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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.
These are the AI tools that help our tiny SaaStr team just hum. 50% of SaaStr already runs on AI. "No one will create content without AI going forward" with @thesamparr + @ShaanVP with me on New!! ✨ Lemkin (@jasonlk) June 4, 2025 The AI revolution isn’t coming. Enter Recall AI. It’s here.
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. The Revenue Reality Check: Total revenue of $15.90
Data from Stripe (below) shows the speed at which AI native companies are growing compared to SaaS companies. Now let’s talk about the AI wave. And now there’s another exponential drop off in complexity to start a company going from the cloud world to the AI native world. In the AI world, you’re never too late.
Implementing AI in software testing can accelerate release cycles, boost efficiency, and enhance software quality—but only with a clear strategy. Discover how to automate up to 70% of testing tasks, enhance defect detection, and integrate AI into your CI/CD workflows without disrupting your SDLC.
@Replit ’s ARR since founding The space is … beyond on fire No one is going to code without AI again pic.twitter.com/o9RYaYMBxq — Jason ✨👾SaaStr.Ai✨ In the AI coding space, we’re seeing growth rates that would make even the most aggressive VCs blush: Cursor (Anysphere) : $500M ARR at $9.9B AI is incredible at writing code.
GitHub, founded in 2008, is a leading platform for software development and version control that has made waves since 2018 with its AI Copilot. At this year’s SaaStr AI Summit, GitHub CRO Elizabeth Pemmerl shared how to bring AI products to market at scale successfully. Keeping the door as wide as possible to get feedback.
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.
You can’t automate 100% of support with AI yet. 50% are AI. From AI Support to AI Teammates Right now, most companies are using AI for support functionsscheduling meetings, drafting follow-up emails, transcribing calls, and generating basic reporting. And to an AI+Human Customer Success team.
Speaker: Ben Epstein, Stealth Founder & CTO | Tony Karrer, Founder & CTO, Aggregage
In this new session, Ben will share how he and his team engineered a system (based on proven software engineering approaches) that employs reproducible test variations (via temperature 0 and fixed seeds), and enables non-LLM evaluation metrics for at-scale production guardrails.
Insights from Jasper Carmichael-Jack, CEO of Artisan at 2025 SaaStr AI Summit About Artisan: AI-powered sales platform building the end-to-end solution —from marketing personalization to AE automation across the entire revenue cycle. The latest AI B2B to go through hyper-growth. Here’s why—and what’s coming next.
And why the AI budget war is just getting started Top 5 Takeaways 1. AI is Eating SaaS Budgets : Companies like Cursor are generating massive revenue by replacing traditional SaaS workflows entirely. The Disruption Math Can Be Brutal : In contact centers, AI replaces 40-50% of human agents but only increases software ACV by 50%.
How a 20-year-old company found its second wind in the AI era TL;DR : Palantir just posted 39% YoY growth in Q1 2025, marking a stunning turnaround from the 13% growth trough of 2023. The AI Awakening Then something remarkable happened. Suddenly, in the AI era, that complexity became a feature, not a bug. What Changed?
The 40% Problem: How AI Will Finally Fix Sales Coverage and Customer Face Time A wake-up call from HubSpot’s CEO Yamini Rangan on why your sales team is failing 60% of their accountsand how AI will change everything There’s a brutal truth about B2B sales that most founders refuse to acknowledge.
The risk of bias in artificial intelligence (AI) has been the source of much concern and debate. Numerous high-profile examples demonstrate the reality that AI is not a default “neutral” technology and can come to reflect or exacerbate bias encoded in human data. Are you ready to deliver fair, unbiased, and trustworthy AI?
Dialpad’s Top Learnings Building Its Own AI Stack When it comes to AI implementation in SaaS, most companies are still figuring out whether to build or buy. But Dialpad has been quietly building their AI advantage for over 7 years, processing more than 8 billion minutes of conversations and hitting $300M ARR along the way.
So I love our SaaStr AI. But because we can now do so much more with AI … we also have to process all that output. But because we can now do so much more with AI … we also have to process all that output. Our SaaStr AI Has Done 139,156 Conversations On Its Own Already. It’s great.
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.
What “Working” Means in the Era of AI Apps: The New Enterprise Benchmarks That Matter One of the most common refrains in the generative AI era is that “startups are growing faster than ever” — often with fewer resources. The median enterprise AI company now reaches $2.1M But the data is telling.
Technology professionals developing generative AI applications are finding that there are big leaps from POCs and MVPs to production-ready applications. However, during development – and even more so once deployed to production – best practices for operating and improving generative AI applications are less understood.
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!
Navigating the AI Transformation Journey Calendly is taking a comprehensive approach to AI implementation across its entire customer experience – not just within the product itself. ” Bios: Steven Shu, Chief Product Officer at Calendly Steven brings over 8 years of AI expertise to Calendly. .”
Software buying behavior has changed, and today we’ll share how you can leverage these changes to win in the age of AI. The three key areas to pay attention to: The promise of AI is dictating purchasing behavior. The promise of AI. And maybe it’s a way to stand out if everybody moves over to AI-based co-pilots.
