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saastr.com
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Adam Guild told SaaStr that DAU, WAU and MAU should fall as agents do the work. Owner is past $100M ARR and accelerating, which is the only reason the argument gets a hearing.
Reality
Revenue rose 28%, RPO rose 44%, and the stock moved 35% in a session. The backlog suggests agents are creating work items, not deleting them, but the FY27 margin guide shows what defending that costs.
Reality
A production test across 15 models put seven of them inside a one-point spread on pass rate. On constrained payroll work, the price premium bought speed, not correctness.
Reality
SaaStr says it dropped Notion after seven quiet years because an agent it built for other reasons absorbed the last workflow. The save window had closed months before usage hit zero.
Reality
SaaStr says it dropped Canva and Notion without running a comparison, because its agents built an ad creative operation without either product coming up. That is a harder loss to win back.
Reality
SaaStr says only 18% of early stage teams have 70% of their reps at quota. The same mediocre seller who hits 70% inside a scaled org hits zero where the system does not exist yet.
Reality
Grant Lee's company reached $2M of ARR per employee on word of mouth alone. He also says they spent the run reacting to the market instead of deciding, and the bill arrived three times.
Reality
Coatue's round values the company at roughly 27 times a self-reported $7 billion run rate, about what December's round paid. What changed is that the acceleration has stopped.
Reality
The co-CEO says every employee had to be running teams of agents by the end of June. The $1.5B revenue base is what pays for that retraining, and what is exposed if it fails.
Reality