SaaStr

JULY 6, 2025

The 2020 cohort achieved a 46% compound annual growth rate from initial purchase through March 2025—meaning customers don’t just stick around, they consistently expand their usage year after year. The Developer Invasion: 30% of Users Write Code Perhaps most surprising: developers represent ~30% of Figma’s user base during Q1 2025.

Software Review 266

Software Review Scale Systems Review Enterprise 266

SaaStr

JUNE 20, 2025

The Great Spending Showdown: AI vs SaaS in 2025/2026 — What Every B2B Leader Needs to Know We’re witnessing the most dramatic shift in enterprise tech spending since the cloud migration began 15 years ago. The numbers are staggering: AI spending is set to hit $644 billion in 2025, growing at a mind-bending 76.4% year-over-year.

AI Search 289

AI Search Artificial Intelligence AI CTO Hire 289

SaaStr

MAY 20, 2025

HubSpot has achieved jaw-droppinggrowth with a 29% revenue CAGR from Q1 2019 to Q1 2025, growing from $152M to $714M quarterly revenue. Bold Marketing Investments : The company’s aggressive marketingincluding their memorable Big Game adhas built massive brand awareness. The new customer count just keeps on growing.

SMB 273

SMB Scale Education AI 273

SaaStr

MAY 11, 2025

So far for SaaStr + AI Summit 2025, May 13-15, we have 711 VCs coming from 298 unique VC firms. A lot of VCs register … a bit late … so we should hit almost 800 by the time SaaStr 2025 is in full swing. How to Meet VCs at SaaStr Annual 2025 #1. Tailored outreach is key here. #4.

Venture Capital 175

Venture Capital Technical Review Innovation AI 175

SaaStr

APRIL 14, 2025

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!

VP of Engineering 204

VP of Engineering CTO Coach VPCs (Virtual Private Cloud) Scale 204

SaaStr

MAY 29, 2025

At SaaStr + AI Summit 2025, Jason Lemkin and Kyle Norton CRO of $1B+ vertical SaaS leader Owner (where Jason is on the board) did a deep dive on AI in Sales today. Do you invest in upskilling your middle performers, or do you focus resources on amplifying your stars? And where it will be very soon.

Sales Hiring 239

Sales Hiring Underperforming Technical Team AI Scale 239

SaaStr

JUNE 9, 2025

After years of drought, 2025 has delivered a scorching hot public market for tech companies so far, with some eye-popping returns that should have every SaaS founder and investor paying attention. This “pricing power” indicates genuine demand, not just investment bank optimism. The most recent five IPOs are averaging 121.5%

B2B 184

B2B Marketing Scale Benchmarks 184

SaaStr

APRIL 15, 2025

At SaaStr Workshop Wednesday live , Ethan Kurzwiel, previously partner at Bessemer Venture Partners and now founding partner at Chemistry VC, took us through a deep dive of exactly where Series A funding is right now in 2025. And sign up for the next FREE Workshop Wednesday here.

Technical Review 157

Technical Review Venture Capital Outsourced Development ChatGPT 157

SaaStr

MARCH 17, 2025

Now there’s a lot going on here and part of the rush in 2024 and 2025 is that more capital is coming into VC again. Massive investments, at massive valuations, into the biggest leaders of AI. pic.twitter.com/gXqVrLJ25p — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) March 8, 2025

Venture Capital 315

Venture Capital AI Scaling Investment 315

SaaStr

FEBRUARY 25, 2025

In addition, this year Mayfield is sponsoring our VC AI Pitch Stage and will invest from $500k-$5m in the winner! And a full half of 2025 will be dedicated in the latest in AI for B2B, including 100+ of the best new players in B2B AI presenting on our new AI Demo Stage! Meet and Find Your Next VP / CXO! Pull together the team.

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

SaaStr

JUNE 19, 2025

Their return demonstrates their continued investment in the SaaS ecosystem and commitment to helping founders succeed. See you at SaaStr Annual + AI Summit 2026 and SaaStr AI London in December 2025! Pylon – Welcome Back for Round Two! 🚀 We’re equally excited to welcome back Pylon as a 2nd-time sponsor of SaaStr Annual!

Cloud 241

Cloud B2B AI Government 241

SaaStr

JULY 7, 2025

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 216

AI Cybersecurity Artificial Intelligence SaaS 216

SaaStr

JUNE 19, 2025

✨ Lemkin (@jasonlk) June 16, 2025 The Top 3 Reasons AI Sales Tools “Don’t Work” (Spoiler: They Actually Do, If You Use The Tools Properly) I get this question at least 3x a week: “Jason, we tried AI sales tools and they just don’t work. ✨ Lemkin (@jasonlk) June 12, 2025 #3. You Want Them to Do Everything.

