SAAS Operators

SAAS Operators

3 CEOs from some of the fastest growing software brands and Jack trying to get as much information out of them as possible.

  1. 6D AGO

    E45: Swiping Left on Ads Like Tinder with John Gargiulo

    In this episode we talked to John Gargiulo, the founder of Airpost. Airpost makes new video ads every week for enterprise advertisers spending $1M or more a month on Facebook ads. They've got human creative strategists using a UGC footage library, AI generated clips, and an engine that orchestrates all of it into 10-40 net new ads per client per week. Some of his clients never open the platform. They get a Slack message saying ads are ready, upload them, and run. It’s an agency with full agency, and a little bit of saas. Everyone tried something new with AI. Rishabh talks about how he built an MCP in an afternoon, started using Claude to interact with his own product, and said it was better than the UI his team built. Zach used Cowork to do 3 years of tax credit documentation that would've cost $65K through Deloitte and it only took him half a day. John was running 10 Cowork windows at once, and compared it to running 8 slow cookers in a kitchen. We talked about per-seat pricing dying once customers demand MCPs. The 10/80/10 model came up too. 10% is direction, 80% is execution, 10% is evaluation. That 80% of leverage might be headed toward 98%. The only part that doesn't get handed to an agent is the judgment call. What to build, where to aim, and whether it's actually good. We talked about how AI is actually making your day harder. When the busywork disappears, every hour is focused on real decisions. You become the bottleneck to your own agents. And the people pumping the brakes? Usually working through something emotional. The question everyone keeps circling is what do humans do when AI can do the work?

    54 min
  2. FEB 23

    E44: 3,500 Customers and Zero Outbound with Shaan Arora

    In this episode we talked to Shaan Arora, the co-founder of Alia, about bootstrapping Alia Popups from $1M to $9M ARR in a year, bootstrapped, with zero outbound, and no venture capital. He started building Alia when he was 20, because he interned at Credit Suisse and decided he would do whatever it took to work for himself. Two customers, $20 a month, getting Etsy accounts blocked from cold outreach that most people would be embarrassed to do. Now he's got 3,500 customers, up from 1,100 last year, a 30 person team, and the freedom to design whatever he wants next. 60% of their revenue comes from agency partners. The rest is word of mouth and referrals. People literally right click to inspect element on sites they like, see Alia in the code, and sign up. Their ACV 3x'd in the same period because bigger brands started showing up. Rishabh shared a stat that three enterprise customers at their company represent the same GMV as thousands of Shopify brands combined, making the case that depth of scale teaches you more than breadth of scale. We talked about whether Alia should expand outside Shopify or go deeper. Rishabh's take is the business is already telling you what to do, just follow the line. Jeremiah talked about expectations being lower outside Shopify and how that might actually be a good thing. We got into the agents conversation. What happens when someone spins up an LLM, connects it to Shopify and Twilio, and just does the thing your software does for pennies. Rishabh's counter is that the real job of a software vendor was always economies of scale and knowledge across customers, and that doesn't go away. Jack talked about wanting software that just does everything for him, the supremely lazy version of agentic commerce. We also talked about why taking capital might be the move right now, why the window to use it as a weapon doesn't stay open forever, and why Shaan can basically design whatever deal he wants at this stage.

    53 min
  3. FEB 2

    E41: How to build for Shopify in 2026 with Daniel Patricio

    In this episode of the SaaS Operators, we talked to Daniel Patricio, the founder of ABRA Promotions. Daniel told us his story, from building startups in university, to working at a fast growing design agency, to spending eight years at Shopify through the IPO, and then leaving in 2021 to go full time on his own ecommerce business, selling South African Biltong.We talked about what broke for him after iOS 14, how discounts and offers are still way more complicated than they should be, and the moment he realized merchants needed storefront pricing that actually changes for the customer who is eligible.Daniel explains how ABRA started as a prototype in 2022, why the first year hard because nobody understood the product, and how Shopify’s shift from Scripts to Functions helped ABRA become the answer for more advanced discount use cases. He also shares what it looked like to grow 14x in a year, then another 3x the year after, and why staying bootstrapped gave them more optionality.We talked about Shopify’s direction, what “enterprise” really means in ecommerce, why the best merchants move fast and the enterprise moves slowly, and whether Shopify could ever build around ABRA or if the discount problem becomes big enough, just acquire a discounts app.We also get into ABRA’s partnership driven go to market, why positioning is less important than finding specific cracks partners care about, and how an eight person team ships quickly by keeping engineers close to the problem and avoiding heavy specialization.

    51 min

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3 CEOs from some of the fastest growing software brands and Jack trying to get as much information out of them as possible.

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