The Growth Unfiltered Show Transistor (https://transistor.fm) https://feeds.transistor.fm/the-growth-unfiltered-show The Growth Unfiltered Show is Kalungi's weekly round table on what's actually happening in marketing and GTM. Host Antoine Vial sits down with Kalungi's CMOs and outside guests to react to the week's news and dig into one topic worth arguing about, and they don't always agree. It's built for the person running growth at a company right now who wants something with real opinions in it, not another polished webinar. 2026 Kalungi, Inc. 50a14464-8ea1-51bf-9e5d-055ce970733b yes en Tue, 08 Sep 2026 06:26:09 -0700 Tue, 08 Sep 2026 06:27:22 -0700 https://www.kalungi.com/growth-unfiltered-show https://img.transistorcdn.com/C2H5dxjDSZrf_vynnX0mJKAEqFcO5NMDxNxTw4GLRjs/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82ZTlj/YzFkMjYxODlkZmZh/NWE2MjZkN2QzN2Ux/ZDY5MS5wbmc.jpg The Growth Unfiltered Show https://www.kalungi.com/growth-unfiltered-show episodic Kalungi The Growth Unfiltered Show is Kalungi's weekly round table on what's actually happening in marketing and GTM. Host Antoine Vial sits down with Kalungi's CMOs and outside guests to react to the week's news and dig into one topic worth arguing about, and they don't always agree. It's built for the person running growth at a company right now who wants something with real opinions in it, not another polished webinar. The Growth Unfiltered Show is Kalungi's weekly round table on what's actually happening in marketing and GTM. technology, b2b, SaaS, AI, investment, tech, innovation, artificial intelligence, product marketing Xavier Uzcategui xavier@kalungi.com No No Salesforce's Best Trading Day in Years: Does That Settle the SaaSpocalypse? 2 2 Salesforce's Best Trading Day in Years: Does That Settle the SaaSpocalypse? full d22cc0a1-4d06-4797-87d0-bc6122876efb https://share.transistor.fm/s/efcd767a Salesforce just had one of the best trading days in its history, up more than 20% in a single session, after CEO Marc Benioff went on camera and called the "SaaSpocalypse" nonsense. On this episode of The Growth Unfiltered Show, Antoine Vial sits down with Brian Graf, Welcome Read, and first-time guest Braison Murgai to put that claim on trial: is AI actually killing SaaS, or is Wall Street just re-running the same panic it's had all year? Along the way they cover Tim Cook stepping down as Apple's CEO after 15 years in favor of hardware chief John Ternus, and the inside story of how Meta's plan to replace its own staff with AI agents fell apart within months.

In this episode:

  • Why Salesforce's $11.3B quarter and Agentforce ARR up more than 200% year over year might say more about investor sentiment than about whether the SaaSpocalypse is actually over
  • The three-way argument for where SaaS really stands: the Bear case (the panic is real, just early), the Bull case (overblown from day one, moats and switching costs are real), and the Reclassifier case (SaaS didn't die, it just got re-sorted into "core systems" worth renting and "workflow wrappers" worth building)
  • Why a CRM might be one of the most AI-resistant pieces of software there is, and what that means for the rest of the SaaS stack
  • The subsidized-token argument: why Brian and Antoine think today's cheap AI API costs are being propped up by Nvidia, Microsoft, and Amazon eating the difference, and what breaks in every AI-dependent business model once that stops
  • Tim Cook's exit and what handing Apple back to a hardware-first CEO signals about where the company bets next
  • Why Meta's push to replace staff with AI agents, including tracking their keystrokes, fell apart within months, and what it means for any founder thinking about doing the same
  • Each guest's prediction for where the SaaSpocalypse debate stands 12 months from now, plus Welcome's plug for his upcoming webinar on onboarding AI like you would a new hire
]]> Salesforce just had one of the best trading days in its history, up more than 20% in a single session, after CEO Marc Benioff went on camera and called the "SaaSpocalypse" nonsense. On this episode of The Growth Unfiltered Show, Antoine Vial sits down with Brian Graf, Welcome Read, and first-time guest Braison Murgai to put that claim on trial: is AI actually killing SaaS, or is Wall Street just re-running the same panic it's had all year? Along the way they cover Tim Cook stepping down as Apple's CEO after 15 years in favor of hardware chief John Ternus, and the inside story of how Meta's plan to replace its own staff with AI agents fell apart within months.

