Jason Seeba

A lot of the conversation around the recent software selloff is really about terminal value. During the 2022 software selloff, rising interest rates pushed down valuations, but no one seriously questioned whether Salesforce or ServiceNow would still be valuable businesses in 10 years. This time, the selloff is about something different. The market is starting to question whether the business models that justify SaaS valuations remain valid at all. One reason is that the seat model is breaking. When a team can do more with fewer people, companies stop expanding their seat count. With agentic AI, pricing will increasingly shift from predictable per seat subscriptions toward usage and outcome based models. Agentic AI also makes it possible to charge for outcomes, which puts software in direct competition with the much larger services economy for the first time. In the latest edition of B2BaCEO, I unpack what this month’s software selloff is pricing in and how the economics of software are starting to change. Full p.o.v. here: https://lnkd.in/gP25Qvzt

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I’ve been talking with founders about how painful enterprise customization still is — even in 2025. David Dworsky and Gordon Ritter just put words to what we’ve been seeing: the age of point-and-click configuration is ending, and the next category winners will make customization conversational. For early-stage founders, this is the wedge: - Own one painful workflow - Capture the data - Build toward becoming a system of record If you’re building in this space, I’d love to hear how you’re approaching it. Link to the full article on this in the comments. 

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Seth Levine nailed it! The concentration problem isn't just a GP pain point... it's choking innovation. When capital pools around the same 20 funds, emerging managers and founders get shut out. Love that he's using his platform to call this out. Foundry has backed 50+ emerging managers. That's the diversification the ecosystem needs. This is exactly why Carta exists — making capital allocation visible and accessible. Capital Evolution hits at exactly the right moment. Thanks for having us Daniel Dart. Team Carta loves the community of FUTURE TITANS you have built 🚀

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The evolving B2B tech landscape makes competitive displacement the default path for GTM teams. Simultaneously, it adds new layers of organizational risk, internal scrutiny, and emotional complexity for buyers. We created The Definitive Guide for Competitive Displacement to give GTM teams a smarter way forward—rooted in precise intelligence, not spray-and-pray ABM. Inside, you’ll discover: ▪️ Why traditional competitive intelligence leaves Sales, Marketing, CS, and Product flying blind ▪️ The exact data signals that show which accounts are truly ready to switch — and which never will ▪️ A step-by-step campaign framework for turning competitor intelligence into pipeline ▪️ GTM best practices from strategy to execution ▪️ How to fuse data, content, and activation into a single displacement play The switching window opens for buyers when the cost of staying exceeds the risk of moving. This guide helps you locate that window and act before it closes:

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Most companies talk about "culture." We’d rather show you. Last week, the Unit21 team touched down in San Francisco and Sonoma. 4 countries, 18 states, and one massive mission. While the video shows the karaoke, the 5K runs, and the wine tasting, here’s what was happening between the frames: 🚀 Real-world impact: We’re monitoring 5B+ transactions a month and filing ~5% of all U.S. SARs. ☕️ Deep-dive sessions: Fireside chats with partners like Float and companies like Casetext, Part of Thomson Reuters and CodeRabbit to bridge the gap between code and customer. ❤️ Zero ego: Engineers, Product, and GTM in one room, obsessing over how to stop bad actors more effectively. The bar is high. The energy is higher. 🚀 #Fintech #ai #amlcompliance #crypto

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I’m thrilled to welcome Docusign to the Gong family 💜 DocuSign has selected the Gong Revenue AI Operating System to accelerate sales productivity and strengthen go-to-market execution. With Revenue AI, their team will be able to: ✅ Turn customer signals into actionable insights ✅ Coach and scale best practices in real time ✅ Drive more consistent, predictable growth As Paula Hansen, President & CRO at DocuSign, put it: "The Gong Revenue AI OS provides the actionable insights and visibility we need to elevate our customer engagement, increase our sales productivity, and ultimately fuel our growth in key areas of our business. Gong’s technology allows us to coach at scale, drive repeatable best practices, and empower our teams with the data they need to succeed." Thrilled to partner with an iconic company shaping the future of intelligent agreements – and now, powering their next chapter with Revenue AI.

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The GTM playbook is being rewritten — and CROs are leading the charge. Last week, Scalestack co-hosted an unforgettable CRO Roundtable in San Francisco with our friends at The CRO Collective. 👥 20 revenue leaders 🌆  An iconic venue at the Transamerica Pyramid 🔥 Real, unfiltered conversation No panels. No pitches. No filler. Just honest conversation around what’s working, what’s not, and where we go next as GTM continues to shift beneath our feet. Some themes that stood out: 🚨  Misaligned incentives are killing revenue strategy 🎯  Marketing ≠ just lead gen — it’s about brand, education, and long-term growth 🧠  Millennial buyers demand a new approach 🤖  AI is non-negotiable — but hard to navigate 🏗️  CROs aren’t just sales leaders — they’re system architects Scalestack is building revenue engines that work with the GTM stack, not around it. That’s why these spaces matter: they cut through the noise and make room for clarity, curiosity, and collaboration. Big thanks to the leaders who showed up ready to challenge assumptions and push the conversation forward — and to our partner Warren Zenna, and the team at The CRO Collective for making it all happen. Looking forward to the next one! #Scalestack #CROCollective #AutonomousRevenueEngine #RevenueEngineMasters #CRORoundtable

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Leading product teams in regulated environments requires a different kind of discipline. In this episode of the HTD Agile Leaders Podcast, I sat down with Melissa Douros, CPO at Green Dot Corporation, to talk about how product leaders can move faster without sacrificing trust, governance, or customer safety. I enjoyed this conversation on product delivery, AI done responsibly, and what it really takes to lead transformation at scale.

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