The $18 Billion Backdoor: How One Aussie Founder Plans to Eat LinkedIn Alive

The inbox is dead, and the people who keep emailing it the hardest are the ones killing it fastest.

Funding stage: Seed. Roughly $8M raised to date, strong operator and VC backing, 250% revenue growth last year, but no announced Series A. This is a Seed-stage company punching at Series A weight.

David Connors has watched this happen up close. He sold his recruiting automation startup, Automately, to Sequoia Capital, spent two years inside the firm building tools so its investors and founders could answer one maddening question, "who do we actually know at company X," and walked out with a conviction that turned into a company. That company is The Swarm, the relationship intelligence platform he now runs as Co-Founder and CEO, and this is his second time on the show. In the twelve months since his last visit, the world sped up, the spam cannons got louder, and David got quieter, more grounded, and 35 pounds lighter. The throughline of this episode is simple and a little uncomfortable: AI made it trivially easy to write the perfect cold message, which means the perfect cold message is now worth almost nothing. What it cannot fake is trust. And trust, David argues, is the only currency left.

The conversation moves from the personal to the tactical and back again. David opens up about how he protects his attention as a father of two with a third on the way, why he treats work like a sprinter treats a race rather than a marathoner who never stops, and why running yourself into the ground produces expensive decisions you pay for twice. Then Ryan steers into the meat: how The Swarm passively maps the network sitting around your entire company, not just your personal Rolodex, and turns it into a third sales channel that is neither inbound nor outbound. The numbers do the talking. A warm intro converts ten to twenty times better than cold. Google and Microsoft are now filtering out senders you do not recognize. The motion that used to eat ten to 15 hours a week of someone's time now takes ten minutes with agents. And the whole thing compounds, because every customer you close maps a new network you can map next.

There is a bigger swing underneath all of it. David is not trying to be a $10 million enrichment-data business. He wants to carve into LinkedIn's roughly $18 billion revenue run rate by building the relationship graph that agents can actually use, the thing LinkedIn built for the SaaS era but will never open up. Whether you buy the vision or not, the practical takeaway lands either way: map your network, treat it like an asset, batch your asks, close the loop, and never become the neighbor who only knocks when they need an egg.