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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?
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!
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.
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.
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.
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.
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.
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. Loveable : $0 → $100M ARR in 8 months. Not 8 quarters.
pic.twitter.com/VXSqDIuTZT — Alex Clayton (@afc) June 13, 2025 AI Fueling Unprecedented Growth Databricks just announced they’re targeting a $3.7 What This Means for the Market For Competitors : Snowflake, AWS, Microsoft, and Google are all scrambling to respond. The switching costs become astronomical.
In the latest episode of SaaStr’s CRO Confidential Series, our host Sam Blond sits down with Ron Gabrisko, CRO of Databricks , to unpack the journey from $1M in ARR to crossing $3B ARR at the end of January 2025. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy.
Our analysis below explores the top 7 countries pushing full-stack AI in 2025, the user perspective on AI’s origins, and how end-users actually feel about these cutting-edge tools. In 2025, U.S. In 2025, U.S. ventures raised over $80 B in Q1 2025; US–China AI chip race deepens with China’s low-cost models challenging U.S.
— James McGillicuddy (@jpmcuddy) March 20, 2025 #9. at 2025 SaaStr Annual, May 13-15 in SF Bay. If your product doesnt leverage AI to improve efficiency or reduce costs, you might find yourself underpricing pressure. One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming? #5.
Scytale is now a proud member of the AWS Global Security & Compliance Acceleration Program, offering customers faster compliance roadmaps and expert guidance for secure cloud environments. AWS only picks partners they trust, and now Scytale is one of them! See our official AWS listing here. What is the GSCA Program?
In the fast-paced hiring landscape of 2025, an Applicant Tracking System (ATS) has become an essential tool for companies of all sizes and sectors. In this guide, well explore the best applicant tracking systems of 2025 , covering both cloud and on-premise options, their key features, pricing, pros/cons, and ideal use cases.
Around that period, we also rolled out Snowflake as our data warehouse, dbt for data modeling, and later n8n along with custom Python functions on AWS Lambda for workflows and processes. Example: “Trial Started” triggers cleanup, sales assignment, Slack notifications. Now, we do it ourselves: Use dbt snapshots to track specific columns.
In our latest webinar, SaaS Capital’s Rob Belcher and ChurnZero’s You Mon Tsang and Rob Belcher explored how AI is changing the operating model of SaaS companies in 2025, and how customer-facing leaders can stay one step ahead. “I hesitate to trust AI with my data; back then, companies didnt trust AWS.
From statewide digital transformation initiatives to university research platforms running on AWS and Azure, cloud services have become essential infrastructure. Cloud providers like AWS and Microsoft Azure dont operate on fixed fees. Schedule a Demo Today Cloud Is Usage-Based. Your Billing Needs to Be Too.
AI, cloud migrations, platform consolidation) For example, instead of saying We need $5M for cloud, IT can now say, Our AWS costs support 12 agencies. Costs come in, Read More May 21, 2025 Blog Why Cloud Adoption Demands Better Internal Billing Public sector IT is moving to the cloudand fast. Heres a breakdown. Heres the cost trend.
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. rodriscoll brings the insight.
Chase Horn June 27, 2025 Explore the differences between BANT and CHAMP sales frameworks, and discover which approach best suits your sales environment. Meanwhile, Adobe , SAP , and AWS lean on CHAMP to navigate intricate, multi-stakeholder sales processes. Related posts Best Sales Leadership Podcasts in 2025 What Is Team Selling?
The Infrastructure Math Is Unprecedented The Capital Intensity Is Off The Charts: Big Six tech CapEx: $212B annually (63% YoY growth) Microsoft AI business: $13B run-rate (175% YoY growth) NVIDIA data center revenue: $39B quarterly (78% YoY growth) Amazon AWS CapEx as % of revenue: 49% (vs. 80% cheaper than predecessor, costs 0.2%
Integrations +1 725-254-2694 Start Free Trial Login Log in Sign up REQUEST A DEMO --> Sales Management Top Tools for Monitoring API Performance Chase Horn June 11, 2025 Explore the top API monitoring tools that enhance performance, reduce downtime, and support scalable operations for businesses of all sizes. Read more from our Cookie Policy.
Inside Snowflake’s Board Meetings: How AI is Reshaping Enterprise Data and the Future of B2B Partnerships We had a lot of fun at SaaStr AI Summit 2025 with a rare look inside Snowflake’s boardroom! Success is measured not just by data storage and processing, but by demonstrable business value creation from that data.
With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. New year, time to take back control – 2025 is the year of inbox zero. And I remember at AWS, suddenly there’s no margin. They cannot resell.
How to use it: Define your cohorts: Such as a group of users who signed up in January 2025 or customers who started their free trial this week. Data security: Userpilot encrypts and securely stores data using SOC-compliant vendors like Amazon AWS and Google Cloud , and meets standards like SOC 2 Type II, GDPR, and HIPAA.
