Remove 2025 Remove Investment Remove Underperforming Technical Team
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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. ” required weeks of developer time to answer.

Payments 274
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AI, Sales + GTM in 2025/2026: This Changes Everything with Jason Lemkin and Owner CRO Kyle Norton

SaaStr

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. By the end of this quarter, team members who aren’t genuinely AI-curious should be let go. The 50/50 Team Is Coming Fast. And where it will be very soon.

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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

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 283
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From $10M to $100M ARR in 5.5 Months: Inside Replit’s AI Coding Rocketship

SaaStr

✨ 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. 2023 : $2.4M

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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

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 275
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SaaStr on 20VC This Week: Why 40% Cloud Adoption Marks the End of Easy Growth. And Why the AI Budget War is Just Getting Started

SaaStr

SaaS Is Still Slowing Down, Unfortunately: What Q1 2025 Numbers Reveal About the Cloud Software Market The 40% Rule: Why This Number Changes Everything Here’s the uncomfortable truth: 40% of workloads have now moved to the cloud. Weak players get acquired or shut down. This probably isn’t a temporary blip.

AI 253
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10 Ways AI Will Change Sales Forever. It’s Already Happening, In Fact.

SaaStr

If you’re skeptical about AI in sales because of hallucinations or poor experiences, Lemkin suggests it’s likely because you haven’t seen a well-trained AI. While not replacing the absolute best humans, they’re better than 90% of the team. Training takes work, but the results are game-changing.

AI 241