Q1 results from Nutanix, Paylocity & Gitlab, A16Z thinks AI nukes all incumbents, Our AI calling Agent (a sneak peak)
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Q1 results from Nutanix, Paylocity & Gitlab, A16Z thinks AI nukes all incumbents, Our AI calling Agent (a sneak peak)
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About this listen
In this episode we break down Q1 earnings from GitLab, Nutanix, Pure Storage, and Paylocity — plus, we demo our in-house voice AI agent and discuss Marc Andreessen’s bold AI thesis.
Here’s what we cover:
- GitLab: Slower ARR growth, CAC payback blows out to 109 months
- Nutanix: 3rd straight quarter of positive operating income
- Pure Storage: 7-year recurring revenue growth, but tricky SaaS comps
- Paylocity: Strong margins, fast CAC payback, and consistent earnings
- Voice AI Agent: Real-world pilot results + use cases for outbound
- Marc Andreessen: “All incumbents get nuked by AI” — why he might be right
Subscribe for more SaaS, AI, and go-to-market insights.
Drop a comment if you want a demo of the AI calling agent.
#SaaS #AI #TechEarnings #VoiceAI #GitLab #Paylocity #Nutanix #PureStorage
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