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The Official SaaStr Podcast: SaaS | Founders | Investors

The Official SaaStr Podcast: SaaS | Founders | Investors

SaaStr 873: Agents Are Your New Power Users: How Klaviyo CEO Andrew Bialecki Is Remaking a $1.4B Business for the Agent Era

Aug 14, 2026 · 44m

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Before AI, Klaviyo had an insight that changed e-commerce marketing forever: don't show merchants how many emails they sent, show them how much money those emails made. That single shift helped Klaviyo capture 80% market share, earn a cult following among Shopify merchants, and IPO in 2023 with $1.4B in revenue. Now Andrew has to do it again. In this session at SaaStr AI Day, Klaviyo's co-founder and CEO breaks down how he's rebuilding a dominant pre-AI company for the agent era, including some of the most practical AI-at-scale lessons we've heard from any founder this year. What's inside: The Dark Factory. Klaviyo's internal agent system inspired by "lights-out manufacturing," where a team…