The AI Revolution Show

Inside Fathom's Platform Play: Richard White on Data Assets vs. Software Liabilities

What happens when transcription costs drop from £3 an hour to nearly zero and AI can write better meeting notes than any human? Alex Theuma sits down with Richard White, CEO and founder of Fathom, the AI meeting system used by thousands of teams to automatically capture, transcribe, and summarise their calls. Fathom has built a viral growth engine around a simple insight: everyone hates taking notes, but only managers will pay for meeting intelligence. Richard shares how they built "the chassis" first and waited for AI to become the engine, why they abandoned building internal AI tools in favour of smart vendor selection, and his contrarian advice for established SaaS founders: fork your company rather than bolt on AI as a feature. In this episode, we explore: (01:19) What Fathom does and the meeting note-taking problem (01:57) Building from a personal pain point at his previous startup (03:21) Starting with hypotheses about where AI was heading (04:46) The viral growth loop and network effects strategy (06:38) Alex's own discovery journey as a Fathom customer (08:07) The agentic era and opening up the platform (10:39) Competition dynamics and being "past peak note taker" (13:36) AI adoption internally and the 100M/150 people goal (15:50) Why building internal AI tools was a disaster (18:08) Advice for established SaaS founders: fork your company Links mentioned: Richard White on LinkedIn: linkedin.com/in/rrwhite [http://linkedin.com/in/rrwhite]  Fathom: https://www.fathom.ai/ [https://www.fathom.ai/]  The AI Revolution Show is the intelligence podcast for B2B software founders navigating the platform shift, the founders building through it, and the founders already on the other side. Hosted by Alex Theuma, founder of SaaStock. Subscribe so you don't miss the next episode.

"How Can We 10X Right Now?" Marty Kausas on Revenue-First AI Strategy

Marty Kausas is the CEO and founder of Pylon, the AI-native customer support platform built specifically for B2B companies. Pylon serves customers like HiTouch and has driven growth from zero to millions in ARR through unconventional strategies like LinkedIn storytelling and conference quota systems. Marty shares why his 30-person engineering team, using Cursor and Claude, achieved a 40% productivity lift (not the 4X everyone expects), why he started the company "purely for fun" with a goal of hitting $1 billion in revenue in under 10 years, and why he's sceptical of the vibe coding trend. In this episode, we explore: (01:32) Why most conference strategies fail completely (02:43) Setting aggressive demo quotas and working backwards (05:00) What Pylon does for B2B customer support (06:57) Starting a company "purely for fun", not money (09:38) Finding first customers in a San Francisco hacker house (10:49) LinkedIn storytelling that drove $8M in revenue (13:26) 40% engineering productivity lift from AI tools in reality (15:25) Why Marty optimises for growth over efficiency (17:00) Vibe coding hype versus 30-person engineering reality (17:42) The "how can we 10X" question Links mentioned: Marty Kausas on LinkedIn: linkedin.com/in/martykausas [http://linkedin.com/in/martykausas]  Pylon: https://www.usepylon.com/ [https://www.usepylon.com/]  The AI Revolution Show is the intelligence podcast for B2B software founders navigating the platform shift, the founders building through it, and the founders already on the other side. Hosted by Alex Theuma, founder of SaaStock. Subscribe so you don't miss the next episode.

Paul Becker on VCs vs. Debt Investors: re:cap's Balancing Act in the Growth-Quality Tension

Most SaaS founders reach for equity by default, even for costs that debt could cover in nine months. In this episode of The AI Revolution Show, Alex Theuma sits down with Paul Becker, co-founder and CEO of re:cap, the debt-funding platform helping SaaS founders raise capital without giving up equity. Paul breaks down the emotional cost of bad funding decisions, why gross margins still matter more than AI hype, and the two moments AI genuinely changed how his own team works, including one that turned a week of junior research into two hours and a good prompt. In this episode, we explore: (00:29) What re:cap actually does for SaaS founders needing capital (02:01) The accidental origin story behind re:cap (03:21) Bootstrapped vs VC-backed: why re:cap chose venture capital (06:11) Why most revenue-based financing competitors disappeared (09:00) Capital efficiency vs. growth at all costs in the AI era (11:11) Is AI killing SaaS? Paul's take on the SaaS apocalypse (14:18) Why 90% gross margin beats 70% every time for lenders (16:48) re:cap's own AI journey, from machine learning to LLMs (19:44) The event prep trick that saved Paul a week of junior work (25:02) What Capital AI does inside the re:cap platform (29:55) Direct advice for a founder at £3M ARR taking only equity (31:15) The emotional cost of a bad funding decision nobody asks about Links mentioned: Paul Becker's LinkedIn: https://www.linkedin.com/in/paulbckr/ [https://www.linkedin.com/in/paulbckr/] re:cap: https://www.re-cap.com/ [https://www.re-cap.com/] The AI Revolution Show is the intelligence podcast for B2B software founders navigating the platform shift, the founders building through it, and the founders already on the other side. Hosted by Alex Theuma, founder of SaaStock. Subscribe so you don't miss the next episode.

