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Joined December 2013
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Microsoft starts billing its AI SDR on Monday — Copilot credits, $0.01 each. The agent researches prospects, writes outreach, follows up. One thing Microsoft hasn't published: what one task actually costs. The meter starts before the price does.
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Same math, rep side: a per-credit agent is cheap if it books meetings, expensive if it burns credits drafting outreach nobody answers. Run the numbers on what each meeting that holds actually costs: salesquants.com/agent-vs-rep…
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Nooks raised $500M to build Node, an 'EA for the AE' — an AI that prompts the rep. They say 96% of drafted emails go out unedited. At that point the rep isn't reviewing. They're rubber-stamping. The edit is the job.
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Salesforce priced its AI teammate at $50/user/month. 185,000 users, 21x usage growth in 3 months. At that price the question isn't adoption — it's what each delegated hour actually saves. Nobody's published that number yet.
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AI hypergrowth companies staff sales at 18.4% of headcount vs 20.7% for the rest of tech. The 'replacement' is a rounding error. But 71% of SDR teams use AI daily — the highest of any GTM function. The SDR layer shrank. Sales didn't.
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Sling TV's AI agent took resolution from 36% to 71% — and chat sales conversion from 15.7% to 24.9%. The support agent became a sales channel. The question isn't whether agents can sell. It's whether you measure the revenue they touch.
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Lavender analyzed ~100M cold emails: AI-drafted + human-edited replied at 5.1%. Fully human: 3.8%. Fully AI-generated: 2.4%. The hybrid wins. The agent doesn't replace the rep — it drafts, the rep edits. The edit is the job.
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Salesforce says Koa makes 3x fewer errors on CRM tasks. Its own paper says something quieter: Koa completes 87% of multi-step CRM tasks — ahead of GPT-4.1 (82%), behind GPT-5.5 (91%). Vendor benchmarks are marketing. Read the paper.
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One week, three CX deals: Salesforce buys Cresta, Dialpad buys Ada, Five9 buys Level AI. The AI agent vendors are becoming features inside bigger platforms. The question for buyers: what happens to your agent when the vendor gets acquired?
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Same math on the SDR side: the agent you buy today may be a feature inside a bigger platform tomorrow. Run the numbers on what the tool costs you per meeting that holds — before the roadmap changes: salesquants.com/agent-vs-sdr…
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SaaStr runs a 1.5-person sales team with 20+ AI agents. Inbound agent: 614 meetings from 442K chats, $1M+ closed. Lemkin's own caveat: every agent has hallucinated. Agents book the meeting. Humans still close it.
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17% of cold emails never reach an inbox — blocked for bad data, not bad copy. Teams buy AI to write better emails, then feed it stale lists. The cheapest fix in outbound isn't a new tool. It's a verified list.
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