Klaviyo’s CEO on Building at $1.5B ARR With Agents: “Dark Factory,” Composer, and Why Every Single Employee Had to Hit L3 by June

Klaviyo co-founder and co-CEO Andrew Bialecki came to SaaStr AI to walk through how a 2,300-person public company builds AI products. Not the vision deck. The actual build system.

Klaviyo won B2B for e-commerce with one insight: instead of showing merchants how many emails they sent and how many got opened, connect to the cart and to Shopify and show them the campaign made $18,372. Merchants still post those screenshots on LinkedIn years later. Changing what the dashboard reported took Klaviyo to roughly 80% share in the Shopify ecosystem, one of the only IPOs in the 2023 cohort, and...