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Where AI Really Matters in Vertical SaaS With CEOs of Owner, Alloy Automation, and DoNotPay

SaaStr

Activant Capital brought together at SaaStr Annua l a group of break-out next-generation AI enhanced vertical software leaders: the CEOs from Owner.com, Alloy Automation, and DoNotPay. At SaaStr Annual they shared their experiences and insights on implementing AI in vertical software companies. New restaurants up +31% in 1 month!

AI 220
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HubSpot Co-Founder and Chairman Brian Halligan on SaaS Markets, Board Meetings, and AI’s Impact

SaaStr

SaaStr CEO and Founder Jason Lemkin recently sat down with HubSpot Chairman and co-founder Brian Halligan , who shared valuable insights on the current state of SaaS, evolving board meeting formats, and how AI is reshaping the industry. Here are the key takeaways from part 1 of this interview.

AI 284
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How to Embed Payment Functionality in Your AI SaaS: A Practical Guide

USIO

If you’re building an AI-powered SaaS product, your focus is likely on creating amazing AI features — whether that’s smart automation, AI co-pilots, or data-driven insights. Embedding payment functionality into your AI SaaS doesn’t have to be a massive, complicated project.

Payments 130
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MongoDB at $2B+ ARR: 5 Epic Learnings from Q1 2026 That Every B2B Leader Should Study

SaaStr

Market category expansion (AI workloads driving new use cases) The SaaStr Takeaway: Don’t accept linear growth deceleration as inevitable. They engineer business models that deliver both. Product innovation can reignite growth engines even at massive scale. They keep growing their customer base aggressively.

Scale 267
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The New Frontier: A Guide to Monetizing AI Offerings

Speaker: Michael Mansard and Katherine Shealy

Generative AI is no longer just an exciting technological advancement––it’s a seismic shift in the SaaS landscape. Companies today are grappling with how to not only integrate AI into their products but how to do so in a way that makes financial sense.

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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

The numbers validated this quickly: 2018: 100 apps, $1M tracked revenue 2020: Series A at $15M 2021: 6,000+ apps, $1B+ tracked revenue, Series B at $300M valuation SaaStr Fund’s bet wasn’t just on the founders or the technologyit was on the inevitable shift toward subscription-first mobile business models.

Payments 281
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Figma's S-1: A PLG Powerhouse

Tom Tunguz

The most significant is competition from AI products. While Figma is investing heavily in AI, the technology lowers the barrier for new entrants. These new product categories have driven many PLG AI software companies to tens & hundreds of millions in ARR in record time. Applying our model’s predicted 19.9x