# how much of your revenue goes to AI?

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## Email content

Founderpath_logo_color (2)-3

It's Nathan.

I'm looking at the new State of AI: The Builder's Economy report from ICONIQ Capital. They surveyed over 300 software executives building AI products.

The headline numbers look healthy.

AI products are on track to make up 42% of revenue at these companies this year, up from 32% in 2025, with gross margins improving toward a projected 59% by 2027.

Producing that growth costs money, and the cost is climbing fast:

Screenshot 2026-07-23 at 1.38.25 PM

ICONIQ's own read is that companies are underestimating the true cost.

One builder watched a workflow budgeted at 10 cents per run climb past $1.50 as agents retried and corrected themselves.

The return on all that spend is uneven.

What the report shows about where that money goes:

Agents are being deployed fast, but their average impact stays below 30%in every company-size band

Coding assistance is where AI pays off most, at 48%for high-growth companiesvs 32% for everyone else

42% of companies now charge usage-based, up from 35% six months ago, and the average company blends 1.7 pricing models at once

78% are rethinking workforce planning. 33% are planning smaller teams

Screenshot 2026-07-23 at 1.44.39 PM

Every founder reading this is under the same pressure: Spend more on AI, right now, before you know what it returns.

That is money leaving your account today for a payoff that shows up later, if it shows up at all.

You can fund that bet two ways:

Sell equity and give up a piece of the company to pay for an experiment

Or take capital you pay back and keep every point of ownership for yourself

I'm offering the second path with Founderpath non-dilutive funding options.

We look at the revenue you are already booking and funds against that, so you can make the AI bet without putting your cap table on the line.

Three ways I can invest in you (wiring fast, without taking your equity):

Revenue financing. $1-3M revenue. Capital in 24 hours.

Term loans. $3M+ revenue. Interest-only periods, no warrants, 4-year paybacks.

Merchant cash advance. Flexible payback tied to future sales.

Get your offer in 2 minutes

Or reply directly. I read responses for a few hours after every send.

Nathan Latka

CEO, Founderpath

PS: If you want to meet founders running this playbook in person, here are the SaaS events worth your time this year.

PPS: Founderpath has deployed $271m across 740 SaaS companies. This case study page shows some deals we've done, with details over founders who grew on non-dilutive capital, what they raised, what they built, and what the company is worth now.

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Founderpath, 815A Brazos Street, , Austin,TX,78701,USA,(210) 718-8920

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