SaaStr

JULY 9, 2025

For SaaS founders, NVIDIA’s journey offers critical lessons about platform strategy, timing major transitions, and building infrastructure that becomes indispensable. The AI Bet (2016-2020): Riding the Massive Wave Market Cap Journey: $50B → $323B Here’s where timing met preparation.

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SaaS Payments Payment Solutions Payments Payment Services 210

SaaStr

JULY 23, 2025

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. With a bit of a cowboy mentality for now.

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Software Review Technical Review Development Team Review Systems Review 194

SaaStr

MARCH 24, 2025

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. Run Toward It. #4.

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AI Trends SaaS AWS 147

SaaStr

APRIL 14, 2025

SaaStr Annual has always been the go-to event for SaaS founders, executives, and investors, but 2025 is shaping up to be the best one yet. 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!

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VP of Engineering CTO Coach VPCs (Virtual Private Cloud) Scale 204

How To Buy Saas

JUNE 18, 2025

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).

AI 69

AI Scale Technical Review Software Review 69

How To Buy Saas

MAY 29, 2025

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.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

Clouded Judgement

FEBRUARY 7, 2025

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!

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Systems Review Cloud AI Artificial Intelligence 144

Clouded Judgement

JULY 18, 2025

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. Much faster than any companies I met during the SaaS era. Follow along to stay up to date!

Cloud 144

Cloud AWS ChatGPT AI 144

ChurnZero

MAY 29, 2025

Some SaaS trends simmer; others ignite. 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.

Benchmarks 52

Benchmarks AI B2B SaaS 52

How To Buy Saas

MAY 21, 2025

Importantly, ATS platforms have evolved with AI-driven features , diversity and bias reduction tools , and deep analytics to meet todays hiring challenges. From cloud-based SaaS solutions to on-premise enterprise software , businesses worldwide are leveraging ATS technology to build efficient, fair, and scalable hiring pipelines.

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Systems Review Sales Recruiting Sales Hiring Technical Review 52

SaaStr

MAY 23, 2025

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.

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Underperforming Technical Team AI SaaS ChatGPT 173

SaaStr

JUNE 1, 2025

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.

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AI Search AI CTO Hire ChatGPT 264

SaaStr

JUNE 19, 2025

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

AI 269

AI DevOps as a Service Scale Outsourced Development 269

Full Session

DECEMBER 30, 2024

Integrations PostHog works well with Kafka, Slack, AWS, Google Cloud, GitHub, Tableau, and Looker. For SaaS, it helps understand user engagement with the software. Automated personalization: Use AI to deliver personalized content in real-time. Support PostHog has a community and loads of documentation to support you.

Payment Methods 52

Payment Methods Payment Solutions Payments SaaS Payments 52

Teamgate

JUNE 11, 2025

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.,

Scale 52

Scale Payment Solutions SaaS Payments Payments 52

User Pilot

MARCH 5, 2025

Best for: SaaS product teams who want a powerful but easy-to-use platform to improve onboarding, increase product adoption, and drive user engagement. Intercom Intercom is an AI-powered customer service tool that equips teams to engage customers through omnichannel support and activity-driven automation. Criterion Does It Deliver?

Software Review 52

Software Review Engagement Software Scale 52

Sales Hacker

JANUARY 7, 2025

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.

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Outsourcing Services Scale Outsourced Development AWS 117

SaaStr

JUNE 15, 2025

The rise of ChatGPT as the front-end to our AI world is pushing them to open. And legacy B2B and SaaS vendors are about to learn a painful lesson about who really owns customer data. "AI & SaaS: Will MCP Replace Your Apps?" But many classic B2B and SaaS leaders will likely fight it.

Enterprise 265

Enterprise ChatGPT Data Software 265

SaaStr

MARCH 9, 2025

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.

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AWS AI B2B Startup 202

SaaStr

APRIL 24, 2025

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.

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AWS SMB AI Innovation 175

Sales Hacker

MAY 13, 2025

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.

AI Search 74

AI Search AI ChatGPT Software Review 74

SaaStr

FEBRUARY 9, 2025

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. Pitchbook: There Are 300+ SaaS StartUps Waiting to IPO #5. Whats Really Going in Venture Today: Deals Are Down, But Big AI Dollars Are Up.

