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How Anthropic Rocketed to $4B ARR — And Why Your B2B Playbook May Already Be Obsolete

SaaStr

Let’s break down the numbers that should make every SaaS founder rethink their growth assumptions: The Growth Trajectory That Breaks Every SaaS Model Anthropic’s Revenue Timeline: 2022: $10M (founding year revenue) 2023: $100M (10x growth) Dec 2024: $1B ARR (10x growth again) July 2025: $4B ARR (300% growth in 7 months) That’s 100x (..)

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Databricks Just Caught Snowflake at $3.7B ARR. Here’s How They Did It (And What’s Next)

SaaStr

What This Means for the Market For Competitors : Snowflake, AWS, Microsoft, and Google are all scrambling to respond. Platform Effects Are Stronger Than Ever When customers use 6+ Databricks products, they’re not just buying software—they’re adopting an entire data architecture. The switching costs become astronomical.

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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

AWS, Twilio, Heroku, etc. So does Expensify, which decreases the time to file expenses. Cost-based pricing is when startups mark up the product they sell by some margin. Many infrastructure as a service companies do this. During economic contractions, sales cycles tend to lengthen, particularly for usage-based pricing models.

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Clouded Judgement 7.18.25 - The Return of the Point Solution

Clouded Judgement

There are so many similar stories coming out of AWS ReInvent every year. It was ~4 years after AWS was launched and the public cloud started to take off. They’d announce a ton of new products on stage, and the initial reaction was always “Wow! They just killed X, Y, Z startup!”

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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

This fuels a robust ecosystem of AI chips (Nvidia, AMD), cloud AI services (AWS Sagemaker, Azure AI, Google Cloud AI), and SaaS integration (Salesforce Einstein, Microsoft 365 Copilot, Adobe Firefly). AWS Trainium2 & Ultracluster supercomputer details unveiled; embeds 64 Trainium chips, used by Anthropic + Apple trials.

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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 10 SaaStr Learnings from Mary Meeker’s Latest Report on AI

SaaStr

The Infrastructure Math Is Unprecedented The Capital Intensity Is Off The Charts: Big Six tech CapEx: $212B annually (63% YoY growth) Microsoft AI business: $13B run-rate (175% YoY growth) NVIDIA data center revenue: $39B quarterly (78% YoY growth) Amazon AWS CapEx as % of revenue: 49% (vs. Token Costs Collapsed 99.7%

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