AI and AI-Native companies are changing the software industry and the metrics to measure AI market momentum are still evolving.During this weeks episode, our co-hosts Dave "CAC" Kellogg and Ray "Growth" Rike discuss a recent article on AI Metrics by Benedict Evans. AI measurements and metrics discussed include:Daily Active Users / Monthly Active Users (DAU/MAU)Tokens - what they are and how they are calculatedWeekly User RetentionDave and Ray take us on a stroll down "metrics memory lane" as they discuss the early days of the internet, and some of the metrics that were used in the early days, that evolved and changed as the use of the internet began to mature - some of those metrics included:Internet HostsHitsPage ViewsEyeballsLastly, the term Occam's Razor was introduced to discuss why sometimes the simplest metrics that require the lowest number of assumptions is a good place to start when initially measuring new things.The Metrics Brothers are excited to expand their metrics-centric analysis and insights into the rapidly evolving world of AI, and specifically AI software and AI metrics!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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24:33
Figma S-1
Figma is a web-based collaborative design platform used by product designers, UX/UI teams and developers. They also just recently filed their S-1.During this episode, Dave "CAC" Kellogg and Ray "Growth" Rike discuss several aspects of the S-1 including:Customer count & revenue by customer segment (< $10,000 ARR, > $10,000 ARR, > $100,000 ARR, > $1M ARR)Net Revenue (Dollar) Retention Rate Calculation (132%)Gross Revenue (Dollar) Retention Rate Calculation (96%)Rule of 40 = 79 (higher than Palantir)Impact of the Adobe acquisition collapse - an enterprise valuation perspectiveInspiration for the discussion and a few data points beyond what was in the Figma S-1 included:Jamin Ball - Clouded Judgement NewsletterOnly CFO NewsletterCJ Gustafson - Mostly Metrics NewsletterIf you are interested in SaaS companies, S-1 filings and SaaS Metrics such as Net Revenue Retention, Gross Revenue Retention, and Rule of 40 - those metrics that impact enterprise value - this episode is for you!!!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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21:45
The ICONIQ 2025 State of Go-to-Market Report
Go-to-Market is a term often used to describe the strategy, processes, and organizations that B2B companies employ to acquire, retain, and expand their customer base.In this episode, Dave "CAC" Kellogg and Ray "Growth" Rike discuss the recently published ICONIQ report on the State of GTM 2025...and yes, it includes a lot about how AI-native and AI utilization are impacting all things GTM. Topics include:Funnel Conversion Rate TrendsAI-Native Funnel Performance Advantages Cost per OpportunityCustomer Renewal TimingGo-to-Market Headcount allocation (AI-Native vs Legacy SaaS)AI's impact on Sales ProductivityAI Spend TrendsIf you are a GTM leader, are responsible for the financial performance of your B2B SaaS company, or are interested in how AI is impacting all things customer acquisition, retention, and expansion, this episode has something for you!!!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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29:20
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29:20
Is ARR Dead?
The definition of Annual Recurring Revenue (ARR) has never been standardized - but in an era of variable pricing models such as Usage-Based Pricing, the innovative approaches to calculating and reporting ARR continue to evolve. During this episode, Dave "CAC" Kellogg and Ray "Growth" Rike cover the topic guided by a few recently industry influencer posts - coupled with their own experiences including:Ben Murray, The SaaS CFO - Please Don't Tell me ARR is DeadCJ Gustafson - How Public Companies Report ARRNotable, Glenn Solomon and Laura Hamilton. - Is ARR Dead or Just Evolving?Ben Murray, The SaaS CFO - Defining and Reporting ARR in a Variable Pricing EnvironmentDave Kellogg - SaaS Metrics Palooza '24 - The Impact of AI on SaaS Metrics (especially ARR)If you are interested in the topic of how companies using a variable pricing model are calculating and reporting ARR - this is a must listen episode and provides links to some of the most recent thinking on the topic!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Mary Meeker - Artificial Intelligence (AI) Trends Report
Mary Meeker’s experience dates back to her role as a leading technology analyst at Morgan Stanley with her “Internet Trends Report”, she was in the middle of the Netscape, Amazon, and Google IPOs, and became a VC at Kleiner Perkins (2010) and then founded Bond in 2018 which has raised $5.75B to fund companies including Canva, Stripe, Plaid, Ironclad and Nextdoor to name just a few.During this episode of SaaS Talk with the Metrics, CAC and Growth discuss some of the KEY highlights of the 339-page report, Bond and Mary Meeker just released on Artificial Intelligence (AI) Trends - 2025 including:ChatGPT and Generative AI are the fastest growing technology adoption of all time - with contextExponential growth of the AI ecosystemHow Generative AI is reinventing the technology stack and economic modelsGeo-political impact of the race to AI leadershipCapital intensive nature of AI and the operating profitability realityLegacy SaaS companies or native language models applications - who will win...and whyThe Metrics Brothers go beyond legacy SaaS to discuss the AI Trends captured in the Mary Meeker - Bond report and guess what - it includes numbers and metrics!!!Full report available at: https://www.bondcap.com/report/pdf/Trends_Artificial_Intelligence.pdfSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
SaaS Talk™ with the Metrics Brothers is hosted by Dave "CAC" Kellogg and Ray "Growth" Rike. SaaS Talk™ provides unique insights, strategies, tactics and the metrics to measure customer acquisition, customer retention and customer expansion success for B2B SaaS companies.Each 20-minute episode will cover a topic critical to profitable revenue growth chalked full of practical advice that can be introduced and applied in most B2B SaaS companies.
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