In this episode:

  • Why Salesforce's $11.3B quarter and Agentforce ARR up more than 200% year over year might say more about investor sentiment than about whether the SaaSpocalypse is actually over
  • The three-way argument for where SaaS really stands: the Bear case (the panic is real, just early), the Bull case (overblown from day one, moats and switching costs are real), and the Reclassifier case (SaaS didn't die, it just got re-sorted into "core systems" worth renting and "workflow wrappers" worth building)
  • Why a CRM might be one of the most AI-resistant pieces of software there is, and what that means for the rest of the SaaS stack
  • The subsidized-token argument: why Brian and Antoine think today's cheap AI API costs are being propped up by Nvidia, Microsoft, and Amazon eating the difference, and what breaks in every AI-dependent business model once that stops
  • Tim Cook's exit and what handing Apple back to a hardware-first CEO signals about where the company bets next
  • Why Meta's push to replace staff with AI agents, including tracking their keystrokes, fell apart within months, and what it means for any founder thinking about doing the same
  • Each guest's prediction for where the SaaSpocalypse debate stands 12 months from now, plus Welcome's plug for his upcoming webinar on onboarding AI like you would a new hire
]]> Tue, 08 Sep 2026 06:25:22 -0700 Kalungi Kalungi 2863 Salesforce just had one of the best trading days in its history, up more than 20% in a single session, after CEO Marc Benioff went on camera and called the "SaaSpocalypse" nonsense. On this episode of The Growth Unfiltered Show, Antoine Vial sits down with Brian Graf, Welcome Read, and first-time guest Braison Murgai to put that claim on trial: is AI actually killing SaaS, or is Wall Street just re-running the same panic it's had all year? Along the way they cover Tim Cook stepping down as Apple's CEO after 15 years in favor of hardware chief John Ternus, and the inside story of how Meta's plan to replace its own staff with AI agents fell apart within months.

In this episode:

  • Why Salesforce's $11.3B quarter and Agentforce ARR up more than 200% year over year might say more about investor sentiment than about whether the SaaSpocalypse is actually over
  • The three-way argument for where SaaS really stands: the Bear case (the panic is real, just early), the Bull case (overblown from day one, moats and switching costs are real), and the Reclassifier case (SaaS didn't die, it just got re-sorted into "core systems" worth renting and "workflow wrappers" worth building)
  • Why a CRM might be one of the most AI-resistant pieces of software there is, and what that means for the rest of the SaaS stack
  • The subsidized-token argument: why Brian and Antoine think today's cheap AI API costs are being propped up by Nvidia, Microsoft, and Amazon eating the difference, and what breaks in every AI-dependent business model once that stops
  • Tim Cook's exit and what handing Apple back to a hardware-first CEO signals about where the company bets next
  • Why Meta's push to replace staff with AI agents, including tracking their keystrokes, fell apart within months, and what it means for any founder thinking about doing the same
  • Each guest's prediction for where the SaaSpocalypse debate stands 12 months from now, plus Welcome's plug for his upcoming webinar on onboarding AI like you would a new hire
]]> technology, b2b, SaaS, AI, investment, tech, innovation, artificial intelligence, product marketing No Ep. 1 - 3,000 AI Agents vs. 50 Marketers: Who Actually Wins? 1 1 Ep. 1 - 3,000 AI Agents vs. 50 Marketers: Who Actually Wins? full 140d1cfd-6c0d-4620-9dd9-a33bfafce2d0 https://share.transistor.fm/s/9b72e6bb A company valued at close to $4 billion just swapped its entire 50-person marketing team for one CMO and a self-claimed army of 3,000 AI agents. On the first episode of The Growth Unfiltered Show, Antoine Vial sits down with Brian Graf and Welcome Read to pick that decision apart: is it a real operating model or a publicity stunt, and where does "one person running everything" actually break down at that size? Along the way they cover Gemini crossing a billion monthly users, the Google-Apple search deal, Meta's pivot from the metaverse to what Zuckerberg calls "personal superintelligence," and why Claude just started watermarking AI-generated content.

