The AI Revolution Show

Alex Theuma / Shift AI

The rules of B2B software are being rewritten. The AI platform shift isn't coming — it's here. And the founders who understand it earliest will build the companies that define the next decade. The AI Revolution Show is the intelligence podcast for B2B software founders navigating that shift. Every episode, host Alex Theuma sits down in person with the founders living through it — the SaaS operators rebuilding their businesses for the AI era, and the AI-native builders who never looked back. No PR polish. No rehearsed talking points. Just honest, field-level conversations about what's actually working, what's breaking, and where software goes from here. Brought to you by Shift AI — the conference and community for founders building software in the AI era. Subscribe wherever you listen to podcasts.

  1. 2d ago

    Bolt-On AI Doesn't Work. Eléonore Crespo, Co-CEO of Pigment, on Why You Have to Rebuild from Scratch

    Finance teams at Anthropic, Coca-Cola, and Unilever have stopped using spreadsheets entirely. Is your business planning keeping pace with the speed of the market, or are you running a Formula 1 race with a bicycle? Alex Theuma sits down with Eléonore Crespo, co-CEO and co-founder of Pigment, the AI performance management platform that has doubled revenue for three consecutive years and recently crossed $100M ARR. Eleanor shares why bolt-on AI is a losing strategy, how Pigment is cutting enterprise implementation from nine months to 20 days, and what it actually takes to build and defend a moat in the age of agents. In this episode, we explore: (02:06) Why Eleanor keeps engineering in Europe and sales in the US (04:09) Crossing $100M ARR with three straight years of revenue doubling (08:11) Why large enterprises cannot just run their business on Claude (10:23) How Pigment pivoted from pre-AI infrastructure to agentic workflows (12:05) Eleanor's three rules: AI-native thinking, moat-building, and speed (22:50) Why two co-CEOs works, and how they handle opposing visions (27:31) Launching a free trial inside an enterprise sales motion (33:10) What people dangerously underestimate about execution and great teams The AI Revolution Show is the intelligence podcast for B2B software founders navigating the platform shift, the founders building through it, and the founders already on the other side. Hosted by Alex Theuma, founder of Shift AI Events. Subscribe so you don't miss the next episode. This episode is brought to you by Leapsome. For more information, visit Leapsome: https://hubs.li/Q04xm8f_0.

  2. Sep 4

    Why Pricing Is a Leaky Bucket: Krzysztof Szyszkiewicz on the Mistake That Kills SaaS Companies Slowly

    Most SaaS founders touch pricing once every two or three years. In the AI era, that might be the single most expensive decision they never consciously make. Krzysztof Szyszkiewicz, founder of Valueships and former McKinsey pricing specialist, has run surveys across 40 to 50 companies a year and the data is clear: the noise is wrong, and moving to pure usage-based pricing without a process behind it can do serious damage. Host Alex Theuma talks with Krzysztof about why 95% of Valueships engagements end with a price increase, how to identify the right value metric before changing anything, and what separates a pricing transformation from a pricing disaster. If you suspect your pricing is wrong for the AI era, this episode tells you where to start. In this episode, we explore: (02:26) The single most expensive pricing mistake SaaS founders repeat (05:23) What Valueships does and why Krzysztof built it (08:52) What AI is actually doing to SaaS pricing models right now (10:57) Why a 180-degree shift to usage-based pricing backfires (13:35) How to identify the value metric worth charging for (21:31) The Lovable example: changing pricing 12 times in one year (24:06) What AI-native founders should do differently from day one (32:49) Krzysztof's one action for founders who suspect their pricing is wrong The AI Revolution Show is the intelligence podcast for B2B software founders navigating the platform shift, the founders building through it, and the founders already on the other side. Hosted by Alex Theuma, founder of Shift AI Events. Subscribe so you don't miss the next episode.

