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AI Won’t Replace Sales Reps So Much as ‘Deflect’ Them: What Support’s 70% Deflection Rates Tell Us About Sales’ Future

SaaStr

Looking Ahead: The Deflection Timeline Based on support’s evolution, here’s the likely sales trajectory: 2024-2025 : AI handles inbound qualification and simple expansions (5-15% deflection) 2026-2027 : AI processes routine renewals and standard upsells (20-35% deflection) 2028-2030 : AI manages full transaction cycles for commodity sales (..)

AI 261
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Thoma Bravo: Software Spend Will Grow 19% a Year Through 2028. AI is The Accelerant.

SaaStr

in 2030 would be huge. Morgan Stanley said recently AI spend is about 50% new, 50% repurposed from the rest of the IT budget. That 50% new is enough to fuel the growth we see above. AI driving software from 2.0% of GDP in 2020 to 4.0% It would be the New Golden Age of Software. That may be just what we’re seeing.

AI 192
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Life in 2030

Andreessen Horowitz

My day job is to think about the future, so I’ve been thinking … The post Life in 2030 appeared first on Andreessen Horowitz. This is a written version of a presentation I gave live at the a16z Summit in November 2019. You can watch a video version on YouTube.

Mobile 132
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Yes, Open AI Has Raised an Insane Amount of Money. But It Tracks Insane Growth Almost 1:1

SaaStr

It’s based on market creation potential: AI market projected to hit $1T+ by 2030 OpenAI commands 17% market share in generative AI Winner-take-all dynamics in infrastructure B2B Application : If you’re creating a new category, price your rounds based on market potential, not current metrics.

AI 169
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What do Tariffs Mean for Startupland?

Tom Tunguz

of GDP & Holden Spaht at Thoma Bravo published their argument for why it will grow to 4% by 2030, creating another approximately $2t in market cap along the way. But there’s reason to remain optimistic. IT spend represents about 2.5%

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Payfac-as-a-Service: A Smarter Way to Handle Payments at Scale

USIO

The embedded finance market—including Payfac-as-a-Service—is projected to exceed $7 trillion in global transaction volume by 2030. That’s not a blip—it’s a massive shift in how businesses are managing money.

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8 Out of 10 SaaS Founders Are Burning Cash Faster Than Ever — And Why YC is On Fire (SVB’s 2025 Data Breakdown)

SaaStr

International Developer Talent Is Reshaping SaaS Economics The Surprise : About 60% of companies already outsource app development , and India is expected to overtake the US in number of developers by 2030. US developer salaries are showing signs of weakening. Why It Matters : The global talent arbitrage is real and accelerating.