SaaStr

FEBRUARY 6, 2025

Thread AI’s founder and Palantir alum Maya Gonimah has cracked the code on enterprise AI implementation through their strategic partnership with Google Cloud. Here’s the AI playbook that’s actually working in production today. Trying to create entirely new AI-centric workflows.

AI 187

AI Cloud Enterprise Technical Review 187

SaaStr

JANUARY 10, 2025

At SaaStr Annual’s AI Summit , we gathered an all-star panel of product leaders who have built some of the most widely-used AI features in production today. Each leader started by sharing their unique perspective on how they approached adding AI into their SaaS products: How GitHub Built an AI Copilot to 1.8M

AI Search 312

AI Search AI Strategy Scale 312

SaaStr

JUNE 19, 2025

We’re thrilled to announce the return of two incredible partners coming back to SaaStr Annual + AI Summit 2026 ! Duplo Cloud – Our 6-Time Champion! 🏆 A massive welcome back to Duplo Cloud , who continues their incredible streak as a 6th-time sponsor of SaaStr Annual! May 12-14 again at our 40 acre campus in SF Bay!!

Cloud 241

Cloud AI B2B Government 241

SaaStr

JUNE 6, 2025

Down nearly 30% YoY from Q1 last year pic.twitter.com/9MLyLe3XXf — Jamin Ball (@jaminball) June 5, 2025 Bottom Line Up Front : The aggregate cloud software market just delivered its worst quarterly performance in years, with net new ARR additions plummeting nearly 30% year-over-year in Q1 2025. billion in Q1 2025 , down from $2.33

Cloud 257

Cloud Software Marketing SaaS 257

SaaStr

JULY 7, 2025

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 214

AI Cybersecurity Artificial Intelligence SaaS 214

Clouded Judgement

JULY 25, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. We saw it during the rise of the cloud. What actually happened was this: Cloud created new pain points and new markets (more data, more sprawl, more teams), which made old categories more valuable. Cloud shifted services to software.

Cloud 167

Cloud Software Review Underperforming Technical Team Scale 167

SaaStr

JUNE 25, 2025

AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution Lessons from Arvind Nithrakashyap, Co-Founder and CTO of Rubrik, on scaling cyber resilience platforms, building multiple product curves, and implementing AI across both products and operations.

Cybersecurity 256

Cybersecurity AI Scale CTO Hire 256

SaaStr

OCTOBER 11, 2024

Every year, Bessemer Venture Partners releases a State of the Cloud report. This year, it’s all about AI, which is why Sameer Dholakia, Partner at Bessemer, calls it the Cloud AI Era. Four portfolio companies join Sameer to talk about three trends of the Cloud AI Era. You can access the report here.

Cloud 167

Cloud AI Artificial Intelligence Healthcare 167

SaaStr

JULY 3, 2025

Oracle Cloud Infra signs $30B+ year deal with OpenAI 🚀Many ways to benefit from AI 😪And many ways to lose from it If Oracle can find a way … pic.twitter.com/1rOZrzaRw4 — Jason ✨👾SaaStr.Ai✨ Yes, your grandfather’s enterprise software company is crushing it in the age of AI. billion beat estimates of $15.59

AI 233

AI Enterprise Cloud Scale 233

SaaStr

JUNE 20, 2025

The Great Spending Showdown: AI vs SaaS in 2025/2026 — What Every B2B Leader Needs to Know We’re witnessing the most dramatic shift in enterprise tech spending since the cloud migration began 15 years ago. The numbers are staggering: AI spending is set to hit $644 billion in 2025, growing at a mind-bending 76.4%

AI Search 289

AI Search Artificial Intelligence AI CTO Hire 289

SaaStr

JUNE 26, 2025

The AI Account Executive Is Arriving. Customer support cracked the deflection code with AI. Companies are routinely achieving 60%+ deflection rates – meaning AI handles 6 out of 10 (or more) support tickets before a human agent ever gets involved. The question isn’t whether AI will impact sales.

AI 268

AI Sales Generative AI Pricing 268

SaaStr

JUNE 16, 2025

a16Z recently surveyed over 100 leading CIOs across 15+ industries to get the latest pulse on enterprise AI spend in software. The learnings aren’t a surprise — but they are useful to see just how core AI spend has become in the enterprise. Top 5 SaaStr Learnings: Enterprise AI in 2025 1.

