In Episode 47, we break down a major shift happening in AI right now: it is not just changing products, it is reshaping services companies and forcing entirely new operating models. Brendan Tolleson, CEO of RevPartners, joins the show.

We cover:

• Anthropic launching a marketplace and $100M partner fund and what it signals for AI GTM

• Why frontier AI companies are going partner first instead of product first

• The rise of smaller, AI native services firms driving innovation in the market

• New data showing most AI adoption is still internal, not customer facing

• How services firms are evolving from delivery to product and IP creation

• Why events are becoming one of the highest ROI channels for pipeline generation

• The blurring line between services companies and software companies

• Why CEO turnover is rising as companies navigate this transition

Is AI actually transforming how services companies operate? Or are most still experimenting without clear ROI?

The reality is we are still early.

Most companies are applying AI internally, but the real shift will come when it becomes embedded in how they deliver value to customers.

If you care about AI, services, go to market, or how companies are evolving their operating models, this episode breaks down what is actually changing.

In Episode 46, we break down one of the biggest misconceptions about AI right now: it is not reducing work, it is intensifying it. Shailesh Powdwal, VP at Partnerships at Forsys joins the show.

We cover:

• Research showing AI increases pace, scope, and expectations across teams

• Anthropic’s rapid growth and what it signals about the AI market

• HubSpot and Salesforce reshaping partner programs for an AI first world

• McKinsey’s shift toward agents and the rise of new operating models

• How services firms are evolving from time based to outcome based work

• Why hardware companies like SanDisk are benefiting from AI demand

• CEOs stepping in as Chief AI Officers and what that means for org structure

• Why partnerships must shift from influence to owning AI driven revenue

Is AI actually making companies more efficient? Or is it forcing a complete reset in how work gets done and measured?

The data suggests AI is not a cost reduction story. It is a performance escalation across every function.

If you care about AI, partnerships, services, or how companies are restructuring around this shift, this episode breaks down what is really happening.

In Episode 45, Kelly hosts for the first time and friend of the pod Scott Brinker returns to pressure test the SaaS apocalypse thesis.

We cover:

• Anthropic’s new agent capabilities, including legal automation

• The $1T software selloff and Nvidia’s pushback on the collapse narrative

• Microsoft positioning against OpenAI and the rise of AI co opetition

• Anthropic vs OpenAI’s Super Bowl ad battle and Sam Altman’s response

• OpenAI hiring forward deployed engineers and what it signals about product companies moving into services

• KPMG and McKinsey data showing most enterprises are still experimenting with agents

Are agents replacing applications? Or are software companies embedding AI faster than the market expects?

The data suggests we are not seeing the death of SaaS, but a reshuffling of power across models, infrastructure, applications, and services.

If you care about AI, SaaS, hyperscalers, or ecosystem strategy, this episode breaks down what’s signal vs noise.