TLDR Founders · MISCELLANEOUS
INSIDE THE SAAS EFFICIENCY GAP
Summary from the TLDR Founders newsletter
Sub-$1M ARR startups went from 13 people in 2022 to just 7 today, while companies over $50M ARR saw efficiency drop 34%. Public SaaS now takes 57 months to recover sales costs - nearly five years. Early-stage teams figured out what big companies missed by hiring former founders who do everything. One person runs content and paid ads, GTM hires code like engineers, and each employee manages AI agents instead of people. Big companies keep adding specialists and management layers while startups just give everyone AI and let them run wild.