Mostly Growth

Mostly Media

Mostly Growth is a podcast from Mostly Media where go-to-market strategist Kyle Poyar and CFO CJ Gustafson break down how modern companies make money. Each episode focuses on pricing, monetization, and benchmarks—translated into clear tactics and playbooks you can actually use. Built for finance, product, and sales operators who want to think like owners and be the CEO of their role.

  1. What Disney and Dude Perfect Teach Us About Creator Businesses

    -2 J

    What Disney and Dude Perfect Teach Us About Creator Businesses

    In this episode of Mostly Growth, the number one podcast in product monetization, CJ and Kyle break down the creator monetization flywheel, from Disney’s original “Total Merchandising Concept” to Dude Perfect’s modern media empire. They unpack why trust sits at the center, how creators sequence new revenue pillars, and what their own flywheels could become across content, community, talent, consulting, products, and events. — SPONSORS: Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run Lightfield is an AI-first CRM built for modern sales teams that want to manage deals without manual data entry or dashboards. By joining sales calls, reading emails, and maintaining full account context, Lightfield helps teams prioritize deals, automate follow-ups, and stay prepared for every interaction. It’s like having a sales coach, RevOps analyst, and EA in one. Start a 14-day free trial at https://www.lightfield.app and use code MOSTLYGROWTH to get 3 months free. beehiiv is a modern newsletter platform built for creators who want to grow and monetize their audience without platform tax. With best-in-class deliverability, built-in automations, customization, and powerful analytics, beehiiv helps writers scale with full ownership of their audience. Trusted by serious newsletter operators, it’s designed for people who treat newsletters like a business. Try it free at https://www.beehiiv.com/kyle and use code KYLE30 for 30% off your first three months. — LINKS:  Mostly Metrics: https://www.mostlymetrics.com CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/ Growth Unhinged: https://www.growthunhinged.com/ Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/ Slacker Stuff: https://www.slackerstuff.com/ Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/ — TIMESTAMPS: 0:00 Vacation and TSA global entry kids 2:16 Intro 4:21 Disney's 1957 total merchandising concept 8:01 Dude Perfect: stadium, show, and shelf 10:45 Sponsors — Tabs | Lightfield | beehiiv 13:46 CJ's mostly media empire sketch 17:02 Content vs. audience at the center 17:41 The content creator mullet 25:42 Kyle's flywheel: consulting, media, insights 32:35 Niching down into sub-brands 33:14 Multiplayer game or solopreneur? 34:16 Business blunders 34:19 Anthropic's AB test pricing blunder 35:41 CJ runs household finances through Claude 36:43 Credits #MostlyGrowthPodcast #CreatorEconomy #ProductMonetization #GrowthStrategy #SaaS