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AI AWS B2B Startup 234

Sales Hacker

JANUARY 13, 2025

To scale this support and extend it beyond our portfolio to the broader SaaS ecosystem, weve partnered with Pursuit – a leader in go-to-market talent acquisition. Create – launched AI Templates to make building even more accessible. More for your eyeballs AI SDRs and the future of prospecting.

Scale 108

Scale Sales Hiring Artificial Intelligence SMB 108

SaaStr

NOVEMBER 7, 2023

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. That many of the standard assumptions and ways of doing SaaS will change a lot. He believes we’re rapidly approaching that new world where anyone can build a great SaaS product. What does that mean?

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Generative AI AWS Artificial Intelligence AI 293

Clouded Judgement

DECEMBER 1, 2023

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!

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

SaaStr

AUGUST 3, 2024

So a lot of good stuff has happened in SaaS recently. OneStream had an epic SaaS IPO at $500m ARR, growing 34%. Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. Are some of these AI deals done at extremely high ARR multiples? Just build.

AWS 235

AWS Scale Social Media SaaS 235

SaaStr

DECEMBER 13, 2021

During those 30 years as an Open Source platform, multiple developers and professionals adopted and contributed to it to the point where, today, Linux is everywhere—supercomputers, AI, IoT, embedded devices, and so on. Open Source is here to stay—and Open Source + SaaS is the future. We’re currently in the age of the public cloud.

Enterprise 247

Enterprise AI SaaS AWS 247

Tom Tunguz

APRIL 6, 2023

There are 4 questions a startup should ask themselves about building a startup that uses generative AI. The narrative is : AI is a massive platform change that Goldman Sachs projects will increase GDP 300x more than the PC. There are 4 questions startups should ask themselves about building with generative AI. The video is here.

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Generative AI AI GCP(Google Cloud Platform) Startup 224

SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. Right now, 70% of the GenAI startups are using Google Cloud.

Cloud 309

Cloud Scale AWS AI 309

SaaStr

MAY 16, 2024

SaaS outside of classic “B2B’ is often holding up well. And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. But classic B2B SaaS is definitely in many cases seeing tougher times. So not everyone is seeing tougher times these days. Klaviyo, Toast, etc. just had very strong quarters.

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Azure AWS Sales B2B 301

SaaStr

SEPTEMBER 29, 2024

It’s clearly the center of the AI Boom, even if many are based outside of it, in Paris and elsewhere. New York is great, SoCal and Miami are great places to live and OK for tech, and certainly there are segments of SaaS and B2B where SF isn’t as compelling. But SOMA and much of the financial district are still awful.

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AWS B2B AI Startup 293

SaaStr

DECEMBER 20, 2023

So we don’t know quite as much about Canva as we do SaaS companies that have IPO’d. Canva hasn’t seen any “macro impacts” to revenue growth, nor have a number of other SaaS leaders that sell in large part outside of tech. #2. But the very, very best in SaaS? That’s awfully impressive.

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AWS B2C Scaling AI 307

SaaStr

FEBRUARY 21, 2024

Welcome to the latest installment of our “ What’s New ” series where SaaStr founder and CEO Jason Lemkin sits down with some of the top leaders and founders in SaaS and Cloud to discuss What’s New and what should be top of mind for fellow founders. AWS can’t support 20 partners equally. Otherwise, it falls apart.

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AWS Scale Sales Hiring Marketing 279

SaaStr

DECEMBER 20, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CEO of ZoomInfo , Henry Schuck. How is ZoomInfo Integrating More Advanced AI? So, what’s new at ZoomInfo?

New CTO 312

New CTO Scale Sales Hiring CTO Hire 312

Clouded Judgement

JUNE 19, 2024

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). net retention and CAC payback).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

NOVEMBER 24, 2021

The SaaS sales model seems so well-established, as hundreds of founders build their businesses and raise funding. Mark Roberge, Founder of Stage 2 Capital and Senior Lecturer at Harvard Business School, shares insights from his years of experience into common SaaS sales missteps and how you can avoid them.

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Sales Hiring Scale Compensation Sales 257

Clouded Judgement

MARCH 22, 2024

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set.

AI 190

AI Cloud Revenue Technical Advisors 190