insights >>
Video
May 19, 2026

The Rebuild Moment: Why Most SaaS CEOs Are Sequencing AI Wrong | Tom Scott, Wrike

Proof of Work — Episode 097
Why Most AI Spending Never Reaches the P&L
Jimmy Bijlani, AI Momentum Partners
00:00
--:--

Tom Scott, CEO of Wrike, joins Stu Willson to walk through what he calls "the rebuild moment" — the actual operating playbook for a $250M+ ARR SaaS company navigating the AI transition from inside the seat. The conversation covers what's actually defensible in enterprise software when coding agents can clone a UI in a weekend, why most CEOs are sequencing the AI rebuild incorrectly, how Tom reversed his own delegation model to consolidate decision-making for speed, and what diligence questions PE investors should be asking that almost none are. Tom also walks through the J-curve of AI transformation inside Wrike's own engineering and marketing functions, including a marketing case study with concrete numbers (3x article output, 87% faster account research, 50–75% faster gated-asset production).

Keywords: Stu Willson, Stuart Willson, Just Curious, Pluris, Tom Scott, Wrike, SaaS AI, enterprise software AI, AI transformation, work management AI, AI agents enterprise, system of agency, MCP infrastructure, governance AI, J-curve AI, seat-based pricing, AI pricing models, PE software AI, private equity software, CEO playbook AI, AI rebuild, personal disruption, subtract before add, mid-market SaaS

📩 Subscribe for Weekly AI Insights & Case Studies:
https://just-curious-ai.beehiiv.com/?utm_source=youtube&utm_medium=video&utm_campaign=Scott_INTERVIEW

chapters
19 marks
00:00
Intro
01:00
Who is Tom Scott / what is Wrike
02:11
Should SaaS CEOs be bearish on SaaS in an AI world?
05:11
Commoditization: what AI flattens vs. what survives
07:01
What's actually defensible: "Know your customer"
08:51
System of record vs. system of agency
11:02
Accruing memory: where the value of agent training accrues
12:39
What Wrike is doing internally: agency, MCP, governance investments
15:27
Will Microsoft / OpenAI / Anthropic just own this layer?
17:50
The future of seat-based pricing (and Apex)
20:25
What "rebuild the company" actually means
23:43
What happens to companies that don't rebuild
25:08
Why hands-on personal disruption is non-negotiable
28:56
The first thing Tom changed: his own approach
31:29
The 5-step rebuild playbook
35:37
AI's impact on engineering velocity (25% Q4 lift)
36:36
Where most CEOs get the sequence wrong
38:30
Inside Wrike's marketing transformation: real numbers
41:26
Advice for $100M–$250M+ company CEOs starting today
42:51
The leader asking you to slow down: how Tom responds
44:46
Failure of imagination and the real source of resistance
47:30
The PE playbook under pressure: new diligence questions
51:25
ROI timeline and the J-curve in practice
54:39
Offense vs. defense in an AI-disrupted category
56:02
What separates the winners from the deconstructed
57:07
Advice for CEOs over the next 12 months
Working on something like this?
Submit a need and practitioners respond with how they would approach it. Free, anonymized.
submit a need

More insights

Sep 29, 2026
Someone Already Solved the AI Problem You're Stuck On
Stu Willson
Sep 22, 2026
Assessing AI, when you cannot see inside it
Dhruv Gulati
Sep 15, 2026
The Migration Can Wait
Jordan Gurrieri