Executive Summary
John McMahon, the only executive to serve as CRO at five public software companies, delivered a masterclass that exposes a critical market blind spot: the inevitable collision between Product-Led Growth (PLG) euphoria and enterprise sales reality. His core thesis—that complex enterprise software cannot be sold through PLG alone—directly contradicts the venture capital obsession with viral growth models. McMahon's warning about the 'PLG trap' reveals a structural opportunity: companies that built...
Key Investment Opportunity
HubSpot: The PLG-to-Enterprise Bridge Infrastructure Play
HubSpot represents the ideal positioning for McMahon's PLG trap thesis. As companies discover they cannot scale to enterprise through pure PLG, they need platforms that can bridge low-touch onboarding with high-touch enterprise sales processes. HubSpot's evolution from marketing automation to full s...
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