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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

The AI Account Executive Is Arriving. Customer support cracked the deflection code with AI. Companies are routinely achieving 60%+ deflection rates – meaning AI handles 6 out of 10 (or more) support tickets before a human agent ever gets involved. The question isn’t whether AI will impact sales.

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

SaaStr

More than halfway onto the Cloud, but only just And importantly, The SaaStr + AI Era will drive spending on software overall to 4.0%+ of GDP: This is what we are all seeing and feeling, although at Thoma Bravo notes, it’s early. Morgan Stanley said recently AI spend is about 50% new, 50% repurposed from the rest of the IT budget.

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Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

Replit : After languishing at sub-$10M ARR for 8 years, suddenly 10x’d to $100M ARR in the exact same 8-month window following their AI Agent launch in September 2024. ” The AI handles architecture, data modeling, user experience, and deployment. This isn’t coincidence.

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

SaaStr

When Sam Altman talks about OpenAI’s path to $125B in revenue by 2029, most folks focus on the AI magic. B2B Application : If you’re in a rapidly expanding category (AI tooling, security, vertical SaaS), consider raising larger rounds earlier to capture market share before competitors catch up.

AI 176
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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

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. US developer salaries are showing signs of weakening.

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What is AI SaaS? All you need to know

Panintelligence

But Artificial Intelligence (AI) has been the catalyst for enormous change. Together, AI and SaaS are reshaping business operations, redefining customer experiences, and driving innovation across industries. Let's take a closer look at what makes AI SaaS so impactful and why so many SaaS organizations have opened their arms to AI.

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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. IT spend represents about 2.5% 1 For a good broader macro overview, Ray Dalio’s perspective is useful. as is his book on Debt Crises 2 Assuming a 6x revenue multiple.

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