Estimating Cal AI's acquisition value

Saba and Charlie do napkin math on the Cal AI acquisition by MyFitnessPal, share two must-do growth strategies for 2026 (API-first and Social SEO), and break down how Intercom bet the whole company on AI and won.

Timecodes:
00:00 – Intro

00:33 – Cal AI Acquisition Breakdown

19:20 – Growth Strategy #1: Go API-First

29:33 – Growth Strategy #2: Social SEO

36:46 – How Intercom Saved Itself with AI

44:27 – The Future of Outcome-Based Pricing

49:28 – Wrap up