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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.
In 2022, you could blame the markets In 2023, you could blame "macro" impacts In 2024, you could still claim we were in a "downturn" In 2025 — you've run out of excuses — Jason SaaStr 2025 is May 13-15 Lemkin (@jasonlk) February 4, 2025 The downturn is over in SaaS and B2B. But the downturn?
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. At Owner, selling ~$10K ACV deals to tiny businesses that “don’t typically buy software,” the AI transformation has been mission-critical.
HubSpot has achieved jaw-droppinggrowth with a 29% revenue CAGR from Q1 2019 to Q1 2025, growing from $152M to $714M quarterly revenue. Monday.com consistently invests in marketing, with sales and marketing representing 48% of revenue in Q1 2025. The new customer count just keeps on growing.
Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting
Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. Don’t miss this unique opportunity to hear live insights from experts who have helped countless software platforms implement payments with ease!
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.
"Software engineers working in AI earned 48% more than the average software engineer at the company, according to a payroll spreadsheet shared with BI."
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!
In this episode of PayFAQ: The Embedded Payments Podcast, host Ian Hillis welcomes Matt Downs, President of Worldpay for Platforms, to discuss software-led payments predictions for 2025 and beyond. Navigating market dynamics in 2025 and beyond Matt emphasized the cyclical nature of the payments industry, likening it to a pendulum.
Speaker: Ben Epstein, Stealth Founder & CTO | Tony Karrer, Founder & CTO, Aggregage
In this new session, Ben will share how he and his team engineered a system (based on proven software engineering approaches) that employs reproducible test variations (via temperature 0 and fixed seeds), and enables non-LLM evaluation metrics for at-scale production guardrails.
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.
Rippling CEO Parker Conrad’s Theory of the Compound Startup: Disrupting How We Think About Software #5. 2024/2025 State of SaaS: Trends and Predictions with SaaStr CEO and Founder, Jason Lemkin And come see 200+ top SaaS, Cloud and AI sessions like these at 2025 SaaStr Annual, May 13-15 in SF Bay!!
But we all know enterprise software. Salesforce, Nov 2024: We're hiring 1,000 new sales execs to sell AI! Per The Information , Benioff has also instructed his sales team to go all-in and put AI and Agentforce into every deal possible. It’s a bit counterintuitive at first — isn’t AI replacing people? Not really.
The first SaaStr Annual CRO + CEO Poker Night was a smash hit in 2024, so we’re bringing it back even bigger and better for 2025!! This time, were also hosting a CRO + CEO exclusive Summit, including Poker Night on Wednesday, May 14, 2025 ! May 14 4pm on at SaaStr Annual. — sorry!). Apply to be considered.
The Official SaaStr Annual 2025 Party Guide: Official, Semi-Official and Unofficial Parties and Side Events!! #5. The Top 10 Customer Success Metrics Investors Care About in 2025 with Gainsight CEO Nick Mehta #5. Rippling CEO Parker Conrad’s Theory of the Compound Startup: Disrupting How We Think About Software
So we’ve just had 2 more B2B IPOs that aren’t 100% “traditional” SaaS per se, but still great B2B software leaders to learn from: MNTN and Hinge Health. MNTN is a performance TV software company focused on providing performance advertising services for Connected TV. If … if … you have the growth.
We’re rolling out the next wave of speakers for 2025 SaaStr Annual, May 13-15 in SF Bay: Bill Staples, CEO, Gitlab Josh Reeves, CEO, Gusto Eddie Kim, CTO & Head of AI, Gusto Drew Houston, CEO, Dropbox Arvind Nithrakashyap, Co-Founder & CTO, Rubrik Sridhar Ramaswamy, CEO, Snowflake Jeremy Burton, CEO, Observe AI Jack Newton, CEO and Founder, (..)
Snowflake’s $250 million purchase of Crunchy Data and Databricks’ $1 billion acquisition of Neon represent a fundamental shift in how B2B software companies are preparing for the era of autonomous AI agents. 5 Interesting Learnings from Snowflake at ~$4 Billion in ARR Implications for SaaS and B2B Software 1. ” 3.
Activant Capital brought together at SaaStr Annua l a group of break-out next-generation AI enhanced vertical software leaders: the CEOs from Owner.com, Alloy Automation, and DoNotPay. At SaaStr Annual they shared their experiences and insights on implementing AI in vertical software companies. New restaurants up +31% in 1 month!
The Evolution of Vertical SaaS The shift from horizontal to vertical SaaS solutions represents a fundamental change in how enterprises buy and implement software. They don’t just build software they become construction industry experts. Efficient Growth : Word-of-mouth in tight-knit industries reduces customer acquisition costs.
So Salesforce is hiring 1,000 more salespeople to sell AI software … that is supposed to reduce the need for humans and replace them with agents pic.twitter.com/hsjlrz3mqS — Jason ✨????SaaStr So will AI replace humans, make them more effective, or create a need for even more knowledge works? Maybe it’s not that clear.
No one needs another piece of business software. It can’t strategically improve sales software, financial software, quoting software, recruiting software, QA processes, call center software, etc. The post “Talk to You in 2025”: When There Isn’t Budget appeared first on SaaStr.
By far the most highly valued B2B software company. link] — Akshay Krishnaswamy (@hyperindexed) May 5, 2025 5 Interesting Learnings: 1. Adjusted Free Cash Flow Margins Have Nearly Doubled Palantir reported adjusted free cash flow of $370 million in Q1 2025, representing a 42% margin. And then there is Palantir.
