Brand Spend Needs Measurement, Not Just Revenue‑first Optimization
Trying to answer this today: How do I allocate spend for brand… and how do I prove it worked? Because it's budgeting season, aren't we all so lucky? :) And like any good marketer, I built a little framework to guide us. Every marketing leader I know is living in the same Google Sheet right now, organizing, defending, breaking (and reloading) line items, and asking the same question. Meanwhile, we are asked to hit bigger pipeline and revenue targets with fewer people in a market that changes every day. No wonder brand spend is usually the first thing questioned and cut. It’s softer than pipeline and it’s super hard to measure. And that’s on us. We did this to ourselves! We’ve spent a decade preaching “revenue-first.” I’m guilty. I stood on the revenue pulpit. And now we are left with extremely optimized campaigns and extremely BORING creative. When measurement becomes the story, we will always optimize for what's easiest to measure, not what actually moves people. So, I spent a little time writing up how I'm thinking about brand spend next year, and (in a perfect world) how we're planning to measure it at Docebo. Publishing tonight at 8pm EST on the Revenue Diaries.
Growth without Profit Is Just Costly Vanity
What founders call “growth” is often just: • More ad spend • Heavier discounts • Chasing top-line vanity If profit isn’t improving, you’re just paying to look busy.

OpenAI Slashes Microsoft Revenue Share, Eyeing $50B Gain
Major shift at OpenAI: revenue share with Microsoft & partners to fall from 20% → 8% by end of decade, potentially netting @OpenAI an extra $50B. Big move on margins, and implying pressure on terms and structure. 🔗 https://t.co/kjyCLj1C6B #AI...

Introducing the State of Da Art (SODA) Model
State of Da Art (SODA) model. https://t.co/Qvq8vsLSsR
AI-Driven Espionage Unveiled: Fiction Predicts Real Threats
Anthropic’s report on their disruption of the first reported AI-orchestrated cyber espionage campaign proved once again that fiction is a great way to examine advanced espionage concepts, including how Agentic AI will impact espionage and cyberwar: https://t.co/o1SFFqwuqT https://t.co/88Hh3itNZi
In‑Person Connections Energize PMI Global Summit Community
🌟What an incredible week at PMI’s Global Summit! I’m heading home energized, inspired, and reminded again why this community is so special. There’s something powerful about being surrounded by thousands of people who care deeply about the future of work,...
Believability Drives Credibility; Fake Exec Videos Break Trust
This one decision could make or break your executive’s credibility. We know executive-led content performs. But what happens when the executive doesn’t want to be on camera? You can technically create a video without them: - Use photos to create...
VCs Vanish When Growth Is Steady, Not Hyper
I have a seed investment I made years back now at $130m ARR now growing 40% and cash flow positive. And all the VCs have checked out. They haven’t been mean about it. Everyone is nice. It’s just, one has...
Depth, Not Just a GPT Wrapper, Drives Real Value
Grant Lee on Gamma (valued at over $2.1B) being "just a GPT wrapper": "When you think about literally only being a wraparound one model, yeah, maybe there's only a limited amount of utility or value add. But when you start...
Agentic AI Now Weaponized for Cyber Espionage
Agentic AI has been used for cyber espionage. Surprised? https://t.co/o4YMwvF0h0

Assembling Reachy Mini Beta with Hugging Face
Starting the assembly of the latest beta version of Reachy mini by @huggingface @pollenrobotics. Wish me luck! https://t.co/m7gDQBClIX
Small Face‑to‑Face Events Drive Top Marketing Engagement
Saturday photo drop from Scale Venture Partners GTM AI Summit. A lot of marketers are saying that smaller f2f events are one of their top channels. Love that. Tip of the day: you know held a great event when people...
7 Pillars of Agentic AI Define Next‑Gen Autonomous Systems
🏛️ The 7 Pillars of Agentic AI: the foundation of the next technological era Agentic AI represents a new paradigm where AI systems evolve from passive tools to autonomous agents capable of acting, planning, reasoning and collaborating. This framework is...

