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AI Adoption: 5 Hard Truths About the Fastest Technology Transformation in History With Aaron Levie, CEO Box

SaaStr

We wanted to kick it off with some of the key insights with Box CEO Aaron Levie and IBM VP AI Raj Datta: The Numbers Don’t Lie – ChatGPT Hit 500M Users in Just ~2 Years Let’s start with the cold, hard metrics that SaaS leaders seem to underestimate: AI adoption is happening at an unprecedented velocity.

AI 217
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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Any disruption of service at this facility could harm our business… We currently intend to add a second data center facility in 2008, the primary purpose of which is to add capacity. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 299
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How to Successfully Bring AI Products to Market at Scale with GitHub’s CRO

SaaStr

GitHub, founded in 2008, is a leading platform for software development and version control that has made waves since 2018 with its AI Copilot. Other places this feedback loop worked well were: Adoption loop metrics. Customers crave metrics about how teams are using all AI products.

Scale 264
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5 Interesting Learnings from Instructure at $620,000,000 in ARR

SaaStr

It was founded in 2008 but took a while to get going, hitting $1m in revenue in 2011 selling to Utah schools — and then scaled from there. The overall metrics are a mix of Good and A Bit Tougher: $620m ARR Growing 20.7% (but a big part is from a big acquisition — core business only growing 6.8%) with a $3.5

Scale 303
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5 Interesting Learnings from Cloudflare at ~ $1 Billion in ARR

SaaStr

We watched those metrics closely throughout Q2 and saw them all at least stabilized. They’re not where we throw a parade yet, but the metrics are trending in the right direction.”. Still, with such strong demand, any lengthened sales cycles didn’t show up in the epic numbers and growth rate. #5.

Scale 306
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Do SaaS Startups Still Require Less Capital than 10 Years Ago?

Tom Tunguz

In the analysis, I created a metric, the return on invested capital (ROIC). The era after 2006 and through the 2008 financial crisis was a different time to raise capital. In 2014, I published a post called Do Startup Require Less Capital to Succeed than 10 Years Ago ? It’s been five years and time to see how things have changed.

Startup 279
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Pivoting from Growth-at-All-Costs: 4 Focus Areas to Thrive in Any Market with BCG Consulting Partner Courtney Dong + Managing Director and Partner JB Reed (Video)

SaaStr

Since 2008, investor preference has largely been growth-oriented due to the artificially low cost of capital and stimulus. The ‘Rule of 40’ is a valuable metric that can illustrate the degree of shift and what it means for companies fundraising and operating. Example Metric: Gross Margin – a measure of product-level profitability.