TLDR Founders · MISCELLANEOUS

ZERO-WASTE GTM

revenueformula.substack.com3 min read

Summary from the TLDR Founders newsletter

Public SaaS companies are spending between $2 and $8 to acquire $1 of revenue. Most of this money goes to the same place: trying to get leads into the top of the funnel. Monday.com learned this lesson painfully when its stock dropped 30% in a single day after admitting organic search had dried up. Without a cheap pipeline, you grow slower or pay more. Now, everyone's betting AI will save them, but AI SDRs are producing the same mediocre results as human SDRs, only faster and in greater volume. The math suggests something different: use AI to cut your sales team in half while keeping revenue flat, then pour those savings into finding new customers.