Salesforce just had one of the best trading days in its history, up more than 20% in a single session, after CEO Marc Benioff went on camera and called the "SaaSpocalypse" nonsense. On this episode of The Growth Unfiltered Show, Antoine Vial sits down with Brian Graf, Welcome Read, and first-time guest Braison Murgai to put that claim on trial: is AI actually killing SaaS, or is Wall Street just re-running the same panic it's had all year? Along the way they cover Tim Cook stepping down as Apple's CEO after 15 years in favor of hardware chief John Ternus, and the inside story of how Meta's plan to replace its own staff with AI agents fell apart within months.
In this episode:
ABOUT THE GROWTH UNFILTERED SHOW
The Growth Unfiltered Show is Kalungi's biweekly round table on what's actually happening in marketing, GTM, and AI. Host Antoine Vial sits down with Kalungi's CMOs and outside guests to react to the week's news and dig into one topic worth arguing about, and they don't always agree. It's built for the person running growth at a company right now (founder, first marketing hire, fractional CMO, doesn't matter) who wants something with real opinions in it, not another polished webinar.
Antoine Vial hosts every episode. He's CEO of Kalungi and has spent over a decade building and scaling B2B revenue engines, working directly with GTM leaders at inflection points from $1M ARR to $100M valuations. He's advised on 20+ GTM initiatives and 50+ engagements across three continents, co-wrote the GTM coaching book Level Up, and sits on the board at Acqyre. He's known more for diagnosing why a strategy isn't working than for handing out a template.
Each episode brings in 2 to 3 rotating guests, usually Kalungi's own fractional CMOs and partners. Episode one features:
Brian Graf, Kalungi's first-ever fractional CMO, seven years in and now Executive CMO. He's built go-to-market strategy for 20+ B2B companies and also hosts Kalungi's other podcast, B2B SaaS Marketing Snacks, past 90 episodes now. Client results he points to include 750% MQL growth at CCD Health and 4.6x customer growth at Zippity.
Welcome Read, a fractional CMO at Kalungi for close to three years. He's advised 20+ companies from $0 to $30M+ in ARR and runs GTM Cheat Codes, a LinkedIn series of practical growth lessons. His rule of thumb: marketing should make a business easier to understand and easier to buy from, not more complicated.
Braison Murgai, Engagement Director at Kalungi, joining the show for the first time. He has a background in software and fintech, with several years spent deep in the payment processing ecosystem.
In this episode, ClickUp replaced 50 marketers for 1 CMO and 3,000 AI agents. Kalungi's CMOs debate whether that actually works.
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