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founderpath.com · newsletter
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Happy Tuesday.
408 CEO's are joining me next Monday to mastermind how to build an AI-proof SaaS.
>>RSVP here to join them
Here's a sneak peek of what we'll go through:
$10M on AI Nobody Can Copy
...by training 1,000 AI actors on conversion data from 6,000 customers so no competitor can replicate their model
Screenshot 2026-04-06 at 2.20.13 PM
AI Actors That Improve With Every Customer: 1,000 AI actors trained on real conversion data from 6,000 paying customers. Every new customer makes the AI smarter. A competitor starting today would need years to catch up.
210 AI Ad Variations at Once: Most founders A/B test 2 ads. ArcAds uses AI to generate 210 variations simultaneously and lets the algorithm pick winners. That is the gap AI creates between fast movers and everyone else.
AI Product That Sells Itself: First 5,000 customers came through product led growth with zero sales team. The AI output is so good it went viral. One user tweet drove $1M in new revenue overnight.
>> Learn how ArcAds built an AI moat no competitor can copy
Now, let's talk about doing this at scale.
Here's an example:
$53M Because AI Cannot Disrupt Institutions
...winning the USGA contract that made them the default platform for 11,000 clubs, with only $11M ever raised.
Screenshot 2026-04-06 at 2.22.09 PM
Win the Contract AI Cannot Touch: USGA chose Golf Genius for all US handicapping. When you are the platform a governing body chose, no AI startup can show up and replace you. You are infrastructure.
Use Profits to Buy What AI Threatens: Earning 20% margins and reinvesting into 10 acquisitions. GolfShot alone added 8M users and $10M revenue. AI may displace individual tools but not a portfolio.
100+ API Integrations AI Cannot Unwind: Every integration a partner builds creates switching cost that compounds. AI can clone your features but it cannot clone 100 integrations overnight.
>> Learn how Golf Genius made AI irrelevant to their business
Golf Genius made AI irrelevant by owning the institution.
TitanX made it irrelevant by owning the data:
$200K Data Moat AI Cannot Scrape
...with 70+ signals protected by federal TCPA regulation that no AI model can freely access
Screenshot 2026-04-06 at 2.22.41 PM
Buy the Data AI Cannot Scrape: Spent $200K cash on IP worth $100M in valuation 18 months later. TCPA regulations protect outbound dialing data from free scraping. This is a federal moat, not a feature moat.
Stack 70+ Signals Behind a Legal Wall: AI needs data to compete. TitanX stacked 70+ signals behind regulations that make scraping illegal. The best AI in the world is useless without the data.
136% Net Dollar Retention From AI Intelligence: Consumption credits built on proprietary data reveal who is expanding and who is about to churn before anyone picks up the phone. AI only you can build because only you have the data.
>> Learn how TitanX built a data moat AI cannot touch
Be sure to RSVP if you want the slide deck and replay.
Nathan Latka
CEO, Founderpath
PS. If you want the full slide deck and recording for free, RSVP here.
Look at the views from one of the past live trainings...
You definitely want to join.
Founderpath Webinars (69)
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