logo
episode-header-image
Nov 15
47m 14s

Too Big to Fail: The OpenAI Edition | Mo...

CJ Gustafson
About this episode

In this episode of Mostly Growth, CJ Gustafson and Kyle Poyar dig into what it means to be useful rather than just right at work, exploring how communication, empathy, and impact matter more than technical precision as careers mature. They share candid lessons from their own paths—CJ’s focus on making others look good to earn promotions and Kyle’s evolution into a domain expert through public writing—before unpacking what separates good from great VPs of Sales with insights from Pavilion founder Sam Jacobs. The conversation then shifts to OpenAI’s “too big to fail” claims, the economic ripple effects of AI infrastructure spending, and how finance leaders can stay grounded in reality. Rounding out the episode, the hosts preview their latest research—CJ’s “Agentic Finance” report on AI in the finance stack and Kyle’s 2025 SaaS Benchmarks—and close with lighthearted banter about founder age stats, home maintenance mishaps, and the price of professional Christmas lights

LINKS:

Mostly Metrics: https://www.mostlymetrics.com

CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/

Growth Unhinged: https://www.growthunhinged.com/

Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/

Slacker Stuff: https://www.slackerstuff.com/

Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/

https://sarahcharlton.substack.com/p/from-being-right-to-being-useful

https://www.highalpha.com/saas-benchmarks

https://www.mostlymetrics.com/p/presenting-the-state-of-the-agentic-financial-stack

https://www.mostlymetrics.com/p/finance-in-2030

https://worksinprogress.co/issue/the-algorithm-will-see-you-now/

https://www.theinformation.com/briefings/openai-ceo-sam-altman-forecasts-20-billion-annualized-revenue-year

https://www.growthunhinged.com/p/your-pricing-is-broken

RELATED EPISODES:

When the marketing math doesn’t math | with Emily Kramer

https://youtu.be/sSuoV_YSrlw

Getting fired 4 times made me a founder | Sam Jacobs of Pavilion

https://youtu.be/8X-JVOF-1A0

How To Win at Early Stage Sales With the Guy Who Helped Take Snyk From $0 to $100M+

https://youtu.be/VKrZCte8fyM

996 Culture, Exploding AI Bills & SaaS Chaos

https://youtu.be/qhrxDL0gsRo

TIMESTAMPS:

00:00:00 Preview and Intro

00:02:18 Sponsors – Pulley and Metronome

00:05:09 Flight Cancellation and Airport Chaos

00:07:58 Being Right vs. Being Useful

00:11:17 Getting Promoted Early by Making Others Look Good

00:15:25 What Separates a Good VP of Sales from a Great One

00:18:24 Sales Leaders as Capital Allocators

00:21:14 The Organizational Tax of Sales Support

00:22:33 Is OpenAI Too Big to Fail?

00:25:31 AI Investments, Alternatives, and Market Impact

00:27:50 Bailouts and Economic Reality

00:28:20 Agentic Finance and the AI-Driven Finance Stack

00:31:43 SaaS Benchmarks Report 2025 Overview

00:33:59 Growth Rates by ARR Tier and Scale

00:35:40 AI’s Impact on Engineering Teams

00:37:45 Age and Startup Success

00:39:42 Building Durable Businesses Over Time

00:41:25 Something You Tried This Week – HVAC Cleaning

00:43:19 Outsourcing Holiday Cheer – Professional Light Installation

00:47:08 Credits – Mostly Growth Closing Remarks

SPONSORS:

Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics

Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That’s why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com

