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One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming?

SaaStr

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.

AWS 294
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Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

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.

AI 216
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The 40% Problem: Do Your Sales Reps Really Cover All Their Accounts? And Is AI The Answer? With Yamini Rangan, CEO HubSpot

SaaStr

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.

Scale 256
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How Anthropic Rocketed to $4B ARR — And Why Your B2B Playbook May Already Be Obsolete

SaaStr

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.

B2B 249
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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

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?

Cloud 299
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Databricks Just Caught Snowflake at $3.7B ARR. Here’s How They Did It (And What’s Next)

SaaStr

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.

AI 265
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5 Great SaaStr Sessions with Databricks’ CEO, CMO, GM, VPP and VPS!

SaaStr

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.

Scale 274