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This newsletter covers the systematic roadmap for post-PMF B2B founders to transition from founder-led sales to scalable systems using AI. Updates from the Studio and M Accelerator.
Last week I edited a one hour conversation down to the version going on YouTube this week. It is a session from our Spike Series March online conference: Scott from our team interviewing a founder we have worked with for two years. The editing system I wrote about last week did the heavy lifting, so my job was mostly listening. When you edit, you hear the same conversation ten times. Around the fifth pass, one exchange stopped me. The founder had validated his idea twice. Early users loved...
I watched a founder demo their "AI-native" workflow last week. It was ChatGPT in a tab. He'd ask it to draft emails. He'd ask it to summarize calls. He'd paste in a customer note and ask, "what should I do?" Every output was reasonable. Nothing in his business would break if he closed the tab tomorrow. He told me he was "fully AI-pilled." He wasn't. He was Level 1. There's a useful frame circulating right now, borrowed from how the auto industry classified self-driving. Level 1 cruise control...
Last week I wrote about three founders with real moats. The replies that came back asked a simpler question: "How do I know if I have one?" Most founders confuse a feature for a moat. A faster onboarding flow isn't a moat. A clever AI workflow isn't a moat. A favorite logo on your homepage isn't a moat. Those things are real. They're just not what defends you when a well-funded competitor shows up next quarter with the same tools you used to build yours. A real moat shows up in five places....