AWS, Azure, SaaS providers) Self-service visibility for internal stakeholders and finance teams BluLogix helps public sector IT organizations implement these capabilities without overhauling existing ERP or finance systems. Youre deploying smart devices, generating rich telemetry data, and providing actionable insights to customers.
✨ Lemkin (@jasonlk) June 8, 2025 The Salesforce-Slack Moment That Changes Everything Salesforce just fired the first shot in what will become the defining battle of enterprise software’s next decade. It’s the same psychological principle that made AWS dominant. That trust led to deeper, stickier relationships.
My live experience at the AI Engineer World’s Fair 2025 in San Francisco could be summarized as “extremely intense.” Sharma shows us some significant new capabilities arriving in Copilot, and with her team presents a couple different agentic app solutions.
Iconiq: Top Quartile B2B Companies Are Growing 100% at $25m ARR And Are Planning to Grow 35% Faster in 2025 #4. The 2025 SaaS Vibe Check: What Founders Need to Know Right Now with SaaStr Founder Jason Lemkin #5. How AI is Really Changing SaaS From the CEO of Procore, co-CEO of Monday and Chair of HubSpot #5. Is Deflation Coming?
Note: At the time of writing, this feature is still in development and will be available at the end of Q1 2025. Userpilots data is fully encrypted and stored with SOC-compliant vendors like Amazon AWS and Google Cloud. Userpilots dedicated mobile screen dashboard shows you the top metrics right away, including stages of a user flow.
By the time we get to SaaStr Annual 2025, May 13-15 in SF Bay , well be overloaded with side events, official, semi-official and unofficial parties, and so much more! AWS Startups | Workshop | GenAI Innovation Lab: “Rapid Prototyping for Startups” The Cantina Opens All Day! Monday May 12 SaaStr Partners Dinner Kick Off.
New year, time to take back control – 2025 is the year of inbox zero! With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth.
Cloud Capex in Q1 AWS $14 billion Azure $14 billion Google Cloud $12 billion These are not one-time investments, but part of a broader trend that started to occur after the introduction of GPT 3 in mid-2020 Amazon was the first to invest significantly. “Moving to AWS. 8 percentage points increased margins in a quarter is titanic.
But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025. AWS vs. Azure vs. Google Cloud is one of the greatest case studies of all time. Do they “count” like the scrappy start-ups in SaaS that have now become decacorns?
For LinkedIn, he has morning posts scheduled through 2025. 7: Having the CMO Report to the CRO is a Terrible Idea Having marketing under a CRO is an awful idea for two reasons. His other superpower is taking all this knowledge, distilling and simplifying it, and making it actionable. The actionable advice here?
The new modalities for engaging with computers will be the main theme of AI in 2025. ” The implications are clear: 2025 will be a pivotal year for AI, marked by a renewed focus on hardware, the rise of powerful AI agents, and the surprising monetization potential of AI-driven experiences. That’s why more than 4.4
SaaStr founder and CEO Jason Lemkin shares his take on the current SaaS landscape midway through 2024 and what might be coming next in 2025 at the opener to this year’s SaaStr Europa. If B2C rebounded back in 2023, that means 2025 might be a little easier for a lot of folks in classic B2B. Just build. It’s a rocket ship.
In 2025, foundation models or generative AIs like GPT-4, Claude, Gemini, and open-source LLaMA are reshaping AI research, software development, and SaaS products. Below we survey the cutting-edge LLMs of 2025 both commercial and open-source highlighting their key features, performance benchmarks, and use cases in AI workflows.
It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Don’t be the seller who has to close-lost a deal because you aren’t there. .
Integrations Tableau integrates with diverse data sources and tools, including Salesforce, Google Analytics, AWS, and SQL databases, enabling seamless data connectivity and analysis. The post Top 9 Behavioral Analysis Software Tools of 2025 appeared first on FullSession.
Integrations Tableau integrates with diverse data sources and tools, including Salesforce, Google Analytics, AWS, and SQL databases, enabling seamless data connectivity and analysis. The post Top 9 Behavioral Analysis Software Tools of 2025 appeared first on FullSession.
A report from Bain & Company predicted that “Indian SaaS companies will reach $30 billion in revenue by the year 2025”. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. India has seen exponential growth in SaaS investments in the last decade.
Pocket Gamer Connects 2025 The FastSpring team kicked off the week at PGC San Francisco 2025 with a strong presence on the show floor. The panel discussed looking ahead to D2C in 2025, including: How publishers are seeing success and where theyre going to double down their efforts. Account Executive Leif Bisping, Sr.
Its just awful. But they will still hunt and help the best prospects: 2025 And The Rise of the Mech AE (Account Executive) But the Contact Me process has always been broken and terrible. 2025 should be the end of it. 2025 should be the end of it. The post AI Should Kill Contact Me in 2025. We will see.
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