Saxena: The classic T2D3 SaaS growth playbook is obsolete in the AI era
Shashank Saxena · Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath · Jun 11, 2026 · at 29:40
Pantomath CEO Shashank Saxena explains how the rapid revenue acceleration of AI startups has broken traditional venture benchmarks for software growth.
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“There used to be like, Battery and Neeraj had mentioned whatever the three triples, two doubles kind of a thing triple, triple, double, double, double, or whatever that, whatever the norm used to be that playbook's out of the window, right? Like right now with these AI companies, as I said, like you see companies in like six months, one year, two years getting to hundred million ARR well, is that true ARR? I don't know, but the point is they're getting to those numbers. So it's going from a little bit VC and startups has never a normal distribution, but theoretically speaking, just for illustrating the point is there used to be companies that kind of would fit the mold that are roughly doubling, tripling every year. Now it's kind of becoming more bimodal in terms of like the haves and have nots and that divide is increasing a lot more. So if a company is just doubling or tripling revenue, they're kind of not that relevant, unless you have a plan to really, really expedite growth really quick.”
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