The Metrics Brothers

The Metrics Brothers is hosted by Dave "CAC" Kellogg and Ray "Growth" Rike. The Metrics Brothers provides unique insights, strategies, tactics, and metrics that are relevant to AI-Native software and SaaS companies. Each 25-30 minute episode will cover a topic critical to leading a B2B software company, and chock-full of practical advice that can be introduced and applied in most Native-AI, Agentic AI, and B2B software and SaaS companies.

The Metrics Brothers is a business podcast hosted by Ray Rike & Dave Kellogg, with 123 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Ray Rike & Dave Kellogg hosts The Metrics Brothers, a business show with 123 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #123

  The Metrics Brothers Hiatus

  Jun 2, 202612 minS0

  <p>After 122 episodes covering SaaS metrics, GTM analytics, and the evolving world of AI-native software, Dave "CAC" Kellogg and Ray "Growth" Rike announce that The Metrics Brothers podcast is going on hiatus.</p><p>In this abbreviated special episode, Ray and Dave reflect on what made the show work, what made it hard, and why now is the right time to take a pause. They share their top-performing episodes across 122 weeks, including the all-time most-listened episode on NRR, a breakout episode on pipeline generation, and the Intercom AI transformation episode that set a record for first-week downloads.</p><p>They...

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  Episode #122

  The Agentic Work Unit (AWU)

  May 26, 202628 minS0

  <p>Salesforce made waves in February 2026 by introducing the Agentic Work Unit, or AWU, as a new way to measure and potentially price AI agent activity. The Metrics Brothers, Ray "Growth" Rike and Dave "CAC" Kellogg dig into whether the AWU is a legitimate step toward outcome-based pricing, a vendor-specific adoption metric, or just another awkward intermediate measure in the long, messy history of software pricing models.</p><p>Episode Highlights:</p>Tokens are not business metrics. Ray and Dave open by drawing a clear line: tokens measure text processing and compute consumption, not business outcomes. Nobody walks into a...

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  Episode #121

  Private Credit and the Medallia Incident

  May 12, 202629 minS0

  <p>What happens when a $6.4 billion PE buyout becomes a cautionary tale for every SaaS operator, investor, and board member? In this episode, Dave "CAC" Kellogg and Ray "Growth" Rike break down Private Credit: what it is, how it works, and why it is showing up everywhere from venture rounds to leveraged buyouts. Then they walk through the Medallia deal step by step to show exactly how the model breaks.</p><p>What we covered:</p><p>Private credit 101: from venture debt to leveraged buyouts</p><p>Private credit is non-bank lending done by funds instead of banks, with a...

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  Episode #120

  The Redpoint 2026 State of the Market Report

  May 6, 202629 minS0

  <p>Dave "CAC" Kellogg and Ray "Growth" Rike dig into the Redpoint Ventures 2026 Software and AI Market Update - a 69-page report built on proprietary CIO survey data from 141 respondents, plus public market data from Qatalyst, Pitchbook, Goldman Sachs, RBC, and McKinsey. Big report with even bigger implications. Ray and Dave unpack the data that matter most for B2B SaaS and AI-native software operators.</p><p>WHAT WE COVER IN THIS EPISODE</p><p>The AI Build-Out Is Real and It's Not the Dot-Com Bubble</p><p>Hyperscaler CapEx is projected to hit $765B in 2026, up nearly 50% year over...

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  Episode #119

  The Intercom AI Transformation

  Apr 28, 202624 minS0

  <p>Dave "CAC" Kellogg and Ray "Growth" Rike tell the full story of how Intercom, a $400M ARR company that stalled at 4% growth, executed one of the most dramatic AI-first transformations in B2B SaaS. From writing off tens of millions in ARR to building a proprietary vertical AI model, this episode breaks down what it actually took to reinvent a mature SaaS business from the ground up.</p><p>Topics Covered</p>From 4% to 26% Growth: The Numbers Behind the Turnaround. Intercom hit rock bottom with five straight quarters of declining net new ARR before founder Eoghan McCabe returned and...

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