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S2E8: "You almost have to erase everything you learned in the 2010s" | Kellan Carter (FUSE)

Author
Manny Medina, Arnon Shimoni
Published
Fri 04 Jul 2025
Episode Link
None

FUSE VC General Partner Kellan Carter reveals why the 2010s SaaS playbook is dead and outcome-based pricing is the future. From a 24-year-old building AI for 911 dispatching to the secret board-level panic over revenue quality, Kellan shares unfiltered insights on what's actually working in AI investments. Topics include voice AI competition, BPO disruption, professional services transformation, and why founder quality now matters more than growth metrics. Recorded at the Paid studio.

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