Agentic AI: Seven Pillars Power Next Evolution
Agentic AI is redefining the future of intelligent systems. Its power lies in 7 pillars: autonomy, planning, collaboration, reasoning, tool use, memory and safety. From passive tools to proactive agents — this is the next evolution of AI. #AI #AgenticAI #Innovation #FutureOfWork
Train Today, Win Tomorrow: Embrace AI Workflows
We launched an AI contest internally, everyone built Lindy workflows and showed a demo of their agent. The goal is clear: train teams to build agentic workflows that sync with chat tools and our products. You win later by prepping today. AI...
Overfunded GTM Startups Build Too Much, Miss Value
$80M in funding and their main claim to fame is they are out of stealth with 90 EMPLOYEES... what the hell is going on in GTM tech? I am always a little bit saddened when I see these consolidation plays...
Content Guardian Agents Ensure AI Content Stays On‑Brand, Accurate
AI is powerful—but imperfect. Matt Blumberg (CEO @ Markup AI) explains how content guardian agents keep AI-generated content on-brand, compliant, and accurate. Episode 218 of The SaaS CFO Podcast 👉 https://t.co/o4rtC8sd0B #SaaS https://t.co/RklJVLlNeL
Seven Fintech Trends Shaping Banking by 2026
The 7 Banking and Fintech Trends That Will Define 2026 From embedded finance and real time payments to quantum resistant systems and AI agent advisors, here are the trends fintech leaders must prepare for in 2026. Read more 👉 https://lnkd.in/eSVhcE5y...
Choose Sales or Marketing: Spend Where Returns Arrive Faster
Trying to save money? Here’s where to invest: sales vs marketing. Most founders overspend on the wrong one. In this video, I break down the difference: 👉 when to double down on marketing 👉 when sales will give you faster...
10 Surprising B2B Customer Triggers to Boost Conversions
Next week!!! 10 Surprising Customer Behavior Triggers You’ll Want to Steal. If you market to a B2B audience, then you need to be at #mpb2b . You’ll gain insights from industry thought leaders like Pam Didner , Ashley Faus ,...
Inference Scaling Boosts LLM Accuracy From 15% to 52%
Inference-scaling lets us trade extra compute for better modeling accuracy. Next to reinforcement learning, it has become one of the most important concepts in today's LLMs, so the book will cover it in two chapters instead of just one. I...
AI Triumphs Over Human in Abu Dhabi Motorsport
The AI beat the human. @A2RLeague is exciting. The crowd was pulling for the human. But alas. Exciting Motorsport here in Abu Dhabi. Shows that robots can now compete with humans in Motorsport in a head-to-head race. Here are the final two laps. https://t.co/EKhH2DyVpp

LLMs Sound Confident, Not Truthful—Question Their Answers
LLMs don’t know what’s true. They just try to sound helpful. If you ask the wrong question, you can still get a very confident answer. And confidence is not accuracy. Use AI to challenge your reasoning, not to replace it. But you need to be...
Opera Neon Unifies Browser, Chat, and Cloud Automation
The AI browser space is heating up 🔥 OpenAI Atlas, Perplexity Comet, and many others are trying to merge AI and web browsing. @Opera's Neon goes beyond that. It’s an AI-powered workspace where your browser, chat, and cloud automation all merge seamlessly. 🧵 ↓...

360‑Camera World Models Will Make Robots Smart Soon
How weird is my life? This morning @boosterobotics head of global markets (Chinese humanoid robots) was sitting at the table next to mine in Abu Dhabi. He agrees with me that world models are about to change robotics deeply and that 360...
Your Personal Leverage Breaks the Revenue Team Illusion
Most revenue teams aren’t “stuck.” They’re trapped in a maze where everyone’s sprinting, no one’s advancing, and half the dashboards are basically fan fiction. People slap on optimism, talk about “momentum,” and quietly hope no one notices the last six...

360° Vision Beats Human‑Like Sensors in Robots
It is stupid that a robot needs to “aim” to see things. The robot industry still hasn’t figured out that a 360-degree camera is superior. Same with humanoid robots. A 360-degree camera is far superior to the ones @1x_tech put in theirs. It...
Design a Tiny Business, Live a Freedom‑Focused Life
I've deliberately kept my business tiny — just me. Because business isn't about scaling to infinity. It's about designing a life you don't need to escape from. I work focused hours, then close my laptop. No investor calls. No endless...
Minority Recap Keeps Control, Majority Sells Liquidity
The fundamental difference between a minority and majority recap: Control. If you sell a majority of your business, you'll receive a high level of liquidity, but all the key decisions will now be out of your control. With a minority...
AI Grows, Yet Search Share Holds; Gemini, ChatGPT Lead
If you somehow missed our joint report with Datos, A Semrush Company from 2 weeks ago: - AI tools continue to grow - But they're not taking market share from traditional search - Zero-click searches continue to rise (based on...
Top 10 SaaS Cloud Multiples This Week
This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close
Rapid Iterations Boost CompanyResearch.ai with GPT‑5.1
It's almost 3am, but I'm on a roll. UPDATE: It *was* 3am last night when I started writing this, but I (wisely) decided *not* to post this last night. Day 3 of the CompanyResearch .ai launch. Just released an update:...