    37 min
  2. beehiiv’s Founder on Nearly Selling the Company and Starting Over

    24 AVR.

    beehiiv’s Founder on Nearly Selling the Company and Starting Over

    In this episode of Mostly Growth, the number one podcast in product monetization, CJ Gustafson and Kyle Poyar are joined by beehiiv co-founder and CEO Tyler Denk to talk about why he shares the company’s revenue, burn, and cash so publicly, how beehiiv reset the business after nearly selling and cutting spend by 90%, how growth and onboarding differ across creators, brands, and media companies, and why more software companies are starting to think like media businesses. — SPONSORS: beehiiv is a modern newsletter platform built for creators who want to grow and monetize their audience without platform tax. With best-in-class deliverability, built-in automations, customization, and powerful analytics, beehiiv helps writers scale with full ownership of their audience. Trusted by serious newsletter operators, it’s designed for people who treat newsletters like a business. Try it free at https://www.beehiiv.com/kyle and use code KYLE30 for 30% off your first three months. Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run Lightfield is an AI-first CRM built for modern sales teams that want to manage deals without manual data entry or dashboards. By joining sales calls, reading emails, and maintaining full account context, Lightfield helps teams prioritize deals, automate follow-ups, and stay prepared for every interaction. It’s like having a sales coach, RevOps analyst, and EA in one. Start a 14-day free trial at https://www.lightfield.app and use code MOSTLYGROWTH to get 3 months free. — LINKS:  Guest: https://www.linkedin.com/in/tyler-denk/ Company: https://www.beehiiv.com/ Mostly Metrics: https://www.mostlymetrics.com CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/ Growth Unhinged: https://www.growthunhinged.com/ Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/ Slacker Stuff: https://www.slackerstuff.com/ Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/ — RELATED EPISODES: Building a CRM for the future https://youtu.be/7OQ0kgU4zps — TIMESTAMPS: 0:00 beehiiv MCP discussion 3:54 Building in public: revenue transparency 6:19 Acquisition interest: why Tyler stayed the course 8:46 Morning Brew origin story 9:06 Platform consolidation thesis 11:23 Sponsors — beehiiv | Tabs | Lightfield 14:23 Wide ICP challenge: PLG to enterprise 16:52 Podcast launch success 17:42 Multi product stickiness and churn 20:33 Ad network and SaaS flywheel 24:58 Ad revenue vs. subscription thesis 26:03 Boost feature for subscriber acquisition 26:58 Creator economy M&A wave 28:07 Hustle acquisition analogy 33:36 Creator Spotlight origin and evolution 34:20 Top 3 growth bets to 50M ARR 35:07 Bet 2: enterprise sales 36:20 Bet 3: ad network / ML investment 37:30 Bet 4: MCP as agentic infrastructure 37:43 Things we tried: Claude skill building 40:05 Credits #MostlyGrowthPodcast #CreatorEconomy #Newsletter #SaaS #ProductGrowth

    41 min
  3. The SaaS Identity Crisis

    22 AVR.

    The SaaS Identity Crisis

    In this episode of Mostly Growth, the number one podcast in product monetization, CJ Gustafson and Kyle Poyar break down why “SaaS” may have become a dirty word, HubSpot’s shaky AEO launch, Legora’s big Jude Law swing, Elena Verna’s point that users now teach themselves software, and whether Allbirds is headed for the bleakest AI pivot in tech. — SPONSORS: Lightfield is an AI-first CRM built for modern sales teams that want to manage deals without manual data entry or dashboards. By joining sales calls, reading emails, and maintaining full account context, Lightfield helps teams prioritize deals, automate follow-ups, and stay prepared for every interaction. It’s like having a sales coach, RevOps analyst, and EA in one. Start a 14-day free trial at https://www.lightfield.app and use code MOSTLYGROWTH to get 3 months free. beehiiv is a modern newsletter platform built for creators who want to grow and monetize their audience without platform tax. With best-in-class deliverability, built-in automations, customization, and powerful analytics, beehiiv helps writers scale with full ownership of their audience. Trusted by serious newsletter operators, it’s designed for people who treat newsletters like a business. Try it free at https://www.beehiiv.com/kyle and use code KYLE30 for 30% off your first three months. Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run — LINKS:  Mostly Metrics: https://www.mostlymetrics.com CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/ Growth Unhinged: https://www.growthunhinged.com/ Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/ Slacker Stuff: https://www.slackerstuff.com/ Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/ — RELATED EPISODES: Pricing in the Real World: Babies, Bots, and Billing https://youtu.be/T1cjFSZR0k0 Why Distribution Is the Only Moat Left https://youtu.be/quGUbAbvUSw Claude in Excel: The 5-Minute Setup https://youtu.be/g0oV9aWYprk — TIMESTAMPS: 0:00 SaaStock rebrands at its own funeral 4:17 Show intro 4:41 Are SaaS conferences dead? 8:16 HubSpot's AEO tool and Jason Lemkin's takedown 9:40 Sponsors — Lightfield | beehiiv | Tabs 12:40 Launching AI products: you have to come correct 14:58 AEO tools landscape 16:06 Incumbents vs. AI natives on price 19:42 Celebrity endorsements in tech: Lagora and Jude Law 23:05 The trend: Ramp, Salesforce, celebrity branding 23:27 Elena Verna: users discovering AI use cases themselves 25:53 Claude Cowork as a personal AI 27:45 The IKEA effect in AI 29:11 Allbirds pivots to AI: meme stock or real? 31:27 Credits #MostlyGrowthPodcast #SaaS #AIStrategy #ProductMonetization #GrowthMarketing