SaaStr Annual + SaaStr AI Summit 2025! We’re bringing together the true founders, revenue leaders and product visionaries that are actually driving the next wave of AI first software. The ultimate gathering of SaaS and AI leadership is about to happen in San Francisco. Not talking heads. Not theorists. 250+ speakers.
Every week I’ll provide updates on the latest trends in cloud software companies. 2025 Rate Cut Expectations The Fed’s “Dot Plot” shows where each member expects rates to be each year. The Dot Plot released on Wednesday showed an expectation of 2 rate cuts in 2025. in 2025 (with the projection being 2.2%
The conversation unpacked notable trends, challenges, and opportunities for software companies navigating this dynamic landscape. Michael noted that software partners now demonstrate a sophisticated understanding of payments, driven by improved access to educational resources and prior experience with payment relationships.
View this post on Instagram A post shared by SaaStr Software Community (@saastr) 4. 2025 And The Rise of the Mech AE (Account Executive) 7. It’s already fundamentally remade the contact center and post-sales. This will create a better customer experience and more efficient sales teams. At least, the best AEs. The mid tier AEs?
That expectation has driven software companies to build and grow their platforms rooted in customer centricity. As the demand for seamless platform experiences intensifies, theres only one way for software companies to effectively deliver on customer-centric strategies: with a digital-first approach.
Thoma Bravo: Software Spend Will Grow 19% a Year Through 2028. The Top 10 Customer Success Metrics Investors Care About in 2025 with Gainsight CEO Nick Mehta #5. Top Posts: #1. The #1 Thing That Makes Enterprise Customers See Value: A Great Dashboard #2. AI is The Accelerant. #3. Yes, SaaS is Back. OpenAI to Hit $12.7
As a software company committed to your customers, you want to do everything you can to set them up for success. 60% of merchants (your software customers) cited adverse effects on their companys reputation, staff workload, and expenses associated with tracking and resolving failed payments. 02 What causes a false decline?
link] — Marc Benioff (@Benioff) March 29, 2025 In most cases, AI wont outright kill SaaS B2B startups now or even soon. Customer Expectations Are Skyrocketing : AI has raised the bar for what customers expect from software. More positions filled, smoother hiring processes.
The high-flying times of 2021 are over, but it doesnt mean you cant be successful in software M&A. I recently sat down with Jim Williams, Managing Director at GLC Advisors, to discuss the current state […] The post Software M&A Trends for 2025: Insights from GLC Advisors appeared first on The SaaS CFO.
Just Not So Much for Enterprise Software #2. VC Deals in 2025 Off To Same Pace as 2024. The Top 10 Customer Success Metrics Investors Care About in 2025 with Gainsight CEO Nick Mehta #3. Top Posts: #1. Forge: The Secondary Markets for Hot Start-Ups Are Back! AI Cant Sell Yet. And AI is 71% of All VC Dollars. Per NVCA #4.
As we gear up for 2025 SaaStr Annual, May 13-15 in SF Bay , we wanted to take a look back at one of your favorite SaaStr conversations with Parker Conrad at SaaStr. And come meet Rippling and learn its secrets to building compound products when their VP of Product Anique Drumright joins us on-stage at 2025 Annual !
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.
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 this article, we highlight the top 10 tech startup founders in the UK for 2025 (who you should be following if you arent already!), Founded in 2021, Lottie has since expanded to include Found by Lottie, a cloud-based software for care providers, and Seniorcare by Lottie, which supports employers in delivering top-tier eldercare benefits.
Despite holding a staggering $370b war chest in 2025, tech giants aren’t racing to acquire companies they’re too busy building their AI empires, one data center at a time. This focus elsewhere creates an opportunity for mid-market players to lead the M&A wave of 2025. 2 Nvidia also spent $11b repurchasing shares.
And see everyone at 2025 SaaStr Annual, May 13-15 in SF Bay for 300+ more sessions, workshops, and braindates like this! About Dave Kellogg Dave Kellogg brings a rare combination of marketing and executive leadership experience to his analysis of SaaS businesses. The “five-five” CMO who excels at everything is a unicorn.
By Inga Broerman The 2025 Blueprint for Scalable Growth in the Subscription Economy The subscription economy is entering a pivotal year. By 2025, the landscape will be more competitive, innovative, and complex than ever before. Businesses that invest in smarter systems now will set the standard for success in 2025 and beyond.
It includes a breakdown of the Sales AI landscape, adoption of GenAI and Sales software across buyer groups. The misconception and three focus areas We are called GTMfund because we support companies with all things go-to-market, not because we invest in GTM software. We do invest in GTM software, but not that frequently.
the AI got the dates wrong for SaaStr Europa 2025, which is probably because we haven’t launched yet so it’s “guessing”), I just make a quick voice note and the model is almost instantly updated. The Software Layer Around It Probably Is, However. Also training is easy. When I see a mistake (e.g.,
” So what 2025 customer success trends can we anticipate? For 2025, our experts expect to see customer teams owning more growth targets, demonstrating more impact, and adopting more sophisticated revenue workflows to drive growthultimately positioning themselves as a cornerstone of long-term growth. Its a bumpy road to the top.”
Software-led payments have grown in popularity, and for good reason. Last year, we sat down with several of the payments experts that roam the halls of Worldpay to understand what was on the horizon for software platforms and payments. From those conversations, we made software-led payments predictions for 2024.
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