#MostlyGrowthPodcast #StartupFinance #AIPodcast #SaaSLeadership #GoToMarket



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
Up next
Yesterday
Running the Product-Market Fit Treadmill with Brian Balfour | Mostly Growth
<p>Brian Balfour, Founder & CEO of Reforge and former VP of Growth at HubSpot, joins Mostly Growth to explore why product-market fit is a moving target. He introduces the concept of the Product-Market Fit Treadmill, a state where rising customer expectations and competitive press ... Show More
52m 58s
Nov 20
Mercury, Snowflake, and Boulder Care Finance Pros Weigh In | Campfire Roundup
<p>In this special episode of Run the Numbers, CJ Gustafson records live from Campfire’s AI Finance Forward conference in San Francisco, serving up a trio of rapid-fire interviews with top-tier finance leaders. First, Daniel Kang, CFO of Mercury, breaks down the quality of fintec ... Show More
1h 16m
Nov 17
Grindr’s $0 CAC Secret from the CFO Who Launched Disney+ | Vanna Krantz
<p></p><p>In this episode of Run the Numbers, CJ Gustafson sits down with Vanna Krantz, former CFO of Disney+ and Grindr, to explore what it takes to lead finance through massive inflection points. Vanna reflects on building Disney+’s subscription model from scratch under Bob Ige ... Show More
51m 43s
Recommended Episodes
Jul 2025
1114: Building a Smarter Funnel at Speed | Kevin Wall, CFO, Stax Payments
When Kevin Wall first stepped into industry from public accounting, it wasn’t by accident—it was through a client he already knew well. The company, in the midst of an ERP conversion and preparing to go public, saw in Wall someone who understood both their numbers and their needs ... Show More
45m 11s
Apr 2025
539: The 80/20 CEO on Guiding Your Business from Panic to Profit
<p dir="ltr">Welcome to Strategy Skills episode 539, an interview with the author of From Panic to Profit: Uncover Value, Boost Revenue, and Grow Your Business with the 80/20 Principle, Bill Canady.</p> <p dir="ltr"> </p> <p dir="ltr">In this episode, Bill shares insights from hi ... Show More
52m 33s
May 2024
Empowering Small Business Leaders: Tips From a Fractional CFO
<p>Small businesses rarely have the budget to hire a full finance team, but they still need the same diverse range of support across payroll, accounting and financial planning as a large corporation. Some companies decide to outsource these functions to a dedicated finance and ac ... Show More
26m 48s
Oct 15
1135: Where Strategy Meets Finance in the Ad-Tech Revolution | Clayton Kossl, CFO, Basis Technologies
On his first day in investment banking, Clayton Kossl was “thrown right into the cauldron.” With few senior professionals in the small aerospace and defense group, junior bankers like him were expected to face company owners directly. “You had to understand the businesses inside ... Show More
42m 24s
Oct 2024
Agencies vs. In-House Teams - Which is Better?
<p>📈 Ecommerce Equation - Business Coaching, Consulting &amp; Community 🔗 https://www.ecommerceequation.com.au/ In this episode of Chew on This, Ash is joined by Jay Wright, CEO and Founder of Ecommerce Equation, an Australian-based growth and education business for brands. Th ... Show More
48m 4s
Apr 2025
Strategic Accounting: The Untapped Blueprint to Profit, Protection, and Peace of Mind
<p dir="ltr">Timothy Wingate Jr., founder and president of G+F Business & Financial Consulting, is a licensed Enrolled Agent and construction accountant specializing in tax planning and financial consulting for construction companies.</p> <p dir="ltr">In today's conversation, Tim ... Show More
32m 39s
May 2025
1101: Turning Home Equity into a Platform, Not a Product | Tom Egan, CFO, Hometap
When Tom Egan walks a homeowner through the math—“If your house is worth a million dollars and you owe five hundred thousand,” he says—the traditional options surface quickly: load the balance sheet with a costly home‑equity loan or sell and hope you can find somewhere new to liv ... Show More
59m 53s
Sep 2024
Renishaw: The Precision Pioneers - [Business Breakdowns, EP.181]
Today, we are breaking down Renishaw, a leading supplier of measuring and manufacturing systems, specifically focused on accuracy and precision. What does that mean in layman's terms? Renishaw is a picks and shovels provider to many of the fastest-growing end markets in the world ... Show More
50m 28s
Jul 2025
1117: Building a Unicorn with a Finance Blueprint | Konstantin Dzhengozov, CFO, Payhawk
When Konstantin Dzhengozov turned down a corporate development role in the U.S., he wasn’t walking away from opportunity—he was running toward a different kind of growth. Having helped lead the FP&A function at a fast-scaling Bulgarian tech firm through its acquisition by a U.S. ... Show More
42m 8s
Mar 2025
146. Entrepreneurship Through Acquisition 101 feat. Jesse Safir
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>Join us as we dive deep into the world of Entrepreneurship Through Acquisition (ETA) with our guest, Jesse Safir, President of ABG Print. In this episode, financ ... Show More
1h 39m