P&L Differences and Steady‑State Margins

Varsha explains evaluating steady-state gross margin per use case, ERA to FDE, and headcount productivity for planning.

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In this episode of Run the Numbers, CJ sits down with Varsha Udayabhanu of Invisible to unpack what enterprise AI adoption actually looks like beyond the hype. They cover forward deployed engineers, eight-week solution sprints, value-based pricing when outcomes are hard to meter, ARR vs. services revenue, and why “momentum” beats traditional SaaS metrics. A tactical look at trust, expansion, and building durable AI revenue.

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LINKS:

Varsha: https://www.linkedin.com/in/varshaudayabhanu/

Company: https://invisibletech.ai/

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

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

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