Q1 results from Crowdstrike, MongoDB & Rubrik, Has Apple killed Cold Calling & are LLM reasoning models dumber than we think?

In this week’s episode, we break down the latest performance from four major SaaS players - Rubrik, Asana, MongoDB, and CrowdStrike - and dig into what’s really going on under the hood.

We cover:

Rubrik’s wild growth (54% YoY!) and eye-watering 61% S&M spend
Asana’s GTM efficiency collapse and the uphill battle to cut costs
MongoDB’s consistent ARR gains and tighter OpEx discipline
CrowdStrike’s standout GRR and the implications of surging OPEX

Plus, two major topics impacting sales and AI:

Apple’s iOS 26 Call Screening - Is this the end of cold calling as we know it? We unpack how this default feature could derail outbound teams and change the GTM playbook for good.

Apple’s AI Paper: “The Illusion of Thinking” - A must-know for anyone building in AI. We explore how Apple challenges the current hype around large reasoning models (LRMs) and what this means for the road to AGI.

If you're deep in SaaS, sales strategy, or AI innovation, this is an episode you won’t want to miss.

#SaaS #ARR #Rubrik #Apple #LLM #MongDB #Asana