    32 min
  4. HubSpot, Intercom, and the New SaaS Pricing Battle

    17 AVR.

    HubSpot, Intercom, and the New SaaS Pricing Battle

    In this episode of Mostly Growth, the number one podcast in product monetization, CJ Gustafson and Kyle Poyar break down why SaaS may be heading from nonstop price increases into an all-out price war. They unpack HubSpot vs. Intercom, what cloud, airlines, and streaming can teach SaaS, and how companies should decide when to fight, where to discount, and how to win without destroying their business. — SPONSORS: Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run Lightfield is an AI-first CRM built for modern sales teams that want to manage deals without manual data entry or dashboards. By joining sales calls, reading emails, and maintaining full account context, Lightfield helps teams prioritize deals, automate follow-ups, and stay prepared for every interaction. It’s like having a sales coach, RevOps analyst, and EA in one. Start a 14-day free trial at https://www.lightfield.app and use code MOSTLYGROWTH to get 3 months free. beehiiv is a modern newsletter platform built for creators who want to grow and monetize their audience without platform tax. With best-in-class deliverability, built-in automations, customization, and powerful analytics, beehiiv helps writers scale with full ownership of their audience. Trusted by serious newsletter operators, it’s designed for people who treat newsletters like a business. Try it free at https://www.beehiiv.com/kyle and use code KYLE30 for 30% off your first three months. — LINKS:  Mostly Metrics: https://www.mostlymetrics.com CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/ Growth Unhinged: https://www.growthunhinged.com/ Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/ Slacker Stuff: https://www.slackerstuff.com/ Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/ — RELATED EPISODES: Anthropic Is Catching OpenAI Faster Than Anyone Expected https://youtu.be/HqzjybVek4M Building a CRM for the future https://youtu.be/7OQ0kgU4zps — TIMESTAMPS: 0:00 Intro banter: Olympic fees and resort fees 1:39 Show intro 2:02 Topic intro: era of price wars 3:00 Historical examples: cloud and SaaS 4:00 Streaming wars example 5:23 Airline basic economy example 6:18 HubSpot undercutting Intercom in half 8:41 ERP price war examples 9:56 Sponsors — Tabs | Lightfield | beehiiv 12:56 Whoop: subsidizing adoption 14:41 How to respond: what's the playbook? 15:15 Decide if you should fight the war 19:23 Win beyond price: talk track and value 20:20 Build a business case for customers 24:51 Pick your battles: customers and segments 25:40 Adobe bundling example 26:42 End game planning 28:16 Death spiral: the CFO's nightmare 29:18 Lightfield unit economics example 30:11 If all else fails: get acquired 30:20 Business blunders 30:43 Gartner magic quadrant blunder 31:44 Credits #MostlyGrowthPodcast #SaaS #Pricing #ProductMonetization #GrowthStrategy

