SaaStr

JULY 4, 2025

The Numbers Tell the Story: Monday.com Q1 2025 : 30% growth, $282M revenue Asana 2024 : Single-digit growth, struggling with churn Mostly Same Product Category, Mostly Different Customers Both companies build “work management” software. The “productivity software” that seemed essential in 2021 is now getting cut.

Merchant Services 323

Merchant Services SaaS Payments Payment Services Payments 323

SaaStr

MAY 23, 2025

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. ” required weeks of developer time to answer.

Payments 281

Payments Payment Solutions Underperforming Technical Team Payment Methods 281

SaaStr

OCTOBER 20, 2023

It’s only been ten months since ChatGPT launched, and since then, we’ve seen a huge increase in AI applications being created and used globally. OpenAI’s Head of Sales, Aliisa Rosenthal, joined OpenAI a year and a half ago — before ChatGPT launched. After the launch of ChatGPT, they went from 30 leads a week to 10,000.

ChatGPT 292

ChatGPT Scale AI Search Sales Hiring 292

Point Nine Land

SEPTEMBER 6, 2023

This might sound like an odd statement, considering how rapidly products like YouTube, Instagram, and, more recently, ChatGPT have garnered 100M+ users. If you look at the benefits of a product like FreeAgent compared to an antiquated desktop accounting software or pen-and-paper bookkeeping, the choice is obvious, isn’t it?

AI 119

AI SaaS Payments Payment Solutions Artificial Intelligence 119

Buffer Resources

JULY 11, 2023

If I used ChatGPT to write an article (not counting access to the web plugin from a Plus subscription), it would only be referencing facts up to September 2021. Google Drive’s folder system was too clunky and didn’t have the features I wanted to build my Wiki-like knowledge base, so I chose Notion.

Payments 83

Payments Social Media Systems Review Payment Methods 83

Point Nine Land

JUNE 18, 2023

Everything you always wanted to know about cohort analysis (but were afraid to ask) Back in 2012, I wrote a blog post titled “Know your user cohorts” , which began like this: “One of the most important tools to better understand the usage of a web application — or a service, a game or a mobile app, it doesn’t matter — is a cohort analysis.

SaaS Payments 128

SaaS Payments Payment Services SaaS Payments 128

SaaStr

MARCH 3, 2025

btw remind me how most folks pay for OpenAI and ChatGPT pic.twitter.com/fIo2NRoMGQ — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) January 16, 2025 So theres a lot of talk in B2B and AI about the per-seat model being dead. The majority of Shopify revenue is from payments and merchant services, not even software.

Merchant Services 259

Merchant Services SaaS Payments Payment Solutions Payments 259