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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

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% year-over-year.

AI Search 274
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AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution

SaaStr

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.

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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

New spending data from Ramp reveals a possible trend: end user AI adoption may be hitting its first growth slow down. The AI adoption party might be slowing down—at least temporarily. While overall AI penetration among U.S. CFOs who initially approved AI experiments are now demanding concrete business outcomes.

AI 275
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A16Z: Enterprise AI Spending is Growing 75% a Year.

SaaStr

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. It’s not just part of the innovation budget anymore.

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How The Top 25 B2B Public Companies Have Performed In 2025 So Far — And What They Tell Us About the Future

SaaStr

AI-native + mission-critical = strong performance (Palantir +165%, ServiceNow +12%). The B2B and SaaS market has clearly separated into two different value propositions: Mission-critical AI platforms (strong performance) Traditional productivity tool s (facing headwinds) Let us break it down category by category.

B2B 258
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Welcome Back Duplo Cloud & Pylon to SaaStr Annual 2026! 🎉

SaaStr

We’re thrilled to announce the return of two incredible partners coming back to SaaStr Annual + AI Summit 2026 ! Their unwavering commitment to our community speaks volumes about their dedication to supporting SaaS growth and innovation. See you at SaaStr Annual + AI Summit 2026 and SaaStr AI London in December 2025!

Cloud 236
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IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders

SaaStr

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 178