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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

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.

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5 Interesting Learnings from Salesforce at $40 Billion in ARR

SaaStr

Perhaps most importantly, Salesforce has leaned deeply into AI … and while the usage is impressive, so far it hasn’t materially changed growth. Nvidia, Google Cloud, Azure, etc. Salesforce May Be Hiring 1,000+ Reps To Sell AI, But Overall Sales & Marketing Spend is down From 32% of revenue a year ago to 30% today.

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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

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).

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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

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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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

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.

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RAG Explained: What Is Retrieval-Augmented Generation?

How To Buy Saas

Retrieval-Augmented Generation (RAG) is a cutting-edge approach in AI that combines large language models (LLMs) with real-time information retrieval to produce more accurate and context-aware outputs. Industry leaders have quickly embraced RAG as a way to build more intelligent AI applications. and real SaaS examples using RAG.

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The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

SaaStr

The bar has gone up, and it’s not just in AI. Buyers are expecting much more from a product, and yes, AI is accelerating those expectations. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. So non-tech is strong, we all know AI is strong. Is there a bubble?