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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? We are still learning. On the one hand, new AI-first entrants are rocketing to $10m ARR in a year. Driving up ACVs. But it could soon turn deflationary. That do 10x as much. Is Deflation Coming?

AWS 294
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Top 10 Reasons SaaStr Annual 2025 Will Be Better Than Ever!! May 13-15 in SF Bay!

SaaStr

SaaStr Annual has always been the go-to event for SaaS founders, executives, and investors, but 2025 is shaping up to be the best one yet. It’s 50% about the intersection of AI + B2B, 50% about GTM in 2025+, and … 50% about helping you meet the best of the best! 100+ scale-ups and start-ups showing you how they do it!

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

SaaStr

To put this in perspective, it took Snowflake—one of the fastest SaaS companies in history—six quarters to go from $1B to $2B ARR. Context Window Advantage Claude’s 200,000-token context window enables use cases that competitors can’t handle, particularly in code analysis and document processing.

B2B 248
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Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

SaaS / B2B Public Stock Performance 1H’25: Top Winners & Losers 📊 Market Summary: SaaS Sector in 1H’25 The SaaS sector experienced a dramatic bifurcation in the first half of 2025, with clear winners and losers emerging based on AI differentiation, security positioning, and vertical specialization.

AI 214
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A Founder’s Guide to Building and Scaling Marketing Channels: Lessons from Datadog’s CMO and First Marketing Hire

SaaStr

And see everyone at SaaStr Annual 2025, May 13-15 in SF Bay!! At Datadog, their first focus was sponsored trade shows – specifically targeting the AWS ecosystem. Scaling Success: The Datadog Re:Invent Story Datadog’s experience with AWS Re:Invent demonstrates this approach perfectly.

Scale 241
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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. Heading into Q1 earnings, analysts had expectations for how each business would perform in 2025.

Cloud 277
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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

The Numbers That Will Make Your Head Spin Let’s start with the raw facts that are almost too incredible to believe: IPO (January 1999): $563 million market cap Today (July 9, 2025): $4+ trillion market cap Total Return: 693,574% CAGR: 39.7% You can’t time the wave, but you can be ready to ride it.