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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...
A founder I work with came in last year sure of his plan: digital outreach. He'd run it at a previous company and it had worked, so he ran it again. Three months in: 2,000 emails sent. Two or three meetings booked. One customer a month — while the whole team burned hours on outreach and risked getting their accounts flagged, just to keep that one customer coming. He had a strategy. It was internally consistent, drawn from real experience, and quietly wrong. The fix didn't come from a better...
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....