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Embedded Payments in 2024: A year in review for platforms | Episode 44

Payrix

The world of Embedded Payments saw remarkable developments in 2024, shaping strategies and innovations across the industry. In a compelling discussion on PayFAQ: The Embedded Payments podcast, Ian Hillis hosted payments veterans Ella Aguirre and Michael Veatch to reflect on the past year.

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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

And more importantly, revenue and user growth that is accelerating at scale. – RevenueCat now powers 1/3d of all new mobile subscriptions world-wide – New Apps using RevenueCat doubled in last 6 months – Powering monetization for ChatGPT, Notion, VSCO, Runna, and pic.twitter.com/McFmCBZ0eE — Jason SaaStr.Ai

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The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

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. A plumbing company isn’t hiring a Chief AI Officer. At Least Right Now.

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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

New spending data from Ramp reveals a possible trend: end user AI adoption may be hitting its first growth slow down. The AI adoption party might be slowing down—at least temporarily. While overall AI penetration among U.S. businesses has reached an incredible 41.7% Integration challenges are mounting.

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AI is On Fire. But Will There Be Enough Decacorn Exits?

SaaStr

They’re not just growing revenue—they’re building sustainable competitive moats. Revenue Velocity Canva, which is now valued at $40 billion, added $157 million in value daily since its prior funding in April 2021. Early 2025 marked the highest VC investment in AI on record, with global AI-related deals totaling $73.1

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PE Loves SaaS Again: Thoma Bravo Buys Olo for $2 Billion

SaaStr

Yesterday, Thoma Bravo announced they’re acquiring restaurant tech platform Olo (NYSE: OLO) for $2 billion in an all-cash deal. Quick Stats: Founded: 2005 (20-year-old company) 2024 Revenue: $285M (up 25% YoY from $228M in 2023) Q1 2025 Revenue: $80.7M (up 21% YoY), $323M annualized run rate Profitability: $1.8M

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The Keys to Getting to $500M ARR In Just 7 Years with Attentive’s CEO

SaaStr

Here’s what it really took for Attentive to go from $0 to $500M ARR in just 7 years, sending over 32B text messages and generating $20B+ in revenue for their 8,000+ customers. Everyone knew mobile commerce was exploding (from 15% in 2014 to 75% in 2024), but reaching customers on mobile was broken. Black Friday playbook) 3.