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One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming?

SaaStr

There have been so many price increases since 2021, many apps are 40% or more expensive than they were in 2021. And all the leaders in SaaS are leaning in on AI, from Salesforce to Asana to HubSpot to ServiceNow and more. One thing does seem clear though: AI makes SaaS look expensive. With very little to show for it.

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Are You Really On The IPO Track? If Not, Maybe Don’t Unicorn

SaaStr

Thats what all the last 5 SaaS IPOs, all the SaaS IPOs since 2021 in fact, were doing at IPO: Rubrik, Klaviyo, ServiceTitan, OneStream and Sailpoint. Take a look here at the lastest data from Carta on the Unicorn Class of 2021: You can see 61% werent able to raise another round. Thats $500m ARR growing 50%.

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).

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The Latest SaaStr on 20VC: The State of SaaS 2025: IPOs, AI, and the Coming Shakeout

SaaStr

But you better be prepared for a haircut if you raised at frothy valuations in 2021-2022. They’re the “AWS of AI” and will capture massive value. What this means for your startup: If you’re doing north of $500M in revenue with 30%+ growth, the IPO window is officially open. A fund returner is simply not enough.

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The Top SaaStr Posts and Pods of the Week: CEOs Monday + Procore, YCombinator on Fundraising, The 2025 Vibe Check

SaaStr

The 2021 GTM Playbook Is Mostly Dead. Where Are The 2021 Unicorns Today? Top Posts: #1. But Whats The AI Era Replacement? #2. 60% Are Stuck In Limbo, Per Carta #3. Iconiq: Top Quartile B2B Companies Are Growing 100% at $25m ARR And Are Planning to Grow 35% Faster in 2025 #4. Is Deflation Coming? Top Pods and Vids: #1.

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GTM 146: The Future of Search, AI, and Digital Presence with Mike Walrath, CEO of Yext

Sales Hacker

It’s been really interesting, I think things started going a little squirrely in software in 2022 maybe late 2021, but there was like a 20 year nirvana like environment that, that preceded that. Everyone called, well, okay, that’s, that was awful, so that’s gotta be the bottom right.

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Who’s Coming to 2021 SaaStr Annual NEXT WEEK!!

SaaStr

The post Who’s Coming to 2021 SaaStr Annual NEXT WEEK!! Avataier Corporation. Aventi Group. Axioms Technology Inc. Azimut Energia. And that’s just a start! That’s just up to “A”!! 1000s more in B-Z. SEE YOU THERE!! appeared first on SaaStr.

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