Sujoy Chaudhary
2.3K posts

Sujoy Chaudhary
@sujoycd
Building in future of work Prev - founded @airimHQ (sold to @whatfix)




Is the business model for traditional software companies in permanent decline due to AI Agents not needing seats? 2 examples: Re: @salesforce, we’ve reduced our seats from 10+ to 2 human seats and 1 API seat. And yet, we now pay $22,000 a year, 83% up from $12,000. Why? Our 20+ AI Agents use Salesforce 100x more than we did a year ago. We now have an AI VP Marketing, AI VP Customer Success, and run 4 third party AI GTM agents (including Agentforce). They just plain use Salesforce more. So we pay more. 83% more than a year ago — already. That’s a bull case. Now let’s take @NotionHQ. We love Notion and it has seen huge acceleration from AI usage inside its app. AI makes Notion better. But … but … our AI Agents don’t care. Our AI VP Marketing and AI VP Customer Success have no need to log into Notion. And our real-time dashboards from our AI VP Marketing (who leads our weekly standup now, which we used to do from Notion) is better and hyper customized to us. And better integrates with all our other agents. So we realized last week that we hadn’t actually used Notion in months. Even with its strong AI product enhancements. Our AI agents just don’t need Notion. But they do need Salesforce more than ever. At least, our AI agents do. Is this a System of Record difference? Or is it just something that will vary app-by-app? Not sure. What I do know is it will cut many ways.



Here's YC's official advice about being truthful and precise about what is pilot, bookings, revenue and recurring revenue. Founders, particularly first time founders, need to sear this into their brains. Don't mistake one tier for another. Be precise, and always be truthful.











HubSpot Media just acquired Futurepedia — the largest AI education network on YouTube! Not a news brand. Not a talk show. A network that teaches 2.1 million people how to actually use AI.












