2026-10-23 08:00:00
Every major build-out has two phases per Carlota Perez: infrastructure, then the applications that pay for it. The telecom internet build-out ran capex twelve times ahead of application revenue at the 2000 peak, & took seven years to get application revenue above 10% of capex, & ten to reach 48%. AI has reached that 10% mark in four years, roughly half the time.
2026-10-22 08:00:00
Bardia Shahali, VP of Sales at Granola, joins Office Hours to explain how AI-era sales teams run smaller because revenue per rep multiplies, why comp plans moved from annual to quarterly, & why the sales pod splits by layer between infrastructure & application companies.
