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Dear SaaStr: Why Are Buyers Not Ready to Spend Big on Acquisitions as Readily Today as in the Past?

SaaStr

In tech at least, there are two big issues: #1. Antitrust Review is Way Up It’s gotten so, so much harder — and takes longer — to get larger M&A deals approved by global antitrust regulators. The Adobe acquisition of Figma will not go through after 15 months of regulatory review. In 2021, they were often worth 40x revenue.

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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

The Great Spending Showdown: AI vs SaaS in 2025/2026 — What Every B2B Leader Needs to Know We’re witnessing the most dramatic shift in enterprise tech spending since the cloud migration began 15 years ago. The answer today is: very few. But that could change rapidly as AI tooling improves and more case studies emerge.

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How AI Led Palantir From Slow Growth to Hypergrowth

SaaStr

How a 20-year-old company found its second wind in the AI era TL;DR : Palantir just posted 39% YoY growth in Q1 2025, marking a stunning turnaround from the 13% growth trough of 2023. The Deceleration That Had Everyone Worried Let’s be honest: by mid-2023, Palantir looked like it was losing steam. a loss in 2023).

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From $10M to $100M ARR in 5.5 Months: Inside Replit’s AI Coding Rocketship

SaaStr

Replit’s Dramatic Transformation: From Stagnant to Stratospheric The Dark Years (2016-2023): Building in the Desert Replit’s story begins like many overnight successes—with years of grinding in obscurity. 2023 : $2.4M at a $1.16B valuation in 2023) and growing to 22.5M ARR Despite raising significant funding ($97.4M

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Software Composition Analysis: The New Armor for Your Cybersecurity

Speaker: Blackberry, OSS Consultants, & Revenera

64% of organizations have been impacted by a software supply chain attack and 60% of data breaches are due to unpatched software vulnerabilities. Today’s technology leaders play a more strategic role in establishing cybersecurity strategy for their organizations. November 14th, 2023 at 9:30am PST, 12:30pm EST, 5:30pm GMT

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Mastering Growth in the AI Era: How to Stand Out, Acquire Customers, and Raise VC Dollars with B Capital, Zetta, and Glasswing

SaaStr

What VCs Are Funding in AI Today The AI funding landscape has evolved rapidly in 2023-2024. The harsh reality: Most enterprises are adopting AI due to FOMO (Fear Of Missing Out) rather than for specific business outcomes. The actual tech stack matters.

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Yes, SaaS is Back. But Every CFO I Know Is Still Doing Vendor Reviews. And Still Hoping to Consolidate Vendors.

SaaStr

I caught up with a COO at a tech leader this week that’s already super lean. Gong has seen re-accelerating at $300m ARR as it has built out more of platform, even as it was hurt in 2022-2023 by vendor consolidation. More on that here: The Average Tech Company Pays For 275 SaaS Apps, Flat From Last Year.