Enterprise 214

Enterprise AI Benchmarks Innovation 214

Clouded Judgement

JANUARY 24, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now The Year of “Enterprise AI” One of the biggest challenges facing AI systems in enterprises today is the “last mile” problem: how do you make AI both reliable and accurate for specific enterprise use cases?

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

SaaStr

JULY 16, 2025

Market category expansion (AI workloads driving new use cases) The SaaStr Takeaway: Don’t accept linear growth deceleration as inevitable. The Atlas Flywheel: How 72% Revenue Mix = Compound Advantages The Numbers: Atlas (cloud) revenue grew 26% YoY and now represents 72% of total revenue. 70%+ mix is where the magic happens.

Scale 267

Scale B2B Sales Hiring Acquisition 267

SaaStr

OCTOBER 27, 2024

One Thing is Clear: AI Is Leading to 1000+ New Competitors in SaaS Top Videos and Pods: #1. “How To Perfectly Pitch Your Seed Stage Startup With Y Combinator’s Michael Seibel” #2. The Future of AI and Sales in SaaS with Henry Schuck, CEO of ZoomInfo and SaaStr CEO Jason Lemkin #4. appeared first on SaaStr.

AI 292

AI Cloud Startup SaaS 292

SaaStr

JUNE 2, 2025

Billion PostgreSQL Battle for AI Agent Supremacy Brief Overview : Two data giants are making strategic moves to dominate the AI agent infrastructure market through major PostgreSQL acquisitions. With this news, we will be introducing Snowflake Postgres: enterprise-grade, AI-ready, and fully managed.

VP of Engineering 193

VP of Engineering AI Search AI Data 193

SaaStr

JULY 4, 2025

Less Budget Being Routed to AI Initiatives (For Now) Tech companies are pouring massive budgets into AI initiatives – new models, AI infrastructure, prompt engineering teams. Every dollar going to “AI transformation” is a dollar not going to traditional SaaS tools. At least, the pre-AI versions.

Merchant Services 323

Merchant Services SaaS Payments Payment Services Payments 323

SaaStr

DECEMBER 18, 2024

Perhaps Databricks isn’t really SaaS, it’s Cloud + AI/Cloud infrastructure. The meta point is after a tough late 2023 and into 2024, SaaS, Cloud and more is back: In some cases, AI is the driver (Databricks, Palantir). This is pretty crazy, and the AI accelerant thrown on their model.

AI 284

AI Cloud Enterprise SaaS 284

SaaStr

OCTOBER 16, 2024

So RingCental is both an incredibly impressive SaaS and Cloud company — but also a bit of a cautionary tale. Quality Management is Their Biggest AI Play at the Moment This makes sense. Using AI to understand the efficacy of contact center agents is a big use case. #4. Fast forward to today, it’s at: $2.43

Scale 284

Scale SMB Compensation Cloud 284

SaaStr

MAY 19, 2025

We’ll do deep dives on all the SaaStr + AI Summit 2025 speakers soon! This isn’t just marginally faster than cloud adoption – it’s an entirely different magnitude. ” While there might be tradeoffs in deep knowledge retention, their AI-enhanced productivity is undeniable. That was a non-starter.

AI 216

AI Technology ChatGPT Cloud 216

SaaStr

NOVEMBER 12, 2024

So Battery Ventures has a new detailed report on The Open Cloud you can dig into here. There’s a lot of great data in the report, but one analysis helped answered a question I’ve been wondering the past 12-18 months: Are start-up actually more overvalued today than at the peak of Cloud mania in 2021? in 2021 to 23.4x

Startup 293

Startup Cloud AI Mobile 293

SaaStr

APRIL 1, 2025

No one has a true crystal ball when it comes to Cloud spend in the coming years, but the leaders have a lot of data. It’s the #1 Private Equity firm for B2B and SaaS companies and it surveyed 501 Cloud and SaaS buyers. Morgan Stanley said recently AI spend is about 50% new, 50% repurposed from the rest of the IT budget.

AI 200

AI Software Cloud B2B 200

SaaStr

FEBRUARY 5, 2025

IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders. What’s emerging is a new paradigm: Vertical AI, where foundation models are specialized for specific industries and use cases. The WatsonX Platform Deep Dive What’s Actually Different Here WatsonX isn’t just another AI platform.

