company, this is the time to make a shift and enter the new world." Connect with the Hosts & Guests: Host: Sam Jacobs  Host: AJ Bruno Host: Asad Zaman Topline is more than a YouTube Channel: Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Introduction to the SaaS Collapse 07:12 Billions Wiped From SaaS Market Caps 10:44 Compressing the Time Value of Money 14:27 Why Revenue Growth Trumps All 20:56 The Threat of AI Inference Costs 25:17 Shifting Careers to the AI World 28:21 Entering the Slow Growth Movement 35:27 Building Long Term Craft Businesses 38:29 Winning the Long Brand Game 42:03 Founder Burnout and Pivot Challenges 48:24 Managing Investor Board Expectations 52:02 Reengineering for a Platform Shift 60:57 Public SaaS Stock Rebound Picks

    1h 5m

  3. FEB 15

    The Business Case for Robot Overlords (Or At Least Robots That Unload Trucks) | CEO AJ Meyer

    AJ Meyer, CEO of Pickle Robot, isn't betting on general-purpose humanoid robots. Instead, he's a believer in robots and Physical AI which solve specific, high-volume problems. AJ joins Sam and Asad to reveal how he recently secured a nine-figure enterprise contract and why "boring" logistics tasks are the gateway to mass adoption of robots. But with mass adoption's opportunities, so too are there new risks. AJ shares that while physical safety is an important consideration, the cybersecurity risk of a networked robot workforce is what needs the most attention right now. This and a ton more in this week's episode of Topline with Sam Jacobs (CEO @ Pavilion) and Asad Zaman (CEO @ Sales Talent Agency). Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast! Chapters: 00:00 Teaser and Introduction to AJ Meyer 02:53 The Convergence of Physical and Digital AI 05:50 Safety Constraints and the "Acrobat" Robot Disaster 09:19 Mobile Manipulation vs. General Purpose Humanoids 12:47 Cybersecurity Risks in Connected Robot Networks 18:52 AI Surveillance and Authoritarian Risks 28:01 Debunking the Myth of Unskilled Labor 34:54 The Moving Goalposts of AGI 38:19 Solving the Open World Generalization Problem 42:09 Why Foundation Models Need Systems Engineering 48:23 Designing Business Models for Enterprise and Mid-Market 53:20 The Nine-Figure "ChatGPT Moment" for Robotics 58:14 Transferring SaaS Go-To-Market Skills to Hardware 01:03:45 Taste and Judgment as Career Differentiators 01:07:50 Hiring Needs and Closing Thoughts

    1h 10m

  4. FEB 8

    Mark Roberge (Ex-HubSpot CRO): "AI Startups Will See the Highest Failure Rate in History"

    Mark Roberge is calling it now: we are about to witness the highest failure rate for a single cohort of startups in the history of tech. As author of Science of Scaling, and co-founder of Stage 2 Capital, Mark joins the pod to dismantle the "growth at all costs" mindset that still plagues founders. He explains why the assembly-line sales model is dead and how AI will force a return to the full-cycle "rainmaker" rep. **Key moments:** The AI Bubble: Why the index fund of the last two years of AI investments is likely doomed. Fixing Your ICP: And how optimizing for CAC or inbound volume without ICP fundamentals in place is a recipe for disaster The 80% Rule: How AI moves reps from 25% selling time to 80%, and what that means for the future of SDR, AE, and CS functions LIR - What it is and Why It Matters: Why every board deck needs a a LIR slide to predict product-market fit before revenue numbers hit **Note:** Mark is donating 100% of the proceeds from his new book to mental health causes. Grab a copy of *The Science of Scaling* on Amazon!   Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Introduction: Mark Roberge and The Science of Scaling 03:44 Founder Turnover and Loyalty in the AI Era 06:18 Navigating Founder Burnout and Strategic Pivots 16:30 Predicting High Failure Rates for AI-Native Startups 18:57 The Origin Story Behind The Science of Scaling 24:51 Why Most Companies Define Their ICP Wrong 28:34 The Leading Indicator of Retention (LIR) Framework 32:30 Real-World Example: Shifting ICP Based on Retention 37:22 Who Should Own Product-Market Fit? 43:23 Transitioning GTM Strategies from SaaS to AI 47:29 The End of Specialization: Collapsing GTM Roles 51:12 Solving GTM Inefficiency by Increasing Selling Time 56:50 How to Pilot the Consolidated "Ninja AE" Role 01:04:29 Designing Organizations for Rainmakers vs. Average Reps 01:08:01 Mental Health, Gratitude, and Closing Thoughts

