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Listen "Q1 results from Nutanix, Paylocity & Gitlab, A16Z thinks AI nukes all incumbents, Our AI calling Agent (a sneak peak)"
Episode Synopsis
In this episode we break down Q1 earnings from GitLab, Nutanix, Pure Storage, and Paylocity — plus, we demo our in-house voice AI agent and discuss Marc Andreessen’s bold AI thesis.Here’s what we cover:GitLab: Slower ARR growth, CAC payback blows out to 109 monthsNutanix: 3rd straight quarter of positive operating incomePure Storage: 7-year recurring revenue growth, but tricky SaaS compsPaylocity: Strong margins, fast CAC payback, and consistent earningsVoice AI Agent: Real-world pilot results + use cases for outboundMarc Andreessen: “All incumbents get nuked by AI” — why he might be rightSubscribe for more SaaS, AI, and go-to-market insights.Drop a comment if you want a demo of the AI calling agent.#SaaS #AI #TechEarnings #VoiceAI #GitLab #Paylocity #Nutanix #PureStorage
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