Scale 273

Scale AI Sales Hiring Sales 273

SaaStr

JUNE 7, 2025

as of April 2025, the growth trajectory has flattened since late 2024. I pay more for AI subscriptions than I do for my car lease — Matthew Berman (@MatthewBerman) June 5, 2025 Why the Slowdown May Be Real Several structural factors suggest this isn’t just a temporary pause: Implementation complexity has caught up with enthusiasm.

AI 281

AI Payment Services Payments Scale 281

Clouded Judgement

JUNE 17, 2025

Change in 2025 Consensus Revenue Estimates Tying all of these metrics together is another one of my favorites: the change in revenue consensus estimates for the 2025 calendar year. Heading into Q1 earnings, analysts had expectations for how each business would perform in 2025. Securities and Exchange Commission.

Cloud 277

Cloud Software Benchmarks Retention 277

SaaStr

JUNE 23, 2025

✨ Lemkin (@jasonlk) June 23, 2025 The $10M-$100M ARR Sprint: How Replit Became the Fastest-Growing “Vibe Coding” App (Or One Of The Fastest) A deep-dive into the AI development platform wars and why Replit’s 10x growth in 5.5 And allowing more experienced developer to ship far, far faster. AI is incredible at writing code.

Software Review 212

Software Review AI Technical Review Venture Capital 212

SaaStr

JUNE 22, 2025

This isn’t your typical “here’s what public companies are doing” report – this is real data from real private companies dealing with real challenges in 2025. The Bottom Line: SaaS is Maturing, and You Have to Adapt The 2025 data tells a clear story: The SaaS industry is maturing.

B2B 219

B2B Data Scale Startup 219

SaaStr

MAY 25, 2025

So I’m mostly made good investing decisions. My first VC investments were Pipedrive ($1.5B Lemkin (@jasonlk) May 22, 2025 But also, over time, I’ve made more mistakes too. So if interested — here are the changed I’ve made to investing at SaaStr Fund : #1. cash exit to Vista).

Investment 147

Investment New CTO CTO ChatGPT 147

SaaStr

MAY 27, 2025

Lemkin (@jasonlk) May 27, 2025 10 Unexpected Learnings from SVB’s 2025 State of the Markets Report Beyond the AI boom headlines, the 1H’25 data reveals surprising shifts that could reshape how we think about venture capital, startup operations, and the innovation economy.

Outsourcing Services 175

Outsourcing Services Venture Capital Outsourced Development Data 175

SaaStr

JULY 3, 2025

✨ Lemkin (@jasonlk) July 1, 2025 While everyone’s watching the flashy AI startups and hyperscalers duke it out, two enterprise software giants are quietly crushing it in the Age of AI. CEO Safra Catz confirmed that CapEx for FY 2025 is expected to surpass $16 billion – more than double the previous year.

AI 236

AI Enterprise Cloud Scale 236

SaaStr

JULY 6, 2025

— Nat Friedman (@natfriedman) July 3, 2025 In the rapidly evolving landscape of venture capital, few stories are as remarkable as that of NFDG—a $1.1 link] — Daniel Gross (@danielgross) July 3, 2025 The AI Voice Revolution: ElevenLabs ElevenLabs represents NFDG’s bet on the future of AI-powered voice technology.

Venture Capital 312

Venture Capital Artificial Intelligence Technical Advisors Scale 312

SaaStr

JULY 8, 2025

In fact, every major B2B IPO in 2024-2025 maintained founder leadership , from ServiceTitan’s successful December 2024 debut to Circle’s explosive 168% first-day surge in June 2025. Despite recent market volatility, this fundamental trend hasn’t wavered. Filed, founder CEO.

Scale 185

Scale B2B Underperforming Technical Team Leadership 185

SaaStr

JUNE 11, 2025

✨ Lemkin (@jasonlk) June 5, 2025 5 Interesting Learnings for B2B and SaaS Founders from Circle’s IPO: 1. This early investment in regulatory compliance has become their key differentiator against Tether and newer entrants. But there are still lessons to learn, and it’s great to see the IPO markets truly re-opened: $2.3

compliance 251

compliance Marketplace as a Service B2B Healthcare 251

SaaStr

JUNE 29, 2025

How a 20-year-old company found its second wind in the AI era TL;DR : Palantir just posted 39% YoY growth in Q1 2025, marking a stunning turnaround from the 13% growth trough of 2023. commercial revenue grew 71% YoY in Q1 2025 They crossed a $1 billion annual run rate in U.S. An unprecedented one in B2B. The Path Forward With $3.9B

AI 261

AI Artificial Intelligence Software Review Technical Review 261

SaaStr

JANUARY 25, 2025

Marketing automation vendor Act-On acquired for $53 million [link] — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) January 25, 2025 So a lot of folks somehow think venture capital is bad, that it throws founders under the bus. Thats just how investing work. I used to sort of think that way. So who makes what here?