    1h 14m

  5. FEB 1

    AI Talent Wars: OpenAI, Thinking Machines & Meta Fighting For Breakthroughs

    The AI arms race is getting ugly. With top talent bouncing between Thinking Machines and OpenAI, the guys debate a critical question for every leader: Is loyalty dead, or has Silicon Valley just stopped pretending? Sam, Asad, and AJ discuss the ethics and dangers of the "secure the bag" mindset and what it means for building enduring companies. They also pivot to the tactical side of leadership, breaking down why most managers wait too long to fire and the hard truth that "what you allow, you encourage." Key topics: The Thinking Machines exodus: Performance issues or corporate sabotage? Do ethics actually matter when the prize is AGI? The one management mantra every GTM leader needs for a high performing team Quitting the content hamster wheel: The hosts' priorities for the next chapter.   Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Intro: Top Line, Pavilion Gold, and Today's Agenda 02:28 The Thinking Machines Exodus and OpenAI's Hiring Spree 08:08 Capital Incentives: Why Tech Talent Has Become Mercenary 14:03 The Core Debate: Do Values Matter in Modern Tech? 18:41 The "Get the Bag" Mentality vs. Building Forever Companies 23:00 The Risks of Accelerating into a Future Without Ethics 31:28 Impact on GTM: Shorter Tenures and Transactional Hiring 34:25 Why Swiftly Correcting Underperformance is an Act of Loyalty 45:00 Why Organizational Values Are Useless Without Defined Behaviors 01:00:38 Final Question: What Are You Under-Prioritizing for 2026?

    1h 7m

  6. JAN 25

    The Job Market Just Completely Flipped (Nobody's Talking About It)

    AJ and Asad talk about one of the most insane job markets we've ever seen, the rise of AI agents, and the future of AI's talent wars.  Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Introduction and Hosts 00:32 The Golden Age of Sales 00:55 Sales Roles and AI 12:30 Branding vs. Performance Marketing 21:05 The Role of Brand in B2B Tech 30:18 The Notion Dilemma 40:40 The Importance of Letting Go  50:39 The Golden Era of Sales  59:59 Reading Tips and Longevity Investments

    1h 7m

  7. JAN 18

    These Charts Explain 2026

    Sam, Asad, and AJ are back to debate the hard numbers shaping the GTM landscape in 2026. The consensus? The freeze is thawing, but the rules have changed. Sam predicts we've entered the "Year of the Deal." Investors are exhausted, founders are tired, and the market is finally ready to clear—even if that means restructuring cap tables to take the win and move on. Asad brings the sobering data on the "Great Concentration," revealing that almost half of venture capital went to a surprisingly small number of companies, while AJ argues that without a compelling AI narrative, traditional SaaS assets will face a brutal valuation ceiling.   Chapters: 00:36 Welcome to 2026: Intro and Hosts 02:30 Quiz Pro Quo 08:56 Sam's Prediction: The Year of the Deal 13:53 AI-Native vs. Traditional Investment Trends 16:42 Founder Exhaustion and the Acceptance of Lower Exits 19:40 The VC Perspective on Clearing "Vintage" Funds 24:00 Advice for Seed Founders: Shut Down or Sell? 28:22 Sam's Bearish Take on OpenAI's Financials 31:12 Testing the Stickiness of AI Models 38:03 Asad's Prediction: The Era of Capital Concentration 43:21 Why 2026 Will See Increased Layoffs 46:37 The Confusion of a High-Churn Job Market 50:19 Shoutouts and Personal Reflections

    56 min

  8. JAN 11

    The 13 AI Agents Inside a $90 Billion Machine

    MIT reports that 95% of AI initiatives are failing to show ROI. Pablo Dominguez, Operating Partner at Insight Partners, joins the show to explain how to escape that group, and be in the 5% of companies that succeed. Pablo opens the playbook on "Dylan," Insight's internal system of 13 autonomous agents that cut their due diligence process from 35 hours down to 14. Other high points: How Insight used tools like Relevance AI and Gong to build an agent swarm that handles research, analysis, and data cleaning. Why Engineers aren't necessarily who you'd want to build these workflows (and who you need instead) How the CEO of a successful SaaS company is aiming for 5x developer productivity in 2026 Plus the "why" behind some spicy 2026 predictions like: the death of the traditional CRM, Sam Altman's potential exit from OpenAI, and the coming consolidation of "vibe coding" platforms. Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Introduction: Pablo Dominguez and Insight Partners 04:57 Insight's Structure and Value Creation Engine 08:12 Why Most Companies Fail to Get AI ROI 11:05 Case Study: Automating Diligence with AI Agents 15:39 Resources Required to Build Autonomous Systems 21:23 Managing Hallucinations and Accuracy in AI 31:09 Scaling AI Literacy and Organizational Fluency 37:15 Measuring Engineering Productivity and Cloud Coding 43:14 Balancing AI Automation with Human Authenticity 52:23 Market Trends: Buyer Behavior and Churn Risks 57:18 The Spectrum: From Workflows to Agentic Systems 01:01:13 Why Retention Issues Are Always Product Problems 01:04:35 Bold Industry Predictions for 2026 01:05:43 The Potential Death of the Traditional CRM

    1h 13m
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5
out of 5
24 Ratings

About

The #1 podcast for founders, operators, and investors in B2B tech. Tune in every week to hear Sam Jacobs, AJ Bruno and Asad Zaman discuss and debate the trends, news, and developments impacting the B2B tech world. Enjoy the hot takes, strong opinions, and dry humor.

Information

  • Creator
    Pavilion
  • Years Active
    2023 - 2026
  • Episodes
    232
  • Rating
    Explicit
  • Copyright
    © 012671
  • Show Website
    Topline

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