    32 min
  5. Anthropic Is Catching OpenAI Faster Than Anyone Expected

    15 AVR.

    Anthropic Is Catching OpenAI Faster Than Anyone Expected

    In this episode of Mostly Growth, the number one podcast in product monetization, CJ and Kyle break down Anthropic’s absurd revenue ramp, debate whether OpenAI’s ad forecast passes the sniff test, and talk through how teams are actually using Claude today. — SPONSORS: beehiiv is a modern newsletter platform built for creators who want to grow and monetize their audience without platform tax. With best-in-class deliverability, built-in automations, customization, and powerful analytics, beehiiv helps writers scale with full ownership of their audience. Trusted by serious newsletter operators, it’s designed for people who treat newsletters like a business. Try it free at https://www.beehiiv.com/kyle and use code KYLE30 for 30% off your first three months. Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run Lightfield is an AI-first CRM built for modern sales teams that want to manage deals without manual data entry or dashboards. By joining sales calls, reading emails, and maintaining full account context, Lightfield helps teams prioritize deals, automate follow-ups, and stay prepared for every interaction. It’s like having a sales coach, RevOps analyst, and EA in one. Start a 14-day free trial at https://www.lightfield.app and use code MOSTLYGROWTH to get 3 months free. — LINKS:  Mostly Metrics: https://www.mostlymetrics.com CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/ Growth Unhinged: https://www.growthunhinged.com/ Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/ Slacker Stuff: https://www.slackerstuff.com/ Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/ — RELATED EPISODES: Why Your Free Users Don’t Convert (And How to Fix It) https://youtu.be/i5ZZiZEu8M4 Why SaaS Growth Always Slows (And How the Best Avoid It) https://youtu.be/d-G5i6a1Dmw Grindr’s $0 CAC Secret from the CFO Who Launched Disney+ | Vanna Krantz https://youtu.be/ijFIMmtpLNw ChatGPT’s $44 Billion Ad Play https://youtu.be/PcZoKVdaGm0 — TIMESTAMPS: 0:00 ChatGPT vs. Claude 4:25 Show intro 4:49 Topic intro: Anthropic Q1 5:23 $30B run rate — $21B added in one quarter 6:07 Anthropic revenue timeline 7:38 Claude Code and Cowork driving growth 9:08 Anthropic vs. OpenAI business models 9:47 Sponsors — beehiiv | Tabs | Lightfield 12:48 ChatGPT free-to-paid conversion 15:37 $10M revenue per employee 16:35 OpenAI ad model update 17:02 OpenAI's $102B ad forecast 19:23 ARPU comparison vs. Meta 19:56 Ad model changes incentives 22:31 Go to market teams adopting Claude 23:10 Claude chat vs. cowork vs. code breakdown 26:21 Survey: top use cases 26:44 Go to market and prospecting use cases 29:48 Is Claude replacing tools? 31:33 Calendly rescheduling blunder 32:56 Corporate concert blunder 34:38 Credits #MostlyGrowthPodcast #AIStrategy #Anthropic #SaaS #ProductMonetization

    35 min
  6. Building a CRM for the future

    10 AVR.

    Building a CRM for the future

    In this episode of Mostly Growth, the number one podcast in product monetization, CJ and Kyle sit down with Keith Peiris, cofounder of Lightfield, to unpack AI-native CRM, pricing, and go-to-market experiments. From shutting down a 25M-user product to betting on CRM’s future, they explore build vs. buy, AI hype cycles, and what monetization looks like in the AI era. — SPONSORS: Lightfield is an AI-first CRM built for modern sales teams that want to manage deals without manual data entry or dashboards. By joining sales calls, reading emails, and maintaining full account context, Lightfield helps teams prioritize deals, automate follow-ups, and stay prepared for every interaction. It’s like having a sales coach, RevOps analyst, and EA in one. Start a 14-day free trial at https://www.lightfield.app and use code MOSTLYGROWTH to get 3 months free. beehiiv is a modern newsletter platform built for creators who want to grow and monetize their audience without platform tax. With best-in-class deliverability, built-in automations, customization, and powerful analytics, beehiiv helps writers scale with full ownership of their audience. Trusted by serious newsletter operators, it’s designed for people who treat newsletters like a business. Try it free at https://www.beehiiv.com/kyle and use code KYLE30 for 30% off your first three months. Tabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/run — LINKS:  Lightfield: https://lightfield.app/ Keith on LinkedIn: linkedin.com/in/keithpeiris Mostly Metrics: https://www.mostlymetrics.com CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/ Growth Unhinged: https://www.growthunhinged.com/ Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/ Steve on LinkedIn: https://www.linkedin.com/in/steven-cerasoli-269792180/ TIMESTAMPS: 0:00 Intro banter — OpenAI buys TBPN 1:46 Show intro 2:21 Challenges with the acquisition 6:04 Claude code and the build vs. buy pendulum 7:02 Cost of building approaches zero 9:01 Sponsors — Lightfield | beehiiv | Tabs 11:58 Killing Tome to build Lightfield 15:52 Pivot story: board and team reaction 17:33 Why AI CRM hasn't had its moment yet 19:59 CRM as a world model of your business 22:23 Go to market strategy: starting with YC 25:24 Call recorder as a distribution wedge 26:51 Why Lightfield chose seat-based pricing 28:54 Long term greedy pricing strategy 31:18 Business blunders 31:37 Microsoft Copilot terms of use 32:00 Seven-Eleven merch store 32:31 Whale hunting blunder 33:48 Things we tried: Apple AI receptionist 34:41 Things we tried: the milkman 35:39 Lightfield lead scorer demo 36:25 What do you pay for? 37:04 Credits #MostlyGrowthPodcast #AIStartup #CRMSoftware #StartupPivot #Salestech #ProductLedGrowth

