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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.

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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.

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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.

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How Do SaaS Companies Actually Make Money from Payments?

USIO

billion by 2030 , according to Fortune Business Insights. .” — SpringerLink, Software Product Management and Pricing Models In other words: more usage = more transactions = more revenue. The SaaS Market Is Booming—And So Are Payments The global SaaS market is on a rocket ride. Valued at $261.1 billion in 2022 , it’s expected to reach $819.2

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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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How Enterprise Companies are Buying AI (or Not) with ContextualAI, Anthropic, Glean, and Unusual Ventures

SaaStr

.” A Round of Predictions about AI for 2023 Sandhya closed the session by asking, “What is something wild and something realistic you hope will be true in 2030?” For Arvind at Glean, he had a practical hope that we all would have a truly smart, knowledgeable personal assistant who would do most of our work for us by 2030.

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