Inside Monday.com's AI Pivot: Roy Mann on Three Waves, Agent Talent, and the Hardest Calls

Roy Mann is the co-CEO of Monday.com, a company that's generated over $1 billion in revenue and serves 250,000 paying customers across 200+ industries. Roy shares the bold strategic pivots Monday.com is making to survive the AI platform shift. We explore why they're now letting AI agents buy seats on their platform, how they've fundamentally changed their company vision from "managing work" to "doing work," and the critical difference between adding AI features versus building AI-native products. In this episode, we explore: (02:09) Monday.com's unusual approach to broad market positioning (05:41) The surprising challenges of rebranding to Monday.com [http://monday.com] (09:33) How two co-CEOs make decisions when they disagree (12:15) Roy's honest take on February's market crash and stock drop (14:10) Why the per-seat SaaS model faces an existential threat (16:13) AI agents are now signing up for Monday seats (18:01) Roy's three waves of AI and his coding epiphany (21:11) The mindset shift from managing work to doing work (23:32) Build AI-native or add AI? Roy's take on the debate (26:38) The hardest decision Roy can't delegate to anyone else (29:37) Roy's advice for scared SaaS founders: go deep on technology (32:05) The question investors should ask but never do Links mentioned: Roy Mann's LinkedIn: https://www.linkedin.com/in/manroy/ [https://www.linkedin.com/in/manroy/] Monday.com: https://monday.com/ [https://monday.com/] The AI Revolution Show is the intelligence podcast for B2B software founders navigating the platform shift, the founders building through it, and the founders already on the other side. Hosted by Alex Theuma, founder of SaaStock. Subscribe so you don't miss the next episode.

How Attio is Rebuilding the CRM for the Agent Era, with Nicolas Sharp

Every decade or so, the rules of software change completely. In the debut episode of The AI Revolution Show, Alex Theuma sits down with Nicolas Sharp, founder and CEO of Attio, the AI-native CRM taking on Salesforce and now running millions of automations a day for companies like Lovable. Nicolas shares why "AI is killing SaaS" is actually good news, why vibe-coding your own CRM is the wrong call, and the direct challenge every SaaS founder sitting on a few million in ARR needs to hear right now. In this episode, we explore: (00:47) The origin story behind Attio, from VC frustration to CRM (03:32) Taking on Salesforce with conviction and a bit of naivety (05:49) Why the AI-native vs. legacy distinction matters less than you think (08:18) Should founders vibe-code their own CRM? A direct answer (11:27) Real-world vibe coding wins inside Attio's own team (14:14) The tools Attio actually uses: Claude Code, Lovable, Replit, v0 (14:55) Is AI killing SaaS? Nicolas's honest, unvarnished take (18:05) The headcount question: are agents really replacing humans? (22:13) The 500x TAM thesis and where B2B GTM is heading (24:36) Direct advice for SaaS founders who haven't taken action yet (29:37) The part nobody talks about: the brutality of scaling (32:12) The "give it a week" rule for surviving founder life Links mentioned: Nicolas Sharp on LinkedIn: https://www.linkedin.com/in/nicolas-sharp-a92726b1/ [https://www.linkedin.com/in/nicolas-sharp-a92726b1/] Attio: https://attio.com [https://attio.com] The AI Revolution Show is the intelligence podcast for B2B software founders navigating the platform shift, the founders building through it, and the founders already on the other side. Hosted by Alex Theuma, founder of SaaStock. Subscribe so you don't miss the next episode.