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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? 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.
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.
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!
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
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.
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.
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?
Every year Tackle surveys sellers and buyers at software companies across the spectrum—from less than $10M to over $1 billion in ARR, across multiple industries, and in roles like alliances/partnerships, sales, operations, product/development, finance, marketing, IT, and more.
Behavioral analysis software is a must-have for companies to understand user interactions and optimize digital experiences. Behavioral analysis software tracks and analyzes user interactions to reveal patterns in digital engagement. These user behavior tools give detailed insights into how users navigate web and mobile apps.
Behavioral analysis software is a must-have for companies to understand user interactions and optimize digital experiences. Behavioral analysis software tracks and analyzes user interactions to reveal patterns in digital engagement. These user behavior tools give detailed insights into how users navigate web and mobile apps.
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.
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.
MCP and The Fight Over Whose Data it is: The Coming Enterprise Software Revolt The walls are closing in on data silos. ✨ 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.
Iconiq: Top Quartile B2B Companies Are Growing 100% at $25m ARR And Are Planning to Grow 35% Faster in 2025 #4. One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. The 2025 SaaS Vibe Check: What Founders Need to Know Right Now with SaaStr Founder Jason Lemkin #5. Is Deflation Coming?
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%
SaaS (Software as a service) has become a buzzword in recent years. A report from Bain & Company predicted that “Indian SaaS companies will reach $30 billion in revenue by the year 2025”. Found in 2015 by Vijay Yalamanchili, Keka, Keka is an HR and payroll management software designed for modern organizations. Paperflite.
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.
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. More for your eyeballs AI SDRs and the future of prospecting.
Every week I’ll provide updates on the latest trends in cloud software companies. ” AWS on AI “AWS's AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew."
So the other day I had what seems to be a common experience these days a truly awful SaaS customer support experience. In many cases, the software to replace humans is still early. I attempted to cancel a SaaS service we pay for on a month-to-month basis that I hadnt used in well over a year. It wasnt easy. AI can do better than that.
Every week I’ll provide updates on the latest trends in cloud software companies. Of course, just because 2011 turned out not to be a bubble doesn’t mean 2025 will have the same outcome. Follow along to stay up to date! Below is a timeline comparing the two periods. I think today we get a lot of people calling for a bubble.
Join us as we dive into the top cloud compliance tools for 2025 and see how they can help your business soar with confidence. Whether you’re using AWS, GCP, or MS Azure as your IaaS (Infrastructure as a Service) provider, hosting your data in the cloud doesnt automatically mean its secure. Whats Cloud Security Compliance, Anyway?
To help you stay ahead of potential threats and find the best tools for the job, weve rounded up the top 10 offensive security tools for 2025 – ensuring your business remains resilient. DOWNLOAD WHITEPAPER Top 10 Offensive Security Tools Now that you know what to look for, lets dive into the 10 best offensive security tools of 2025.
To help you stay ahead of potential threats and find the best tools for the job, weve rounded up the top 10 offensive security tools for 2025 – ensuring your business remains resilient. DOWNLOAD WHITEPAPER Top 10 Offensive Security Tools Now that you know what to look for, lets dive into the 10 best offensive security tools of 2025.
In just the past few years, weve watched Software-as-a-Service evolve at breakneck speed, transforming from a neat cloud-based delivery model into an essential driver of business innovation. It feels like every tool from your CRM to your accounting software now comes as a service. So, whats in store for 2025?
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