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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. But it’s just one data point, albeit across many Ramp customers.

AI 269
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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Data from Stripe (below) shows the speed at which AI native companies are growing compared to SaaS companies. If you wanted to scale users and growth, you needed to scale a physical data infrastructure footprint. Now let’s talk about the AI wave. The explosion of AI GTM solutions is dizzying.

Cloud 302
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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. ” required weeks of developer time to answer.

Payments 261
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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 189
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Clouded Judgement 6.13.25 - The Battle for Data Ownership

Clouded Judgement

Subscribe now You Own Your Data…Or Do you? 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. But what if the data you think you have… you actually don’t? Follow along to stay up to date! And this matters.

Cloud 146
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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

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? This is what I’m calling “Enterprise AI.”

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OneStream: Benchmarking the S1 Data

Clouded Judgement

We can expect the company to start trading on the public markets next Wednesday Subscribe now OneStream Overview From the S1 - “OneStream delivers a unified, AI-enabled and extensible software platform—the Digital Finance Cloud—that modernizes and increases the strategic impact of the Office of the CFO.