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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? Software is so much better than it was just 24 months ago. The post One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. We are still learning.

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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. The overall software universe quarterly YoY growth has come down meaningfully from highs, but has started to stabilize.

Cloud 277
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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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Databricks Just Caught Snowflake at $3.7B ARR. Here’s How They Did It (And What’s Next)

SaaStr

revenue run-rate this quarter with 50% YoY growth, making them the fastest-growing infrastructure company in the public software universe. That would make them the fastest-growing infrastructure company in the [link] (public software companies) data set. TL;DR: Databricks hit a $3.7B Databricks announced they're targeting a $3.7B

AI 249
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AI is Already Remaking SaaS. 10 Trends To Watch Right Now. And Not Fall Behind On.

SaaStr

Customer Expectations Are Skyrocketing AI has raised the bar for what customers expect from software. AI Will Deflate Pricing in Some Areas AI is making some categories of software look expensive. One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. at 2025 SaaStr Annual, May 13-15 in SF Bay.

AI 139
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Best Applicant Tracking Systems for 2025

How To Buy Saas

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. Modern ATS software automates tedious tasks like job posting, resume screening, and interview scheduling, freeing HR teams to focus on engaging with candidates.

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7 Marketing Hot Takes with SaaStr Founder and CEO Jason Lemkin on the Exit Five Podcast 

SaaStr

But this is software. Why am I selling insurance software while my neighbor saves lives at the ER? The world is crumbling, and I’m here peddling software.” For LinkedIn, he has morning posts scheduled through 2025. We have 80% gross margins. Out of that billion, Aaron gets to play with $800M. The actionable advice here?