Crunchbase: 'Your SaaS Metrics Are a Result, Not a Strategy' — LTV/CAC and Rule of 40 Break Down in the Agent Era

Crunchbase News·low signal

A Crunchbase guest analysis argues that the canonical SaaS metrics — LTV/CAC, NRR, GRR, ARR growth, Rule of 40 — are lagging results, not strategies, and are increasingly misleading as agent-driven seat compression distorts the underlying unit economics. The timing is pointed: with median GRR falling to 84% and NRR expansion motions breaking, boards optimizing to old benchmarks may be steering by a broken dashboard. For builders, it's a reminder that the metrics incumbents report are about to describe a business model that no longer exists.