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PODCAST

The Metrics Brothers

Ray Rike & Dave Kellogg

The Metrics Brothers is hosted by Dave "CAC" Kellogg and Ray "Growth" Rike.The Metrics Brothers provides unique insights, strategies, tactics, and metrics that are relevant to AI-Native software and SaaS companies.Each 25-30 minute episode will cover a topic critical to leading a B2B software company, and chock-full of practical advice that can be introduced and applied in most Native-AI, Agentic AI, and B2B software and SaaS companies.

business management

All Episodes

00:24:42

The Air Street State of AI Report 2025

The Metrics Brothers ·

2025/11/12

Air Street Capital and Nathan Benaich recently published their State of AI Report 2025. This 313 page report is full of great insights into how AI is evolving, and Dave "CAC" Kellogg and Ray "Growth" Rike discuss some of the top findings

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00:24:12

G2 Report - A Leap of Trust: AI Agents Are Winning...

The Metrics Brothers ·

2025/11/05

AI Agents are moving from hype to practical deployment — here’s what the data really says from a conversation between Dave "CAC" Kellogg and Ray "Growth" Rike

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00:22:07

What is ROI and Why Does it Matter in AI Software...

The Metrics Brothers ·

2025/10/29

The buzz about ROI from AI software investments is palpable, so Dave "CAC" Kellogg and Ray "Growth" Rike take on the topic of measuring Return on Investment on AI software investments

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00:22:58

9-9-6: What is Means and Why Everyone is Talking...

The Metrics Brothers ·

2025/10/23

Everyone is talking about 9-9-6 and why it's critical to winning in the newest era of Software - AI! Dave "CAC" Kellogg and Ray "Growth" Rike discuss why it's such a trending topic.

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00:24:44

The Forward-Deployed Engineer

The Metrics Brothers ·

2025/10/16

The Forward-Deployed Engineer

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00:25:30

The Iconiq State of Software 2025 Report

The Metrics Brothers ·

2025/10/08

The Iconiq State of Software 2025: Rethinking the Playbook is a solid industry report that includes several metrics and benchmarks for SaaS and AI-Native companies alike and Growth and CAC dive into the most interesting details

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00:22:58

The Bessemer Cloud 100 Benchmarks Report 2025

The Metrics Brothers ·

2025/10/01

The 2025 BVP Cloud 100 Benchmarks Report provides a snapshot into the top 100 PRIVATE SaaS/Cloud/AI companies - Dave "CAC" Kellogg and Ray "Growth" Rike discuss the details

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00:23:06

Grindscore: A New Workplace Attractiveness Metric

The Metrics Brothers ·

2025/09/23

Positive Business Outlook or Work-Life Balance - which is more important? The "Grindscore" metric combines the two to determine the attractiveness of a company for employees. Dave "CAC" Kellogg and Ray "Growth" Rike discuss the metric from many different angles including:The origin of the Grindscore metricPositive Business Outlook (PBO) + Work-Life Balance (WLB)Sample of Private and Public Company GrindscoresWhy a high PBO and high WLB scores the same as a low PBO and an average WLB (flaws of the

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00:23:14

Grindscore: A New Workplace Attractiveness Metric

The Metrics Brothers ·

2025/09/20

Positive Business Outlook or Work-Life Balance - which is more important? The "Grindscore" metric combines the two to determine the attractiveness of a company for employees. CAC and Growth discuss the calculation and merit of the metric!

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00:25:45

Bessemer's State of AI 2025 Report

The Metrics Brothers ·

2025/09/10

Bessemer Venture Partners recently released their State of AI 2025 Report, and it reads like an astronomer's space exploration manual. Dave "CAC" Kellogg and Ray "Growth" Rike explore the universe of AI in today's episode.

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00:23:06

AI Valuations from Aventis

The Metrics Brothers ·

2025/09/03

Aventis recently published a report on AI Valuations which covered investments, valuations and multiples on AI investments over a 15 year period from 2010 - 2025!

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00:25:02

The Gross Margin of AI Products

The Metrics Brothers ·

2025/08/18

AI-Native products and AI products as part of a SaaS platform have different Cost of Goods Sold (COGS) than a legacy SaaS platform, which directly impacts Gross Margin - the Metrics Brothers discuss the details

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00:23:07

Data Center Metrics: Gigawatts and Manhattans

The Metrics Brothers ·

2025/08/12

AI is creating a level of need for data centers, power and processing capacity that has not been seen before - but how to measure the magnitude of that need is the topic for the Metrics Brothers to take on during this episode

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00:25:03

The New AI Growth Metric: Months to $100M in ARR

The Metrics Brothers ·

2025/07/31

SaaS companies traditionally were measured on how many years it took to achieve $100M ARR - in today's brave new world of AI, that discussion is now MONTHS - Dave "CAC" Kellogg and Ray "Growth" Rike highlight discuss this new AI growth metric in today's episode.

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00:29:24

The Windsurf Transaction and the New Reverse Aqui-hires

The Metrics Brothers ·

2025/07/23

The recent $2.4B deal by Google to purchase Windsurf's two co-founders, key staff and a non-exclusive license to Windsurf's software is an example of the new Reverse Acqui-hire structure. Dave "CAC" Kellogg and Ray "Growth" Rike discuss the tradition vs new acqui-hire structure model as evidenced by the Google-Windsurf deal.

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00:24:33

AI Metrics

The Metrics Brothers ·

2025/07/17

AI and AI-Native companies are changing the software industry and the metrics to measure AI market momentum are still evolving. Dave "CAC" Kellogg and Ray "Growth" Rike discuss a recent article on AI Metrics by Benedict Evans.

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00:21:45

Figma S-1

The Metrics Brothers ·

2025/07/09

Figma is a web-based collaborative design platform used by product designers, UX/UI teams, and developers recently filed their S-1 in preparation for their IPO. Dave "CAC" Kellogg and Ray "Growth" Rike discuss several interesting aspects of the S-1 including how they calculate Net Revenue Retention, Gross Revenue Retention and where they stand amongst other public SaaS companies as measured by the Rule of 40.

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00:29:20

The ICONIQ 2025 State of Go To Market Report

The Metrics Brothers ·

2025/07/02

Go-to-Market is a term often used when referring to the strategy, processes and organizations that B2B companies use to acquire, retain and expand customers. In this episode, Dave "CAC" Kellogg and Ray "Growth" Rike discuss the recently published ICONIQ report on the State of GTM 2025...and yes it includes a lot about how AI-Native and AI utilization is impacting all things GTM.

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00:24:14

Is ARR Dead?

The Metrics Brothers ·

2025/06/25

The definition of Annual Recurring Revenue (ARR) has never been standardized - but in an era of variable pricing models such as Usage-Based Pricing the innovative approaches to calculate and report ARR are evolving - Dave and Ray take on the trending on-line topic under the umbrella of "Is ARR Dead?"

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00:25:26

Mary Meeker - Artificial Intelligence (AI) Trends Report

The Metrics Brothers ·

2025/06/11

During this episode of SaaS Talk with the Metrics, CAC and Growth discuss some of the KEY highlights of the Artificial Intelligence (AI) Trends 2025 report just released by Bond VC and legendary technology analyst andinvestor Mary Meeker

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119 results

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