Mark Roberge (Ex-HubSpot CRO): "AI Startups Will See the Highest Failure Rate in History"
Sun Feb 08 2026
Mark Roberge is calling it now: we are about to witness the highest failure rate for a single cohort of startups in the history of tech.
As author of Science of Scaling, and co-founder of Stage 2 Capital, Mark joins the pod to dismantle the "growth at all costs" mindset that still plagues founders. He explains why the assembly-line sales model is dead and how AI will force a return to the full-cycle "rainmaker" rep.
**Key moments:**
The AI Bubble: Why the index fund of the last two years of AI investments is likely doomed.
Fixing Your ICP: And how optimizing for CAC or inbound volume without ICP fundamentals in place is a recipe for disaster
The 80% Rule: How AI moves reps from 25% selling time to 80%, and what that means for the future of SDR, AE, and CS functions
LIR - What it is and Why It Matters: Why every board deck needs a a LIR slide to predict product-market fit before revenue numbers hit
**Note:** Mark is donating 100% of the proceeds from his new book to mental health causes. Grab a copy of *The Science of Scaling* on Amazon!
Subscribe to Topline Newsletter.
Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech.
Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!
Chapters:
00:00 Introduction: Mark Roberge and The Science of Scaling
03:44 Founder Turnover and Loyalty in the AI Era
06:18 Navigating Founder Burnout and Strategic Pivots
16:30 Predicting High Failure Rates for AI-Native Startups
18:57 The Origin Story Behind The Science of Scaling
24:51 Why Most Companies Define Their ICP Wrong
28:34 The Leading Indicator of Retention (LIR) Framework
32:30 Real-World Example: Shifting ICP Based on Retention
37:22 Who Should Own Product-Market Fit?
43:23 Transitioning GTM Strategies from SaaS to AI
47:29 The End of Specialization: Collapsing GTM Roles
51:12 Solving GTM Inefficiency by Increasing Selling Time
56:50 How to Pilot the Consolidated "Ninja AE" Role
01:04:29 Designing Organizations for Rainmakers vs. Average Reps
01:08:01 Mental Health, Gratitude, and Closing Thoughts
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Mark Roberge is calling it now: we are about to witness the highest failure rate for a single cohort of startups in the history of tech. As author of Science of Scaling, and co-founder of Stage 2 Capital, Mark joins the pod to dismantle the "growth at all costs" mindset that still plagues founders. He explains why the assembly-line sales model is dead and how AI will force a return to the full-cycle "rainmaker" rep. **Key moments:** The AI Bubble: Why the index fund of the last two years of AI investments is likely doomed. Fixing Your ICP: And how optimizing for CAC or inbound volume without ICP fundamentals in place is a recipe for disaster The 80% Rule: How AI moves reps from 25% selling time to 80%, and what that means for the future of SDR, AE, and CS functions LIR - What it is and Why It Matters: Why every board deck needs a a LIR slide to predict product-market fit before revenue numbers hit **Note:** Mark is donating 100% of the proceeds from his new book to mental health causes. Grab a copy of *The Science of Scaling* on Amazon! Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast! Chapters: 00:00 Introduction: Mark Roberge and The Science of Scaling 03:44 Founder Turnover and Loyalty in the AI Era 06:18 Navigating Founder Burnout and Strategic Pivots 16:30 Predicting High Failure Rates for AI-Native Startups 18:57 The Origin Story Behind The Science of Scaling 24:51 Why Most Companies Define Their ICP Wrong 28:34 The Leading Indicator of Retention (LIR) Framework 32:30 Real-World Example: Shifting ICP Based on Retention 37:22 Who Should Own Product-Market Fit? 43:23 Transitioning GTM Strategies from SaaS to AI 47:29 The End of Specialization: Collapsing GTM Roles 51:12 Solving GTM Inefficiency by Increasing Selling Time 56:50 How to Pilot the Consolidated "Ninja AE" Role 01:04:29 Designing Organizations for Rainmakers vs. Average Reps 01:08:01 Mental Health, Gratitude, and Closing Thoughts