Startups Forge AI-Ready Economy Through API Alliances
The Great API Alliance: How Startups Are Building the AI-Ready Economy https://t.co/9w1SbVHnxg via @TheAIJournal1 #AI #IoT #CES2026 #5G https://t.co/I1yjOarzku

Data Shows No AI Bubble Despite Hype
Everyone’s talking about the ‘AI bubble’ but the numbers say otherwise. This chart makes it obvious. Here's what everyone's missing👇
AI Growth Outpaces Bubble Narrative, Numbers Confirm
Everyone’s talking about the ‘AI bubble’ but the numbers say otherwise. This chart makes it obvious. Here's what everyone's missing 👇 For months we’ve seen the headlines: “Tech valuations are inflated.” “AI will crash like the dot-com era.” But the...
Marketing Brings Market Context to Executive Decision‑Making
Marketing is uniquely able to bring a critical perspective that is very often missing from the executive table - that of the market. The data that drives much of company decision making is typically internal and isolated, but it massively...
Begin with the Story, Not the Lesson.
Most people start with stuff that doesn’t matter. They tell you the lesson they want you to learn, then tell you the story as an example. But it works much more effectively when you start with the story itself—when you...
Junta Explores AI Transforming Financial Services
This is a great interview with Junta by Josue on AI usage in Financial Services! https://lnkd.in/gd7psQE2
Bootstrapped Success Beats VC: $1M Monthly Profit
Over the past 12 months, I spoke to more than 50 top-tier VC firms about investing in my $25M ARR SaaS company. After a full year of pitches, term sheets, and big promises... I walked away from every single one and decided...
Six Essential Steps for Responsible AI Implementation
Responsible AI Cheat Sheet: 6 Steps for Businesses 🔹 Define Ethical Principles and Business Goals Establish fairness, transparency, accountability, and measurable objectives. 🛡️ Ensure Data Integrity and Fairness Collect diverse datasets, audit for bias, and standardize labeling. 🤖 Build Transparent...
Magic First 30 Seconds Drives True Product Virality
Gamma won Product Hunt 's product of the Day, Week, and Month. Signups spiked. But then they flatlined. Despite this very hard-to-achieve trifecta, they realized they didn't actually have product-market fit. So they made a bet-the-company move: go all-in on...
Spreadsheets Still Lead FP&A Software Survey
Any surprise here? No, not really. I listed some of the top contenders below. Survey results so far for the FP&A software category. Again, spreadsheets reign supreme, but there are many great players in this space. Some of the contenders...
AI Factories Valuations Spike with Growth Rate
This week on Clouded Judgement: AI Factories - Median software multiple: 4.8x - High Growth software median: 14.8x - Mid Growth software median: 6.5x - Low Growth software median: 3.7x - 10Y: 4.1% https://lnkd.in/g_Ua83mn

High‑growth Software Commands ~15× Multiples Vs
This week on Clouded Judgement: AI Factories - Median software multiple: 4.8x - High Growth software median: 14.8x - Mid Growth software median: 6.5x - Low Growth software median: 3.7x - 10Y: 4.1% Article in next post 👇 https://t.co/VtohqmpuhR
PE Should Look Beyond EBITDA to Sustain Growth
PE isn’t always about EBITDA—sometimes you need to break the paradigm to avoid starving the business. Great insights from Matt Blumberg (CEO, Markup AI) on Episode 218 of The SaaS CFO Podcast. Watch: https://t.co/o4rtC8sd0B #SaaS https://t.co/5JS8OOHdK2

OpenAI's $300B Oracle Cloud Deal Redefines AI Infrastructure
Massive infrastructure move: @OpenAI signs ~$300B deal with @Oracle for cloud compute over ~5 years (Project Stargate), starting 2027. That kind of scale reshapes how AI systems are built. 🔗 https://t.co/tiNoxHT02y #AI #IoT #OpenAI #Stargate https://t.co/hM7rPtZv3w
Strategic Narratives Fail Without Long‑Term Commitment
why do shiny new strategic narratives get launched and then forgotten so quickly? and how can we avoid this (yet again)? I'm warming up to Anthony Pierri he's actually pretty nice when you get to know him and has a...
Start Emails with Assertive Verbs to Boost Opens 20%
Start subject lines with 1 of these 6 words to drive opens. Jay Schwedelson revealed that assertive verbs like these increase open rates by 20% during last week’s #GURUconference .