SaaStr

JULY 1, 2025

So ICONIQ Growth is back with their 2025 State of AI Report: Survey Overview It has some great data from 300 high growth software companies building AI products. Just 1% of AI-native companies are still in pre-launch vs. 11% of AI-enabled. faster than companies retrofitting AI into existing products.

AI 198

AI Software Review Technical Review Scale 198

SaaStr

JUNE 30, 2025

After years of relatively stable pricing, these companies are leveraging their market positions to drive revenue growth through higher per-seat costs. Salesforce: The 6% AI-Driven Increase Salesforce implemented a 6% price increase for its Enterprise and Unlimited Editions, effective August 1, 2025. per user per month.

Pricing 295

Pricing Payments Payment Solutions SaaS Payments 295

Clouded Judgement

DECEMBER 1, 2023

Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. There were also quite a few questions around cost and compliance. On the former - we’ll see a lot of these experiments translate to production facing apps in 2024. This year, there was tons of experimentation.

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Clouded Judgement

JUNE 19, 2024

The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318