Was traveling this weekend but back to sales tomorrow.
Plan for the week is a few onsites.
Generate new pipeline
Move forward existing deals
Let’s win the week
What’s your plan?
@hitborg Yep 100% a lot of people think their way is the best way which is okay but learning to take feedback and understand others opinions and perspectives is huge
Things I wish I knew before starting tech sales:
Your territory matters.
Your manager matters.
Your pipeline matters.
Your activity does NOT tell the full story.
And being coachable can make you a lot of money.
Sales has the fairest pay structure in corporate America.
Create more revenue.
Solve bigger problems.
Become harder to replace.
Make more money.
Your age and degree matter far less when you can produce.
@NotoriousROI 100% man wish I knew more abt that before I started my current role.
Territory is so so important and so is your manager besides yourself these two things are your biggest factor to your success imo
If I was 18 again I would do this:
Skip the $100k college debt.
Get an SDR job.
Learn how to sell.
Become a top performer.
Get promoted to AE.
Make $150k-200k while I’m 22
Then use that income to invest and build something on the side.
I wish more 18-22 year olds knew about tech sales.
Most people hear “sales” and think car dealerships or door knocking.
Meanwhile people in their early 20s are selling software and making $100k+
It’s so easy to become wealthy today.
Here is the formula:
Max your Roth IRA.
Take the 401(k) match.
Learn a high-income skill.
Don’t spend like crazy.
Don’t budget.
Automatically invest a certain amount of extra cash every day based on your income.
Build a side business.
Boom. You’re a multimillionaire.
$META is down roughly 12% YTD.
But it isn’t dead.
This thing is going to rip and rip hard.
Let me tell you why:
The core business is accelerating.
Q2 numbers:
Revenue: $60.8 billion (+28%)
Advertising revenue: $59.4 billion (+27%)
Ad impressions: +14%
Average price per ad: +12%
Average revenue per person: +24%
Daily active people: 3.60 billion
Meta is operating at a $243 billion annualized revenue pace while still growing nearly 30%.
That is not a dying company.
Wall Street isn’t scared of weak demand.
It’s scared of the spending.
Meta spent $31.1 billion on capital expenditures in Q2 and now expects to spend $130 billion to $145 billion in 2026.
That crushed quarterly free cash flow to just $784 million and pressured margins.
But the business still generated $31.9 billion in operating cash flow during the quarter.
Meta is using one of the greatest advertising businesses ever built to self-fund one of the largest AI infrastructure buildouts on Earth.
AI is already strengthening the cash cow.
Ad impressions increased 14%.
Average ad prices increased 12%.
Advertising revenue increased 27%.
AI is improving recommendations, targeting, creative generation and conversions across Facebook and Instagram.
Meta doesn’t need to invent a completely new business model to monetize AI.
Every improvement can flow directly into its existing advertising machine.
The legal overhang just became much smaller.
Meta already won the FTC case that could have forced it to separate Instagram and WhatsApp.
The FTC is appealing, but the existential breakup threat lost its first major battle.
Meta also just reached a settlement worth up to $18 billion over 10 years in the youth-safety litigation.
That is a massive headline, but manageable math for Meta.
The core ad-targeting system and personalized feeds remain intact.
Meta still earned $15.85 billion in Q2 despite recording $2.4 billion in legal charges and another $1.18 billion in severance expenses.
The lawsuits are expensive.
They are not destroying the business.
The optionality is enormous.
Instagram: 2 billion daily users
Threads: 500 million monthly users
AI glasses: millions of daily users
Reality Labs revenue: +16%
WhatsApp monetization: still in its early stages
The market continues valuing Meta primarily as an advertising company.
It is simultaneously building an AI assistant, business agents, smart glasses and the infrastructure behind the next computing platform.
The biggest opportunity is what happens after the buildout.
Meta is paying for the infrastructure now.
If capital-spending growth eventually slows while revenue continues expanding, free cash flow could snap back aggressively.
Even with this historic investment cycle, Meta still expects 2026 operating income to exceed 2025.
The market sees $145 billion of spending and scary legal headlines.
I see 3.6 billion daily users, 27% advertising growth, nearly $32 billion of quarterly operating cash flow and a company capable of funding its own AI future.
My call: $META around $585.
I think $800+ is coming back into play.