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

SaaStr

50 cents of compute for 500 dollars of value — Sam Altman (@sama) February 3, 2025 So just how much will AI remake classic B2B software? On the one hand, new AI-first entrants are rocketing to $10m ARR in a year. On the other hand, the classic leaders in SaaS have rebounded from 2024 lows both in terms of growth and market caps.

AWS 294
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How Anthropic Rocketed to $4B ARR — And Why Your B2B Playbook May Already Be Obsolete

SaaStr

When Anthropic hit a reported $4 billion in annual revenue at the end of 1H’25, it marked more than just another AI milestone. Code Generation as the Primary Growth Driver While everyone talks about general AI adoption, Anthropic identified code generation as the killer use case.

B2B 248
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Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

We’ve been tracking B2B growth metrics for over a decade, and what happened in the vibe coding space between November 2024 and July 2025 breaks every model we’ve seen. ” The AI handles architecture, data modeling, user experience, and deployment. Loveable : $0 → $100M ARR in 8 months. Not 8 quarters.

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

How To Buy Saas

The global AI race is heating up as nations race to develop full-stack AI systems – integrated pipelines from data and hardware to models and applications. AI is already everywhere: in 2024, 78% of organizations reported using AI ( up from 55% in 2023 ). billion into AI in 2024 (about 12× China’s $9.3B).

AI 69
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The Top 10 SaaStr Learnings from Mary Meeker’s Latest Report on AI

SaaStr

The latest one is all AI with a big enterprise / B2B slant and is very good but dense. AI User Adoption Is Literally Unprecedented We know this, but still, the numbers do sort of blow your mind: ChatGPT: 0 to 800MM weekly users in 17 months (vs. Every B2B and SaaS company now competes in a global, AI-enabled market from Day 1.

AI Search 259
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The Latest SaaStr on 20VC: The State of SaaS 2025: IPOs, AI, and the Coming Shakeout

SaaStr

So we were back on 20VC this week in our Latest in Tech deep dive with Harry Stebbings and Rory O’Driscoll of Scale: “The State of SaaS 2025: IPOs, AI, and the Coming Shakeout” The IPO Window Is Cracking Open (Finally) Chime’s $1.67B revenue IPO is the canary in the coal mine. After 4+ years.

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Top Tools for Monitoring API Performance

Teamgate

The importance of such rapid alerting was highlighted during the CrowdStrike outage in July 2024, emphasizing the need for swift responses. The AI-powered insights have helped us identify and resolve issues faster, resulting in stellar uptime and increased customer satisfaction for Fortune 500 customers.” “Middleware.io

Scale 52