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AI native B to B companies

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Oct 22, 2025 by Jason Lemkin · across every show →

Everything said about AI native B to B companies, oldest first

Oct 22, 2025 bullish
Assertion Not checkable as stated
Top AI B2B Companies Achieve 1.6 Magic Number and 6-Month Payback
“Remember, you know, a magic number better than one means you're making your money back on sales and marketing in less than a year. And look at the ones that are rocketing at a hundred million in ARR or rather above one, they're at 1.6, they're going profitable…”
Jason Lemkin Oct 22, 2025 ▶ 10:53 The State of AI + Software: Where It’s Going - Fast
Oct 22, 2025 bullish
Assertion Supported
AI-Native B2B Converts 56% of Free Trials to Paid Versus 32%
“And if you look here, it's especially prominent scale north of a hundred million AI native B to B companies close turn. 56% of their free trials to paid. Versus 32 of non-AI.”
Jason Lemkin Oct 22, 2025 ▶ 15:11 The State of AI + Software: Where It’s Going - Fast
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