  3. Aug 7

    When Agents Outnumber Humans 3 to 1 — Jay Hack, Head of AI at ClickUp

    Agents outnumbering humans 3 to 1 sounds like a future state. At ClickUp, it is already the baseline, and Head of AI Jay Hack thinks the real ratio is closer to 10 to 1. Jay Hack founded CodeGen, one of the earliest coding agent companies, before it was acquired by ClickUp. Jay now leads AI across the entire platform. With hundreds of thousands of workspaces running agents today, Jay shares how ClickUp governs agents using the same permission model as human employees, why process mining is the most underrated first step for any company getting started, and what it actually takes to drive adoption bottom-up inside a large organisation. In this episode, we explore: (02:02) How Jay built CodeGen as a coding agent before the term existed (05:20) Why ClickUp's unified data model solved CodeGen's biggest technical blocker (09:38) The three-stage hierarchy of agent adoption Jay recommends to every company (13:01) Process mining: letting an agent identify what you should automate first (20:25) How ClickUp governs agents using the same permissions model as human employees (22:57) Jay on the lump of labour fallacy and why ClickUp is still hiring aggressively (25:34) The one thing Jay got wrong: how fast agent capabilities would actually move (28:57) The single action any company can take this week to start with agents The AI Revolution Show is the intelligence podcast for B2B software founders navigating the platform shift, the founders building through it, and the founders already on the other side. Hosted by Alex Theuma, founder of Shift AI Events. Subscribe so you don't miss the next episode.

  4. Jul 30

    Distribution vs. Product: Why Enginy Is Building a Sales CRM to Own Europe Before Touching the US

    Kai Brandt built Enginy to $6M ARR in 24 months with a 65-person team and almost no outside capital, competing directly against tools burning $20M to reach the same number. Alex Theuma sits down with the Enginy co-founder to hear how capital constraints forced genuinely efficient growth, why Europe's multilingual first-party data is a defensible moat US competitors cannot easily replicate, and what it actually takes to keep a founder sharp enough to make good decisions every day. In this episode, we explore: (02:48) Why less funding forced Enginy into genuinely efficient growth (05:51) Building an end-to-end AI sales tool in a category full of point solutions (10:53) What Barcelona gives founders that Silicon Valley cannot (16:04) How Enginy uses its own product as its primary growth engine (19:38) Gamifying LinkedIn posting across the whole team with real cash incentives (24:01) The Claude MCP playbook powering Enginy's internal GTM workflows (35:40) What changes between $3M ARR and the road to $100M (40:51) Why first-party multilingual data is Enginy's long-term competitive moat (44:21) The personal habits Kai changed to stay sharp as a founder The AI Revolution Show is the intelligence podcast for B2B software founders navigating the platform shift, the founders building through it, and the founders already on the other side. Hosted by Alex Theuma, founder of Shift AI Events. Subscribe so you don't miss the next episode.

  5. Jul 16

    Aleks Đekić on 90-Day Cycles, the Sales-Finance Chasm, and Why Your Billing Stack Is Holding You Back

    The average top AI SaaS company is now changing its pricing every 90 days. Most billing stacks were not built for that. Aleks Đekić, co-founder of Alguna, has seen the gap between what sales teams promise and what finance teams can actually bill close far too many deals badly. Alex Theuma sits down with Aleks to cover why outcome-based pricing is further away than LinkedIn suggests, how Alguna's first customer forced them to build a product they never wanted to build, and what it actually takes to align price to value without terrifying your buyers. In this episode, we explore: (01:32) What Alguna does and the founding story behind it (05:45) Why AI has made pricing the most urgent problem in B2B SaaS (08:05) How often top AI companies are actually changing their pricing (11:45) Seat-based pricing under pressure: the model that punishes success (13:11) How to offer usage-based pricing without terrifying your buyers (15:24) The most wrong thing people say about outcome-based pricing (19:53) Getting the first ten customers when no one wakes up wanting to change their billing (23:50) The product Alguna never planned to build and why it became a competitive edge (30:01) Does per-seat pricing survive into 2028 and 2029 (31:35) Which SaaS companies are structurally exposed by the AI shift The AI Revolution Show is the intelligence podcast for B2B software founders navigating the platform shift, the founders building through it, and the founders already on the other side. Hosted by Alex Theuma, founder of Shift AI Events. Subscribe so you don't miss the next episode.

About

The rules of B2B software are being rewritten. The AI platform shift isn't coming — it's here. And the founders who understand it earliest will build the companies that define the next decade. The AI Revolution Show is the intelligence podcast for B2B software founders navigating that shift. Every episode, host Alex Theuma sits down in person with the founders living through it — the SaaS operators rebuilding their businesses for the AI era, and the AI-native builders who never looked back. No PR polish. No rehearsed talking points. Just honest, field-level conversations about what's actually working, what's breaking, and where software goes from here. Brought to you by Shift AI — the conference and community for founders building software in the AI era. Subscribe wherever you listen to podcasts.

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