Top 10 in Tech - What to know for Week ending December 5, 2025

1. SaaS METRIC OF THE WEEK: Time to Profit - Probably one of the most important metrics in the post-COVID Civid/free money era. Most startups die not from bad ideas but from running out of cash before reaching sustainability. Shorter TTP forces discipline: fewer vanity bets, tighter PMF proofs, and faster elimination of anything that doesn't compound.


2. CONTRACTS: This is the report none of us knew we needed - but it's the unsexy stuff that matters as there are sone insightful gems: A guide on SaaS Contracts, complete with benchmarks such as customer signature roles (3/4 are Executives), AI and ML clauses (big increases in recent years), and the big one, time to sign - 3-5 days-ish (SMB to Enterprise). Have a read - I bet you will have some serious takeaways.


3. PMF: Product-Market Fit is a spectrum and a gradual one, moving through stages of demand, customer satisfaction, and efficiency. Success means balancing high customer need with scalable growth. Check out this dynamic scale - it's pretty interesting as it enables measures across multiple dimensions.


4. MARKETING AGENTS: Some AI-adventurous marketers (vibe marketers?) are swapping their ENTIRE teams for AI agents. Check out SafetyCulture, who use AI-powered lead enrichment. Their outbound and follow-up workflows drove near-100% lead coverage, 2× more opportunities, and 3× meeting-rate lifts -  without growing headcount.


5. SPATIAL INTELLIGENCE: New phrase for your tech dictionaries. a16z argues the next big leap is world models - what they mean by that consultant-ism is that soon AI will understand space, physics, and cause-and-effect. This shift unlocks agents that can act in real environments, not just talk about them—use cases for robots, AR, self-driving, logistics. Words are the table stakes - real-world shit is the moat.


6. STATE OF AI: Another week, another State of AI report - this time McKinsey, who note that AI adoption has flat-lined at 47 percent, yet enterprise spend is going vertical. The bottleneck isn't the models - it's companies. Most are stuck in pilot hell, drowning in fragmentation, shadow apps, and zero governance. A key takeaway for everyone to understand is that real gains typically emerge when companies redesign processes around AI rather than simply layering new tools on top of existing workflows. Also, check this neat infographic on Agent use by industry and business function.


7. STATE OF AI (FOR REALZ VERSION): I have had this conversation multiple times this week, even before OpenAI announced its "Code Red" emergency; it's obvious they were under pressure. What's the long-term (and sustainable) business model for Agentic AI? It's a commodity expectation ($20/month for an account - sure!) - it's generating massive amounts of revenue, but it's MASSIVELY expensive to serve in its current state to run these models. Check this article for a deeper read on OpenAI's emerging challenges.


8. INSURANCE: My day job is running a sexy Insurtech, and the insurance we need to operate globally is eye-watering. Mostly Metrics has a great breakdown of what tech companies actually need for coverage – from cyber to EPLI to the stuff your broker forgets to mention. The (mostly ironic) surprise: most startups are underinsured in the risky areas and wildly overpaying everywhere else.


9. AGILE BRANDING: I love the good ol' marketing-ism of "50% of our marketing works; we just don't know which 50%." Well, hey - from a brand perspective - there is an Agile Framework to figure out how. Kantar's new research says most of us waste brand spend by guessing. And you can figure that out with fast, iterative testing of real consumer tensions, experiments, and (AI-assisted) creative screening. TL;DR: agile brand-building beats big campaigns and guesswork, and you can measure your way into relevance instead of hoping for it.


10. CASE STUDY: Everyone loves a good exit story, but First Round's Merger Playbook is an IRL story of Crossbeam's merger from its CEO, who breaks down a brutally honest playbook on merging with your fastest-growing competitor. It ain't pretty - 18 months of stalled talks, 70/30 equity fights, gun-jumping landmines, ripping out whole codebases, cross-boarding 30,000 customers, and firing half the C-suite.


POD OF THE WEEK: Bit of a case study - from SaaStr, who have used an AI inbound agent where 71% of their closed-won sponsorship deals in Q4 came from AI-qualified inbound leads.