In this episode:

  • Why ClickUp's move split the group between "this is a real attempt" and "this is a PR stunt," and what "info versus intox" means as a way to tell the two apart
  • The math problem with letting one CMO make every decision for a company that size, whether a person or an AI agent is doing the deciding
  • A real Kalungi client story: a company at $5M ARR with a solid marketer and head of revenue that still hit a wall on bandwidth even after adopting AI, and why the real bottleneck was keeping the AI's knowledge current, not headcount
  • How Brian and Welcome actually draw the line between what gets handed to AI and what stays with a person on their own teams
  • Why several companies that went all-in on AI layoffs are already reversing course and rehiring
  • A rapid-fire round grading which marketing tasks (ad creative, pricing, positioning, running the whole department) should go to AI versus stay human
  • Everyone's bet on how long ClickUp's AI-powered CMO experiment actually lasts

ABOUT THE GROWTH UNFILTERED SHOW

The Growth Unfiltered Show is Kalungi's biweekly round table on what's actually happening in marketing, GTM, and AI. Host Antoine Vial sits down with Kalungi's CMOs and outside guests to react to the week's news and dig into one topic worth arguing about, and they don't always agree. It's built for the person running growth at a company right now (founder, first marketing hire, fractional CMO, doesn't matter) who wants something with real opinions in it, not another polished webinar.

Antoine Vial hosts every episode. He's CEO of Kalungi and has spent over a decade building and scaling B2B revenue engines, working directly with GTM leaders at inflection points from $1M ARR to $100M valuations. He's advised on 20+ GTM initiatives and 50+ engagements across three continents, co-wrote the GTM coaching book Level Up, and sits on the board at Acqyre. He's known more for diagnosing why a strategy isn't working than for handing out a template.

Each episode brings in 2 to 3 rotating guests, usually Kalungi's own fractional CMOs and partners. Episode one features:

Brian Graf, Kalungi's first-ever fractional CMO, seven years in and now Executive CMO. He's built go-to-market strategy for 20+ B2B companies and also hosts Kalungi's other podcast, B2B SaaS Marketing Snacks, past 90 episodes now. Client results he points to include 750% MQL growth at CCD Health and 4.6x customer growth at Zippity.

Welcome Read, a fractional CMO at Kalungi for close to three years. He's advised 20+ companies from $0 to $30M+ in ARR and runs GTM Cheat Codes, a LinkedIn series of practical growth lessons. His rule of thumb: marketing should make a business easier to understand and easier to buy from, not more complicated.

]]> A company valued at close to $4 billion just swapped its entire 50-person marketing team for one CMO and a self-claimed army of 3,000 AI agents. On the first episode of The Growth Unfiltered Show, Antoine Vial sits down with Brian Graf and Welcome Read to pick that decision apart: is it a real operating model or a publicity stunt, and where does "one person running everything" actually break down at that size? Along the way they cover Gemini crossing a billion monthly users, the Google-Apple search deal, Meta's pivot from the metaverse to what Zuckerberg calls "personal superintelligence," and why Claude just started watermarking AI-generated content.

In this episode:

  • Why ClickUp's move split the group between "this is a real attempt" and "this is a PR stunt," and what "info versus intox" means as a way to tell the two apart
  • The math problem with letting one CMO make every decision for a company that size, whether a person or an AI agent is doing the deciding
  • A real Kalungi client story: a company at $5M ARR with a solid marketer and head of revenue that still hit a wall on bandwidth even after adopting AI, and why the real bottleneck was keeping the AI's knowledge current, not headcount
  • How Brian and Welcome actually draw the line between what gets handed to AI and what stays with a person on their own teams
  • Why several companies that went all-in on AI layoffs are already reversing course and rehiring
  • A rapid-fire round grading which marketing tasks (ad creative, pricing, positioning, running the whole department) should go to AI versus stay human
  • Everyone's bet on how long ClickUp's AI-powered CMO experiment actually lasts

ABOUT THE GROWTH UNFILTERED SHOW

The Growth Unfiltered Show is Kalungi's biweekly round table on what's actually happening in marketing, GTM, and AI. Host Antoine Vial sits down with Kalungi's CMOs and outside guests to react to the week's news and dig into one topic worth arguing about, and they don't always agree. It's built for the person running growth at a company right now (founder, first marketing hire, fractional CMO, doesn't matter) who wants something with real opinions in it, not another polished webinar.

