I think, back for the second time,
one of the friends of the pot and a reservoir motion has it going, man. Very good, very good. Good to be here, guys. Resort for motion.
At what point does it become like reservoir motion and run it or is run it the subset of motion? How are you, are you as a holding company now? Like, how are you thinking about that? You know, maybe this is breaking news here,
but I suspect by 12 months from now, it's only run this. Okay, there we go, see, we were looking for the hot takes. I'm glad we got one, 15 seconds into the episode. Yeah, you went, you went straight for it.
There is no question in my mind that, obviously, people love and use motion. We have no plans to like sunset that product any time soon, but I suspect within 12 months, none of our customers will use the core product.
And they will do everything they love to do inside of motion. We'll do it through run it and it'll be 100 times better. Is that like a terrifying feeling as a CEO to wake up and be like,
“hey, I think our business model or our main product”
is going to be obsolete and not a thing. Is that like an exciting thing? Like, because for me and Connor, and I'm not that I'm not just really like for a consumer brand. Like, I'd be terrified of like, you know,
no one needed to make up her while it's in a year for now. We were very early to invest very heavily into AI. We had just raised our series B in late 2024. And the first board meeting that we had, we were coming off the best revenue quarter of all time.
Like, the business was just like ripping and growing really fast. And I told our board, this is like a newly established board post series B, I told them that we have to reimagine the entire business and that for the for the time being, we're not going to have revenue targets at all. And the reason was that I felt that if we were going to have revenue targets for the existing business,
we were always going to just like hedge what we needed to do to build a real AI company.
And my, my reasoning was that like, if we don't do this,
“then the entire company is at risk because I think any SaaS company that doesn't reinvent themselves to be an AI native company isn't really big trouble.”
But on the other side, any SaaS company that quickly reinvents themselves to be an AI company, the market opportunity in AI is like a thousand times bigger than SaaS could ever be. And so you have two paths, one of like almost certain death if you don't act quickly. And the other path is like unlimited heights of growth. And so like to me, it was a no-brainer.
It was, it was terrifying, certainly. But, but I, I felt like we had no choice. And so from early 2025, the vast majority of our engineering resources gone towards like what has become run is today. And I'm very happy that we did it. And I think it's going to take a little bit of time for the market to realize what we've done here as like AI becomes more and more a part of the way knowledge work happens.
But I am so thrilled about what our team is built and we're, we're ready for the moment and it's going to be a lot of fun. So did you raise, because you raise a lot of money, did you raise specifically for this? Or were you like, hey, we have this money now, let's go and use it on this? Yeah, so, you know, part of the raise was obviously this idea that we have to build into AI.
“I think the thing that it wasn't, wasn't clear was like,”
do you just bolt AI on top of a core product? And I think many SaaS companies try to do that and like just didn't work quite well. And so we knew going into the raise that a big part of our roadmap was going to be AI. But I think very quickly, it was like, no, no, it's not like we need to add AI features. It's that we have to reimagine the entire company from first principles thinking about AI.
And one of the things that was concerning about it was like, it wasn't clear to me how much the market itself was going to change. How much like the core principles of the problems that we set out to solve with motion. How much of that was going to be in flux? But thankfully, like the core thesis of motion is like more and more true every day where, you know, there's a special type of talent, the person who is equally creative, equally data-driven,
and building, that's kind of who we built motion around the first time. It's like that individual is going to be a really important part of the marketing org.
And I think when AI happened, like that same person is still a really critical profile in the marketing org.
And so the core premise of the business never changed. The only question was like, our approach to technology, and I'm happier is the capital to be able to like have the time and resources to do what needed to be done. But like we basically, we looked at the entire product from scratch and basically rebuilt all of it as if we were competing with ourselves. The idea was I like if a newly minted seed company were to look at this problem with fresh eyes and a codex subscription.