    38 min
  7. Why SaaS Growth Always Slows (And How the Best Avoid It)

    8 AVR.

    Why SaaS Growth Always Slows (And How the Best Avoid It)

    In this episode of Mostly Growth, the number one podcast in product monetization, we break down revenue growth endurance—the metric that shows how well companies sustain growth over time. Why most SaaS companies see growth collapse, what separates the top quartile, and how endurance drives compounding ARR and valuation. Plus, what it actually takes to bend the growth curve. — SPONSORS: beehiiv is a modern newsletter platform built for creators who want to grow and monetize their audience without platform tax. With best-in-class deliverability, built-in automations, customization, and powerful analytics, beehiiv helps writers scale with full ownership of their audience. Trusted by serious newsletter operators, it’s designed for people who treat newsletters like a business. Try it free at https://www.beehiiv.com/kyle and use code KYLE30 for 30% off your first three months. Lightfield is an AI-first CRM built for modern sales teams that want to manage deals without manual data entry or dashboards. By joining sales calls, reading emails, and maintaining full account context, Lightfield helps teams prioritize deals, automate follow-ups, and stay prepared for every interaction. It’s like having a sales coach, RevOps analyst, and EA in one. Start a 14-day free trial at https://www.lightfield.app and use code MOSTLYGROWTH to get 3 months free. — LINKS:  Mostly Metrics: https://www.mostlymetrics.com CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/ Growth Unhinged: https://www.growthunhinged.com/ Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/ Steve on LinkedIn: https://www.linkedin.com/in/steven-cerasoli-269792180/ — RELATED EPISODES: SaaS Is Dead? The Market Thinks So. https://youtu.be/VMLuuaob1ZM The 5 Paths for Legacy SaaS Companies https://youtu.be/m1VqazWTBQ8 Escaping the AI Thirst Trap: Building Products That Actually Last | Des Traynor https://youtu.be/LLtMIoppG3Y — TIMESTAMPS: All verified. Here are the timestamps: 0:00 Intro banter: 10K race PR 2:54 Show intro 3:17 Topic intro: growth endurance 3:52 What is growth endurance? 4:54 Benchmarks: what does good look like? 5:19 Who's crushing it: fintech and vertical SaaS 7:03 Palantir as the poster child 8:01 Valuation implications 9:25 Laggards: Zscaler, Lyft, Coinbase 10:18 Sponsors — beehiiv | Lightfield 12:14 Fintech: much less predictable 13:41 Sector-specific patterns: cyber and dev tools 15:53 Private company data from Chartmogul 16:39 43% median growth endurance 18:36 Implications of falling off trajectory 19:46 1 in 25 chance of re-accelerating 20:29 Forecast honestly, not for the board 22:45 Don't let Rule of 40 lie to you 23:01 How to inflect growth 23:27 Intercom's AI pivot 24:55 GTM velocity and weekly sprints 27:14 Fix marketing bottlenecks and pull pipeline forward 30:01 One-off launches vs. recurring campaigns 31:07 Batching vs. continuous shipping 33:10 Pricing and packaging swings 34:00 Mostly Metrics price increase story 35:13 Meta premium subscriptions 38:58 OpenAI CFO Sarah Fryer scoop 40:58 Credits #MostlyGrowthPodcast #SaaS #RevenueGrowth #StartupMetrics #ProductMonetization