Antoine Vial hosts every episode. He's CEO of Kalungi and has spent over a decade building and scaling B2B revenue engines, working directly with GTM leaders at inflection points from $1M ARR to $100M valuations. He's advised on 20+ GTM initiatives and 50+ engagements across three continents, co-wrote the GTM coaching book Level Up, and sits on the board at Acqyre. He's known more for diagnosing why a strategy isn't working than for handing out a template.

Each episode brings in 2 to 3 rotating guests, usually Kalungi's own fractional CMOs and partners. Episode one features:

Brian Graf, Kalungi's first-ever fractional CMO, seven years in and now Executive CMO. He's built go-to-market strategy for 20+ B2B companies and also hosts Kalungi's other podcast, B2B SaaS Marketing Snacks, past 90 episodes now. Client results he points to include 750% MQL growth at CCD Health and 4.6x customer growth at Zippity.

Welcome Read, a fractional CMO at Kalungi for close to three years. He's advised 20+ companies from $0 to $30M+ in ARR and runs GTM Cheat Codes, a LinkedIn series of practical growth lessons. His rule of thumb: marketing should make a business easier to understand and easier to buy from, not more complicated.

]]> Fri, 21 Aug 2026 12:14:09 -0700 Kalungi Kalungi 2803 A company valued at close to $4 billion just swapped its entire 50-person marketing team for one CMO and a self-claimed army of 3,000 AI agents. On the first episode of The Growth Unfiltered Show, Antoine Vial sits down with Brian Graf and Welcome Read to pick that decision apart: is it a real operating model or a publicity stunt, and where does "one person running everything" actually break down at that size? Along the way they cover Gemini crossing a billion monthly users, the Google-Apple search deal, Meta's pivot from the metaverse to what Zuckerberg calls "personal superintelligence," and why Claude just started watermarking AI-generated content.

In this episode:

  • Why ClickUp's move split the group between "this is a real attempt" and "this is a PR stunt," and what "info versus intox" means as a way to tell the two apart
  • The math problem with letting one CMO make every decision for a company that size, whether a person or an AI agent is doing the deciding
  • A real Kalungi client story: a company at $5M ARR with a solid marketer and head of revenue that still hit a wall on bandwidth even after adopting AI, and why the real bottleneck was keeping the AI's knowledge current, not headcount
  • How Brian and Welcome actually draw the line between what gets handed to AI and what stays with a person on their own teams
  • Why several companies that went all-in on AI layoffs are already reversing course and rehiring
  • A rapid-fire round grading which marketing tasks (ad creative, pricing, positioning, running the whole department) should go to AI versus stay human
  • Everyone's bet on how long ClickUp's AI-powered CMO experiment actually lasts

ABOUT THE GROWTH UNFILTERED SHOW

The Growth Unfiltered Show is Kalungi's biweekly round table on what's actually happening in marketing, GTM, and AI. Host Antoine Vial sits down with Kalungi's CMOs and outside guests to react to the week's news and dig into one topic worth arguing about, and they don't always agree. It's built for the person running growth at a company right now (founder, first marketing hire, fractional CMO, doesn't matter) who wants something with real opinions in it, not another polished webinar.

Antoine Vial hosts every episode. He's CEO of Kalungi and has spent over a decade building and scaling B2B revenue engines, working directly with GTM leaders at inflection points from $1M ARR to $100M valuations. He's advised on 20+ GTM initiatives and 50+ engagements across three continents, co-wrote the GTM coaching book Level Up, and sits on the board at Acqyre. He's known more for diagnosing why a strategy isn't working than for handing out a template.

Each episode brings in 2 to 3 rotating guests, usually Kalungi's own fractional CMOs and partners. Episode one features:

Brian Graf, Kalungi's first-ever fractional CMO, seven years in and now Executive CMO. He's built go-to-market strategy for 20+ B2B companies and also hosts Kalungi's other podcast, B2B SaaS Marketing Snacks, past 90 episodes now. Client results he points to include 750% MQL growth at CCD Health and 4.6x customer growth at Zippity.

Welcome Read, a fractional CMO at Kalungi for close to three years. He's advised 20+ companies from $0 to $30M+ in ARR and runs GTM Cheat Codes, a LinkedIn series of practical growth lessons. His rule of thumb: marketing should make a business easier to understand and easier to buy from, not more complicated.

]]> b2b, saas, tech, investment, innovation, growth, marketing, technology, AI, artificial intelligence, management, team No