Uvi, which raised $7.5 million in seed funding, says its own tests show company-built AI agents cost about eight times as much per answer. Both reports trace the figure to Uvi's testing, so it is a claim to reproduce on a buyer's workloads.
Perspective Coverage
3 publishers
- Builder
- Builder 43%
- Operator
- Operator 30%
- Investor
- Investor 27%
Reality
- Evidence30
- Adoption20
- Hype gap+35
- Incentives80
- Confidence60
SaaStr's counterfactual Slack works out to 6 to 8 times a triangulated revenue base
SaaStr's answer to a hypothetical values a never-sold Slack at $16 billion to $20 billion, an estimate that depends on Atlassian's cross-sell economics and on a Slack revenue figure Salesforce last put in writing for fiscal 2023.
Reality
- Evidence45
- Adoption58
- Hype gap+20
- Incentives45
- Confidence52
August re-rated software faster than any growth rate could move
A single month of trading undid eight months of AI-disruption pricing in B2B software. That is a multiple moving, not a business changing. The winners were sorted by whose meter the agent workloads run through.
Reality
- Evidence58
- Adoption64
- Hype gap−8
- Incentives55
- Confidence56
Agents climbed from 3% to 50% of the work created in Linear in four quarters
Linear's $99m tender at a $2.5bn mark prices existing shares rather than new capital, while the blog beneath it puts agent-created work at half the total, a composition figure Atlassian answers with a 4x quarter off an undisclosed base.
Reality
- Evidence58
- Adoption68
- Hype gap+20
- Incentives78
- Confidence55
buildOne report1 publisher Exa hires a CTO for the part of search that has a power bill
Jeff Pinner arrives from Robinhood to run Exa's own index, GPU cluster and 323ms latency budget. Exa's stated targets imply roughly 97,000 requests in flight at once.
Reality
- Evidence42
- Adoption48
- Hype gap+30
- Incentives68
- Confidence45
More than half of Replit will be salespeople: PLG defers the sales line, it does not delete it
Amjad Masad now expects a majority of his headcount in sales. SaaStr's numbers put go-to-market at 23% to 44% of revenue, and the AI cohort simply pays that bill later.
Reality
- Evidence40
- Adoption63
- Hype gap+18
- Incentives58
- Confidence45