Venture Capital 239

Venture Capital Investment Retention Pricing 239

SaaStr

JULY 1, 2025

Insights from Jasper Carmichael-Jack, CEO of Artisan at 2025 SaaStr AI Summit About Artisan: AI-powered sales platform building the end-to-end solution —from marketing personalization to AE automation across the entire revenue cycle. Yamini Rangan, CEO of HubSpot, echoed the same at SaaStr 2025: 3. Let AI handle the activities.

Scale 219

Scale Software Review Sales Hiring AI 219

SaaStr

FEBRUARY 11, 2025

This year, we’re partnering with Mayfield AI to bring you the AI Demo Stage and Pitch Competition to SaaStr Annual 2025: May 13-15 in the SF Bay Area. The winner(s) will receive funding from the Mayfield AI Garage, who are at the forefront of investing in cutting-edge tools at the intersection of SaaS and AI. That’s right.

AI 300

AI Startup Innovation Investment 300

SaaStr

JULY 11, 2025

Recent Expert Takes: The Data Tells a Different Story Recent analyses from investment firms and industry experts reveal that the 40% revenue figure may actually be conservative—Anthropic’s growth trajectory suggests it could be even more competitive than initially apparent. million daily active users as of 2025.

ChatGPT 228

ChatGPT Artificial Intelligence Outsourced Development AI 228

SaaStr

MARCH 24, 2025

So Bloomberg and CB Insights have the latest data out on start-ups getting acquired, and 2025 is off to a record start : Wiz’s record $32 Billion acquisition by Google pushes the dollar value to a record, but you may have also missed there were 11 VC-backed $1B+ exits already in 2025, worth $54.5 billion+ exits for U.S.-based

Acquisition 242

Acquisition Cloud Pricing Investment 242

SaaStr

DECEMBER 23, 2024

Share everything anyone would want to know to invest in you. But unless you are raising from folks that truly invest pre-revenue, investors are going to want to see 3 strong months of growth in a row. If nothing else, point out an existing investment or two theyve made that is somewhat similar to yours. # Share it all.

Venture Capital 274

Venture Capital Investment AI Metrics 274

SaaStr

JUNE 14, 2025

But here’s the kicker: Anysphere’s ARR has been doubling approximately every two months, surpassing $500 million in ARR by June 2025. They achieved this with $0 invested in marketing and just 131 employees. By 2025, AI might eliminate 85 million jobs but create 97 million new ones. The kicker?

ChatGPT 227

ChatGPT AI Search AI Growth Hacking 227

SaaStr

JULY 11, 2025

The Enterprise-Grade Platform That Makes AI Voice Agents Actually Work at Scale We’re proud to announce that Syllable is returning as a partner for SaaStr Annual + AI Summit 2026 , following their tremendous success and impact at our 2025 event. The Bottom Line: Syllable.ai Who Should Evaluate Syllable.ai

Payment Solutions 267

Payment Solutions Scale Payment Services AI 267

SaaStr

MARCH 27, 2025

So 2025 is Good Times Again. 2025 is already even much better. This includes even the fastest growing start-ups I’ve invested in , not just ones that are trying to manage the burn or manage slower growth. 2024 was good, as most SaaS leaders saw growth reaccelerate toward the end of the year.

Technical Review 272

Technical Review SaaS AI B2B 272

SaaStr

JULY 1, 2025

✨ Lemkin (@jasonlk) July 1, 2025 Data-Driven Learning #1: Non-Designers Drive 67% of Revenue Growth The Data : Two-thirds of Figma’s customer base identifies as non-designers (product managers, developers, marketers, executives). The key is concentrated investment in differentiation, not diversification.

B2B 175

B2B Benchmarks Retention Enterprise 175

SaaStr

JUNE 6, 2025

G2 has its latest Buyer Behavior report out and while most of its take-aways are things we know or should know, it’s a wake-up call for anyone thinking AI isn’t important in their category: 🚀 Top 5 SaaStr Learnings from G2’s 2025 Buyer Behavior Report 1.

AI Search 147

AI Search Technical Review AI Software Review 147

SaaStr

JUNE 4, 2025

Referrals are Chime’s largest acquisition driver since 2022 , helping bring sales & marketing spend down to 26% of revenue in Q1 2025, from 42% in 2022. Keep Driving Up ARPU, Slowly But Steadily Chime’s ARPU grew from $231 to $251 (Q1 2024 to Q1 2025). million in Q1 2025. Hit Profitability to IPO Chime hit $1.67

Outsourcing Services 208

Outsourcing Services Scale Banking Customer Lifetime Value 208

SaaStr

JUNE 5, 2025

Bessemer’s Talia Goldberg and Google Cloud’s COO Francis Duza were kind enough to join us at SaaStr AI Summit 2025 on what’s driving the fastest technology adoption in decades. ” This represents a fundamental shift in venture investing criteria.

Software Review 249

Software Review Technical Review AI Development Team Review 249