calanthia

> everyone racing to sell AI tools > buyers already drowning in the ones they bought > the real service is someone walking in and making the stack actually work > $12K/month retainers. solo operators. almost nobody doing it yet

Carry has been acquired by Angellist and Lettuce We started this company 3.5 years ago to help business owners make better financial decisions These two transactions allow us to continue to do this important work in a bigger way Thank you to everyone who supported us ❤️

i interviewed the agency making “fan pages” for brands. secondary accounts that feel more like a rogue employee took over than a strategy. so far they’ve launched arby’s boys and not spirit airlines. the arby’s page generated over 100m organic views in the first six months.

The more enterprises I talk to about AI agent transformation, the more it’s clear that there is going to be a new type of role in most enterprises going forward. The job is to be the agent deployer and manager in teams. Here’s the rough JD: This person will need to figure out what are the highest leverage set of workflows on a team are (either existing or new ones) where agents can actually drive significantly more value for the team and company. In general, it’s going to be in areas where if you threw compute (in the form of agents) at a task you could either execute it 100X faster or do it 100X more times than before. Examples would be processing orders of magnitude more leads to hand them off to reps with extra customer signal, automating a contracting review and intake process, streamlining a client onboarding process to reduce as many straps as possible, setting up knowledge bases than the whole company taps into, and so on. This person’s job is to figure out what the future state workflow needs to look like to drive this new form of automation, and how to connect up the various existing or new systems in such a way that this can be fulfilled. The gnarly part of the work is mapping structured and unstructured data flows, figuring out the ideal workflow, getting the agent the context it needs to do the work properly, figuring out where the human interfaces with the agent and at what steps, manages evals and reviews after any major model or data change, and runs and manages the agents on an ongoing basis tracking KPIs, and so on. The person must be good at mapping the process and understanding where the value could be unlocked and be relatively technical, and has full autonomy to connect up business systems and drive automation. This means they’re comfortable with skills, MCP, CLIs, and so on, and the company believes it’s safe for them to do so. But also great operationally and at business. It may be an existing person repositioned, or a totally net new person in the company. There will likely need to be one or more of these people on every team, so it’s not a centralized role per se. It may rile up into IT or an AI team, or live in the function and just have checkpoints with a central function. This would also be a fantastic job for next gen hires who are leaning into AI, and are technical, to be able to go into. And for anyone concerned about engineers in the future, this will be an obvious area for these skills as well.

THE CLEAREST PATH TO A $10M+ SOFTWARE EXIT in 2 YEARS (with AI and agents) building an agency right now is one of the most interesting business moves the productized agency had its moment in 2022. it collapsed because scaling humans is a nightmare. inconsistent output, people quitting, margins getting crushed. most of the founders (and creators) who tried it got burned and moved on but the thesis was right. the labor problem is just solved now with AI, claude code, openclaw etc. here's the actual playbook i'd run today: pick one painful deliverable for one specific buyer. like SEO content for e-commerce brands doing $1M+ but not "marketing." or like ad creatives for DTC brands spending $50k/month on meta. one thing. one customer. that's it then you build the AI workflow behind it. you're selling an outcome on a monthly retainer. $3-5k/month. 80%+ margins because your cost is compute and a few hours of QA "BuT tHaT'S nOt a BiG bUsInnesS" okay but you're still swinging for the fences because the agency IS the research and development for your agent SaaS every client is paying you to figure out what to automate. you're learning what breaks, what scales, what customers actually want. by month 4 you know exactly what to productize. you build the software on top of the workflow you've already proven works and already have customers paying for agency funds the agent SaaS. SaaS scales without the agency overhead. the clients become your first software customers now let's talk about what this actually looks like financially year 1: 10 clients at $4k/month. $480k revenue. 2 people. maybe $80k in costs including compute, tools, one part time VA. you're taking home $400k between two people while building the software in the background year 2: you launch the software. your 10 agency clients are the first to convert. they already trust you. they've seen the output. you charge $800/month for the software version. now you have recurring software revenue AND the agency still running year 3: agency is winding down or running on autopilot. software has 200 customers at $800/month. that's $1.9M ARR. 2-3 person team. 85% margins. you are now a very attractive acquisition target the exit math is interesting. SaaS at $1.9M ARR with strong retention trades at 5-8x revenue. that's a $10-15M exit for something two people built in 3 years starting with zero VC CAVEAT: Startups are hard. A lot needs to go right. But from a framework perspective, I think this probably the lowest risk, highest reward option for lots of of folks and most of the businesses cost $0 to start basically this is the most capital efficient path to a software exit that exists right now happy building