    41 min
  8. The 5 Paths for Legacy SaaS Companies

    3 AVR.

    The 5 Paths for Legacy SaaS Companies

    In this episode of Mostly Growth, the number one podcast in product monetization, we tackle the question every legacy SaaS company is facing: what now? From “do nothing” to full reinvention, we break down the five strategic paths—profit maximization, internal disruptors, going on offense with AI, and more. If SaaS isn’t dead but the playbook is, this is what comes next. — SPONSORS: Lightfield is an AI-first CRM built for modern sales teams that want to manage deals without manual data entry or dashboards. By joining sales calls, reading emails, and maintaining full account context, Lightfield helps teams prioritize deals, automate follow-ups, and stay prepared for every interaction. It’s like having a sales coach, RevOps analyst, and EA in one. Start a 14-day free trial at https://www.lightfield.app and use code MOSTLYGROWTH to get 3 months free. beehiiv is a modern newsletter platform built for creators who want to grow and monetize their audience without platform tax. With best-in-class deliverability, built-in automations, customization, and powerful analytics, beehiiv helps writers scale with full ownership of their audience. Trusted by serious newsletter operators, it’s designed for people who treat newsletters like a business. Try it free at https://www.beehiiv.com/kyle and use code KYLE30 for 30% off your first three months. — LINKS:  Mostly Metrics: https://www.mostlymetrics.com CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/ Growth Unhinged: https://www.growthunhinged.com/ Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/ Slacker Stuff: https://www.slackerstuff.com/ Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/ — RELATED EPISODES: Big Bubble Trouble: Lessons from 400 Years of Financial Bubbles https://youtu.be/6__QACkHOgM SaaS Is Back… Or Is It? https://youtu.be/-Ua6ukTJihw — TIMESTAMPS: 0:00 Intro banter: changing sides of the bed 1:14 Show intro 2:00 SaaS apocalypse topic intro 3:54 Software down 20% — worst of any sector 4:49 SaaS company advantages 5:51 On-prem to SaaS analogy 8:43 Sponsors — Lightfield | beehiiv 10:39 Path 1: Ignore it 12:16 Newspaper analogy and timeline 15:01 Limits of the newspaper analogy 17:03 Path 2: Get really profitable 21:48 The PE playbook 22:26 Thoma Bravo: insulated categories 23:19 Path 3: Startup within a startup 23:35 Challenger brand example: Cricket Wireless 25:19 Service as software carveout 26:25 Intuit example 27:54 Intercom: burning the bridges 28:36 Path 4: Go on the offensive 29:33 Anthropic vs. Cursor credits example 33:22 Path 5: Total reinvention 35:13 Bolt / StackBlitz example 37:04 Which route would you pick? 38:48 Business blunders 38:56 AI use cases that were never real problems 41:47 Credits #MostlyGrowthPodcast #SaaS #AIStrategy #ProductMonetization #GrowthStrategy

    42 min
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À propos

Mostly Growth is a podcast from Mostly Media where go-to-market strategist Kyle Poyar and CFO CJ Gustafson break down how modern companies make money. Each episode focuses on pricing, monetization, and benchmarks—translated into clear tactics and playbooks you can actually use. Built for finance, product, and sales operators who want to think like owners and be the CEO of their role.

Informations

  • Création
    Mostly Media
  • Années d’activité
    2025 - 2026
  • Épisodes
    60
  • Classification
    Contenu explicite
  • Copyright
    © Mostly Media
  • Site web de l’émission
    Mostly Growth

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