AI 184

AI Scale SaaS Government 184

SaaStr

OCTOBER 23, 2024

So some Cloud and SaaS stocks are on fire, even now. Why is Palantir the highest valued public SaaS and Cloud stock? 22% free-cash margins, and now GAAP profitable Customer count up 41% year-over-year It’s the bright, AI-driven future folks are excited about. $2.7 And then … there is Palantir. The fire of the fire.

Artificial Intelligence 236

Artificial Intelligence Government AI Cloud 236

SaaStr

OCTOBER 23, 2024

At SaaStr’s AI Summit during the SaaStr Annual , René chatted with SaaStr CEO and founder Jason Lemkin about how BILL has reached half a million customers and $1.3B He had the idea that the Cloud, not called the Cloud back then, would enable two entities to see the same transaction from their perspective. in revenue.

SMB 307

SMB Payment Services Payments Payment Methods 307

SaaStr

JULY 12, 2025

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 248

B2B Scale Outsourced Development AI 248

SaaStr

OCTOBER 29, 2024

The Cloud came, and leaders like Talkdesk and Dialpad emerged to take large market share, and older folks like RingCentral and Five9 also rolled out Cloud contact centers. And now, AI is fueling more growth, as contact centers replace some of their humans with AI agents. Fast forward to today, and Genesys: $1.6

AI 313

AI Cloud SaaS Investment 313

SaaStr

OCTOBER 20, 2024

State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #2. The Secrets to Selling and Scaling in Vertical SaaS with Slice’s CRO The post The Top SaaStr Posts, Videos and Podcasts of the Week: Bessemer’s AI State of the Cloud, CEO Klaviyo, CROs of Rippling and Slice, and More!

Cloud 308

Cloud AI Scale Scaling 308

SaaStr

OCTOBER 10, 2024

And what you can see is there is really almost no liquidity for startups and scale-ups in SaaS and Cloud at the moment. Now, to some extent, the issues here have been masked by several factors: The VC engine continues, more or less, and has been re-energized by AI. Epic times. See above from Thomasz. Deals are fast and furious.

SaaS 312

SaaS Acquisition Cloud AI 312

Clouded Judgement

JULY 11, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Random Market Musings The last few posts have been more focused on AI developments, so I wanted to take some time this week to give a broader macro update. Even the nerd fight over AI scaling has calmed down for the moment.

Cloud 144

Cloud Marketing Scale AI 144

Clouded Judgement

JUNE 6, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. This “misuse of ARR” trend has accelerated in the age of AI, as business models have evolved (into more usage/success-based vs. seat-based), and everyone is tinkering with new AI products. Follow along to stay up to date!

Cloud 144

Cloud Technical Review Software Review Technical Advisors 144

Clouded Judgement

JANUARY 28, 2025

What a last few days in AI land! DeepSeek is an AI company that focuses on distilling large, complex AI models into smaller, more efficient versions (while also adding in their own research breakthroughs). This shift is central to the paradigm change we’re seeing in AI today. What is DeepSeek?

Cloud 190

Cloud Scale AI Scaling 190

Clouded Judgement

JUNE 27, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now New Rules For a New Game One of the biggest shifts happening in startups right now is that the old rule of thumbs for how you build a successful software startup just don’t hold in the age of AI. Follow along to stay up to date!

Cloud 157

Cloud Sales Hiring Scale Investment 157

Clouded Judgement

JUNE 13, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Something I’ve written a fair bit about, and something I deeply believe, is this: you don’t have an AI strategy without a data strategy. Or to authorize an AI tool to sit on top of your Slack data and make it searchable or useful.

Cloud 144

Cloud Data AI Investment 144

SaaStr

MARCH 18, 2025

Joselyn Goldfein , Managing Director at Zeta Venture Partners, which invests in AI and data infrastructure-focused startups from inception through seed stage And see everyone at 2025 SaaStr Annual, May 13-15 in SF Bay!! What VCs Are Funding in AI Today The AI funding landscape has evolved rapidly in 2023-2024.

Technical Review 187

Technical Review Artificial Intelligence AI Marketplace as a Service 187