The CEOs Actually Rebuilding for AI: Most Are Only 40% There
Jason Lemkin's praise goes to founders tearing up the product, pricing, sales and org structure for the Age of AI, not the ones just bolting features onto the pricing page. Even at their best, most are only 40% of the way there. The data backs it: among 58 public SaaS companies just six grow faster than 30%, and slipping from 22% to 18% growth roughly halves your enterprise value.