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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? On the one hand, new AI-first entrants are rocketing to $10m ARR in a year. And all the leaders in SaaS are leaning in on AI, from Salesforce to Asana to HubSpot to ServiceNow and more.
SaaS / B2B Public Stock Performance 1H’25: Top Winners & Losers 📊 Market Summary: SaaS Sector in 1H’25 The SaaS sector experienced a dramatic bifurcation in the first half of 2025, with clear winners and losers emerging based on AI differentiation, security positioning, and vertical specialization.
The 40% Problem: How AI Will Finally Fix Sales Coverage and Customer Face Time A wake-up call from HubSpot’s CEO Yamini Rangan on why your sales team is failing 60% of their accountsand how AI will change everything There’s a brutal truth about B2B sales that most founders refuse to acknowledge.
When Anthropic hit a reported $4 billion in annual revenue at the end of 1H’25, it marked more than just another AI milestone. Code Generation as the Primary Growth Driver While everyone talks about general AI adoption, Anthropic identified code generation as the killer use case.
Data from Stripe (below) shows the speed at which AI native companies are growing compared to SaaS companies. Fast forward to the launch of AWS and the public cloud. Now let’s talk about the AI wave. And now, engineering and distribution (go-to-market) constraints are greatly reduced with AI. What does this mean?
pic.twitter.com/VXSqDIuTZT — Alex Clayton (@afc) June 13, 2025 AI Fueling Unprecedented Growth Databricks just announced they’re targeting a $3.7 The AI Infrastructure Land Grab Is Real What’s driving this unprecedented growth? Every business process becomes an AI opportunity. Three things: 1. They were right.
The Future of AI, Open Source and Enterprise SaaS with Databrick’s Founder CEO Ali Ghodsi: #2. “Lessons Learned in Scaling Databricks, AWS, VMWare and More” with Databrick’s SVP and GM Ed Lenta #3. The 7 Biggest Mistakes CMOs Make with Databricks’ CMO Rick Shultz #4.
The AI Bet (2016-2020): Riding the Massive Wave Market Cap Journey: $50B → $323B Here’s where timing met preparation. When the AI revolution exploded, NVIDIA was perfectly positioned. AI is the New Internet Just as every company became an internet company, every company is becoming an AI company.
AWS, Twilio, Heroku, etc. There are a few alternatives for AI-driven products: Triple the per seat price : If the AI agent is 3x as productive as a human, the software company could charge 3x as much per seat. Move to usage-based pricing : AI software might be priced like databases, charging for compute.
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.
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! With a New, AI Demo Stage from 100+ Top AI Start-Ups! AI is transforming SaaS, and were dedicating two massive stages to the SaaStr.AI The SaaStr.AI Summit Is Back and Bigger.
Databricks used consumption-based pricing because that’s what AWS, Google, and Microsoft used—it made sense to customers who were already buying cloud services that way. Databricks leveraged Spark Summit (now Data and AI Summit) to bring thousands of users and customers together.
AI is already reshaping B2B SaaS, and its only going to accelerate. AI is Table Stakes Now. AI isnt a differentiator anymore per se its the baseline. Customers expect AI to be baked into your product, whether its automating workflows, improving onboarding, or delivering predictive insights. Mediocre AI wont cut it. #2.
The global AI race is heating up as nations race to develop full-stack AI systems – integrated pipelines from data and hardware to models and applications. AI is already everywhere: in 2024, 78% of organizations reported using AI ( up from 55% in 2023 ). billion into AI in 2024 (about 12× China’s $9.3B).
In an era when executives are bombarded with tech buzzwords, it’s vital to focus on real-world AI uses that deliver business impact. This vivid idea captures AIs potential to act as assistants and insights machines, boosting efficiency and innovation. Executives also leverage generative AI for idea generation and reporting.
Subscribe now “Grouping + AI” for Triage One area I’m quite excited to see AI revolutionize is “grouping + triage” workflows. Many of them AI based. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Follow along to stay up to date!
Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy. Enterprise sales require a field presence, strategic account management, and a drive to go where your customers are. Pricing: Keep It Simple (At First) Databricks started with a simple, consumption-based pricing model.
Instead of macro commentary, market commentary or some specific piece of AI commentary, I thought I’d treat this weeks post more as a personal journal entry. There are so many similar stories coming out of AWS ReInvent every year. It was ~4 years after AWS was launched and the public cloud started to take off.
This clean architecture allows DuckLake to manage huge data lakes—with millions or even billions of files—across AWS S3 or Google Cloud Storage. Its architecture provides full ACID compliance, so concurrent reads and writes are handled seamlessly, allowing entire teams (and their AI agents) to work on the data lake simultaneously.
Then there’s AI, in a category all of its own. This year, SaaS Capital’s industry-leading B2B Benchmarking Survey covered AI adoption and outcomes for the first time and the results are unequivocal: AI is no longer optional in SaaS. AI adoption is growing fast. Some companies are building AI-native platforms.
The latest one is all AI with a big enterprise / B2B slant and is very good but dense. AI User Adoption Is Literally Unprecedented We know this, but still, the numbers do sort of blow your mind: ChatGPT: 0 to 800MM weekly users in 17 months (vs. Every B2B and SaaS company now competes in a global, AI-enabled market from Day 1.
