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All-In Podcast · Ep. 218 · 1h 42m
David Sacks · General Partner, Craft Ventures
Sacks argues that the enterprise AI adoption curve is compressing dramatically — what took SaaS 10 years is happening in 18 months. He cited Salesforce's Agentforce reaching $100M ARR in under 90 days as evidence that large enterprises are skipping pilots and moving to production deployments. The panel pushed back, with Friedberg noting that most "deployments" are still internal tooling rather than customer-facing revenue. Sacks acknowledged the distinction but maintained that procurement cycles have shortened from 12 months to under 60 days for AI deals. This view was the majority position on the show.
Signal
If you're running competitive processes on enterprise AI deals, compress your conviction timeline — founders who have landed one referenceable Fortune 500 deployment are closing Series B rounds in under 6 weeks. Ask your pipeline companies for procurement cycle data before the next partner meeting.
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