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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

Lemkin (@jasonlk) May 22, 2025 The Early Days: Solving a Real Problem (2017-2018) Jacob Eiting and Miguel Carranza weren’t trying to build a unicorn when they started RevenueCat in 2017. The mobile subscription economy is still in its early innings, and RevenueCat is positioned to power the next wave of innovation.

Payments 281
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The Great AI Reset: It’s Time to Refound Your Start-Up. Now.

SaaStr

Anthropic (founded 2021) Stability AI (founded 2020) Cohere (founded 2019) Databricks (founded 2013) Windsurf (founded 2021) Cursor (founder 2022) Hugging Face (founded 2016) OpenAI (founded 2015) Synthesia (founded 2017) Palantir (founded 2003) These companies didn’t start with today’s AI vision fully formed.

AI Search 185
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8 Out of 10 SaaS Founders Are Burning Cash Faster Than Ever — And Why YC is On Fire (SVB’s 2025 Data Breakdown)

SaaStr

Lemkin (@jasonlk) May 27, 2025 10 Unexpected Learnings from SVB’s 2025 State of the Markets Report Beyond the AI boom headlines, the 1H’25 data reveals surprising shifts that could reshape how we think about venture capital, startup operations, and the innovation economy.

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An Era of Fundamental and Massive Change - The Capital Markets Innovation of the ICO

Tom Tunguz

In December 2017, the amount raised in ICOs nearly equaled the amount raised by Series A investments globally. The technology innovation catalyzed by Bitcoin and Blockchain is creating many multibillion dollar economies quickly. About a third of the ICOs in 2017 raised some form of institutional capital before ICO.

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Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.

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Who is Eran Zinman | Co-CEO of SaaS Leader Monday.com

SaaStr

The Rebrand That Changed Everything 2017’s pivot from dapulse to monday.com wasn’t just a name change. He created a culture of “structured chaos” – enough process to scale, enough freedom to innovate. The result? A work OS that spreads virally through organizations, with users becoming natural champions.

Scale 252
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Sales Efficiency through Covid : Reading the Tea Leaves for Startups

Tom Tunguz

In 2017, SaaS companies reported their cost of customer acquisition had increased by 65% in the previous five year period. Combined with a market whose cost of capital has surged with the Fed Funds rate, these trends will demand teams innovate to create more efficient customer acquisition channels.