So we were back on 20VC this week in our Latest in Tech deep dive with Harry Stebbings and Rory O’Driscoll of Scale: “The State of SaaS 2025: IPOs, AI, and the Coming Shakeout” The IPO Window Is Cracking Open (Finally) Chime’s $1.67B revenue IPO is the canary in the coal mine. After 4+ years.
Importantly, ATS platforms have evolved with AI-driven features , diversity and bias reduction tools , and deep analytics to meet todays hiring challenges. Manatal Best AI-Powered ATS for HR Teams Pricing: Key Features: Ideal Use Case: 5. Workable Best ATS for Medium-Sized Companies Pricing: Key Features: Ideal Use Case: 3.
Inside Snowflake’s Board Meetings: How AI is Reshaping Enterprise Data and the Future of B2B Partnerships We had a lot of fun at SaaStr AI Summit 2025 with a rare look inside Snowflake’s boardroom! The days of relationship-only selling are over in AI-adjacent markets. This unique relationship reveals how the $4.5B
Integrations PostHog works well with Kafka, Slack, AWS, Google Cloud, GitHub, Tableau, and Looker. Automated personalization: Use AI to deliver personalized content in real-time. PostHogs ability to host data on your servers offers greater privacy control than VWOs cloud-based model.
AI, cloud migrations, platform consolidation) For example, instead of saying We need $5M for cloud, IT can now say, Our AWS costs support 12 agencies. That enables: Better alignment between IT and finance Smarter investment decisions The ability to justify innovation (e.g., Heres a breakdown. Heres the cost trend.
The AI-powered insights have helped us identify and resolve issues faster, resulting in stellar uptime and increased customer satisfaction for Fortune 500 customers.” “Middleware.io is a powerful cloud observability platform that helps us monitor our infrastructure and applications in real time. ” – Tatevik H.,
With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. And I know you’ve had some great experience, particularly while you were at AWS, running different partner sales, channel sales.
Intercom Intercom is an AI-powered customer service tool that equips teams to engage customers through omnichannel support and activity-driven automation. Features and functionality Intercom offers an AI-powered chatbot called Fin AI, omnichannel and multilingual support, as well as features for in-app guidance. per resolution.
The rise of ChatGPT as the front-end to our AI world is pushing them to open. "AI & SaaS: Will MCP Replace Your Apps?" By blocking AI rivals like Glean from accessing Slack data, they’ve crystallized the central question every SaaS vendor will face: Is the data in your app YOUR data, or your customer’s data?
My live experience at the AI Engineer World’s Fair 2025 in San Francisco could be summarized as “extremely intense.” I hope these notes help you get a sense of the energy, trends, and ideas shaping the future of AI and AI Engineering. Excellent overview of the state of AI, the pace of progress, trends.
But Whats The AI Era Replacement? #2. How AI is Really Changing SaaS From the CEO of Procore, co-CEO of Monday and Chair of HubSpot #5. One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today.
Userpilots data is fully encrypted and stored with SOC-compliant vendors like Amazon AWS and Google Cloud. Protect customer data with the highest compliance standards Every data point you collect represents actual people, so safeguarding it is a must. which can damage your brand reputation.
Whatfix is holding an “AI in Customer Success: Reality Check” meet-up in San Jose from 1-5pm with an afterparty at M8trix Casino Sprinto is hosting Brews & Big Ideas from 4-7pm at the epic Fieldworks outdoor brewery just down the street from the venue. Past speakers, sponsors, partners and more, look for an invite.
How Yext evolved from managing listings to powering AI-ready data pipelines. Actionable steps SaaS companies can take to optimize for AI agents and search diversification. 14:30 The new battleground: how AI engines like ChatGPT shape discoverability. 22:00 Why structured data is the foundation of AI-first marketing.
One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. Whats Really Going in Venture Today: Deals Are Down, But Big AI Dollars Are Up. The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures.
“AWS’ AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew, and we felt like AWS grew pretty quickly.” GCP 23 35 52.2% Azure 26 33 26.9%
With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. Create – launched AI Templates to make building even more accessible. More for your eyeballs AI SDRs and the future of prospecting.
Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. Keep reading to learn what the four most common SaaS assumptions are, and watch Adam knock each one down with the power of generative AI. Now, it’s time to knock over all of these beliefs with generative AI.
Today, the battle is for AI gravity. AI requires orders of magnitude more compute than other workloads, so there’s much more money & profit to be made serving customers running them. Facebook and Google both announced very similar strategies of overinvesting in AI data centers. History will rhyme with AI.
Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. ” AWS fully embracing the breadth over depth approach. A strong data foundation is critical for an effective AI strategy!
At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. The future of Enterprise is “Ambient AI.”
In addition, Microsoft & Snowflake announced a deeper AI go-to-market partnership with Snowflake. Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation. Snowflake’s partnership with Nvidia positions Snowflake’s cloud as a broader infrastructure platform.
Generative AI is a platform shift where models can take inputs such as text, image, audio, video, and code and generate new content into any of the modalities mentioned. The Pace of AI is Increasing Dramatically Something ground-shifting has been happening over the last five years — the pace of innovation. Now, it’s 100+ times.
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