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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
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GTM in The Age of AI: The Top 10 Learnings from ICONIQ’s 2025 B2B SaaS Report

SaaStr

ICONIQ’s latest report, surveying 205 GTM executives in April 2025 , reveals a market splitting in two: AI-forward companies pulling dramatically ahead while traditional SaaS companies struggle with flat growth, longer sales cycles, and declining conversion rates. The message is clear: The Age of AI isn’t coming—it’s here.

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The Complete History of HubSpot’s Net Revenue Retention: From 88.6% at IPO to 115% Peak — And Why 102% Today Is Still Strong

SaaStr

annualized subscription dollar retention rate. subscription dollar retention, but this was still problematic. Their transition to an AI-first strategy began paying dividends with embedded AI driving higher engagement across all hubs. Successful SaaS companies must continuously evolve their retention strategies.

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Clouded Judgement 8.1.25 - The AI Operating Model

Clouded Judgement

Subscribe now The AI Operating Model One of the biggest debates in every platform shift is: do the incumbents win, or do the startups take over? We’re about to see the same thing happen again in AI. ” The real edge is building a company that runs differently because of AI. Forecasts are AI-generated.

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Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

Replit : After languishing at sub-$10M ARR for 8 years, suddenly 10x’d to $100M ARR in the exact same 8-month window following their AI Agent launch in September 2024. ” The AI handles architecture, data modeling, user experience, and deployment. This isn’t coincidence. With a bit of a cowboy mentality for now.

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Clouded Judgement 7.25.25 - TAMs Lie

Clouded Judgement

We’re now seeing the exact same dynamic play out in AI. Take AI code editors like Cursor or Claude Code. AI tools like these aren’t just “IDEs with autocomplete.” If the average developer costs $150K/year, and an AI assistant makes them 20% more productive, that’s $30K in value per seat.

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Top 10 Reasons SaaStr Annual 2025 Will Be Better Than Ever!! May 13-15 in SF Bay!

SaaStr

It’s 50% about the intersection of AI + B2B, 50% about GTM in 2025+, and … 50% about helping you meet the best of the best! With a New, AI Demo Stage from 100+ Top AI Start-Ups! AI is transforming SaaS, and were dedicating two massive stages to the SaaStr.AI The SaaStr.AI Summit Is Back and Bigger.