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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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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.

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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. Follow the Pilot-Repeat-Enlarge Methodology Pilot : Start small with minimal investment. This is critical for managing expectations across the organization.

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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. Loveable : $0 → $100M ARR in 8 months. Not 8 quarters.

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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.

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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% That’s not just generational wealth—that’s build-your-own-space-program wealth.

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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

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. Talent beats everything.