GTM AI Podcast & Newsletter

GTM AI Podcast & Newsletter

Signal vs. Noise

The AI SDR Bubble Is Popping. Here’s What Comes Next.

50-70% tool churn, $350M valuations on phantom revenue.

J Moss's avatar
J Moss
Mar 14, 2026
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The Churn Nobody Wants to Talk About

UserGems is reporting 50-70% annual tool churn rates on AI SDR platforms. That’s not normal SaaS churn. That’s roughly double the turnover rate of the human SDRs these tools are supposed to replace. Companies are buying, deploying, watching pipeline numbers wobble, and ripping the thing out before the first contract r…

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