Wrote down some thoughts on building agents **ahem** automation with LLMs for enterprise connordoyle.substack.com/p/ooda-loops-a…

people are overly focused on AI margins. modern SaaS math assumes a certain operating structure that is labor intensive eg you need 80% gm to pay for all of the typical costs that allow you to eventually run cash flow positive and 50% gm breaks the math... in THAT model

the SaaS to AI transition is going to be lot messier and less straightforward than people will admit the CRM to AI CRM trope sounds really nice on paper, but the reality is a lot more complex but because people like digestible narratives, those are the ones that persist 🧵

Had this exact conversation with a Chief Growth Officer at a major consumer goods company. Minute 1 of meeting: “i do not need a CRM, i know who the buyer at Walmart is”. My response was a (more vertical specific version of)