At SaaStr + AI Summit 2025, Jason Lemkin and Kyle Norton CRO of $1B+ vertical SaaS leader Owner (where Jason is on the board) did a deep dive on AI in Sales today. The AI-Native CRO: How Revenue Leaders Must Evolve or Risk Obsolescence 4 Top Learnings for Revenue Leaders 1. AI Curiosity Is Now a Firing Offense to Lack.
Codeium has emerged as one of the hottest AI startups, growing from 30 to 150 employees in just one year, with a valuation already exceeding $1 billion. Codeium has built a generative AI coding assistant Windsurf that integrates across any IDE and supports over 70 programming languages. What is Codeium and Windsurf?
10 Ways AI Will Change Sales Forever. 10 Ways AI Is Going to Change Sales. The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. #3. The Top 10 Customer Success Metrics Investors Care About in 2025 with Gainsight CEO Nick Mehta #5. Top Posts: #1. Its Already Happening, In Fact. #2.
We’ll do deep dives on all the SaaStr + AI Summit 2025 speakers soon! They’re: Drastically more efficient Skipping time-intensive processes that were once standard Questioning why organizations spend weeks on tasks AI can do in seconds As Levie observed while visiting a college class: “These kids don’t work like us.
So while AI for coding and software engineering has seen some of the most explosive start-ups, from Codeium to Loveable to Poolside to Claude and OpenAi’s own releases here and more, just as big if quieter has been the change to contact center and support. Can AI replace almost everything a human does today in customer support?
Six months ago, security was the number one prohibition preventing businesses and software companies from buying AI. And this is true across all of software and AI. #3: 5: AI Isn’t Impacting Conversion Rate Companies can now deploy a sales copilot or utilize full SDR automation fairly quickly. It isn’t predictable.
When Sam Altman talks about OpenAI’s path to $125B in revenue by 2029, most folks focus on the AI magic. OpenAI’s frontier tech wisdom says : Raise 3-5 years of runway, scale for market capture, ignore traditional metrics while the market is being created. Traditional metrics? Market position when GPT-3 launched?
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.”
Artificial Intelligence (AI), and particularly Large Language Models (LLMs), have significantly transformed the search engine as we’ve known it. With Generative AI and LLMs, new avenues for improving operational efficiency and user satisfaction are emerging every day. Strive for a balanced outcome.
Weaponize Customer Success Align on specific metrics Build education systems Create community Drive organic growth 3. Turn Your Customers Into Your Marketing Engine The second breakthrough was making customer success the core growth engine.
The Hidden Costs of UBP While UBP offers many advantages, it does come with tradeoffs: Complicates churn measurement : If a customer uses your product intermittently (every third month, for example), standard monthly churn calculations will show the account churning and reactivating, skewing your metrics. Sales teams lose leverage.
Hot AI deals and super strong teams will bend the rules here. Today, generative AI is hot. Even with the same metrics. These numbers have been trending higher as competition among investors increases. It Really, Really Helps To Be in a Hot Space. In 2021, all of SaaS was sort of hot, as long as the growth was strong.
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.
At this year’s SaaStr Annual AI Summit, Akshay Sharma, Head of Pricing and Monetization at Miro , chats with a panel of experts, including Janie Lee, Head of Product at Loom , Alison Harmon, Head of Growth at OpenAI , and Carsten Holm, VP of Pricing and Monetization at Splunk, about their nuanced approach to pricing and monetization. .”
June 30, 2025: The date where if your team hasn’t rolled out a truly great AI into production yet … and seen a boost from it … It’s time to reboot the team. June 30, 2025 marks the time we need to wrap up the era of stalling, of waiting to see in AI. — Jason ✨👾SaaStr.Ai✨ ✨ Lemkin (@jasonlk) June 21, 2025 It’s time.
CRO Confidential podcast host Sam Blond chats with the CEO and co-founder of Clay, Kareem Amin, about two major topics: The evolution of Go-To-Market systems: where we are today with the incorporation of AI, and where we’re headed. It blends AI and SaaS and can speed up the outbound Go-To-Market process. So let’s dive in.
This isn’t just our opinion - our startup metrics prove it! Now that AI is here to help, every textbox is an opportunity to help a customer through the challenge. TechEmpower can help In the era of LLMs and Generative AI, empty textboxes are a product mistake. Everyone struggles with empty text boxes.
So our own SaaStr AI has now logged over 30,000 conversations (!) — and it’s pretty awesome. Out AI Can Review Your VC Pitch Deck. Our AI is really, really good at this. Our AI Can Review Your Board Materials and Deck, And Find Blind Spots For You Getting ready for a big board meeting? Really Well.
Here’s how the two companies stack up on key metrics for their most recent fiscal year: Metric (2024) Figma Adobe Revenue (YoY Growth) $749M (48%) $21.5B (11%) Gross Margin 88.3% The most significant is competition from AI products. While Figma is investing heavily in AI, the technology lowers the barrier for new entrants.
The Theory AI Index of publicly traded companies continue to outperform more classical software companies since we published the index earlier this year. Across the five most important metrics, AI companies’ valuation correlates isn’t that much different than non-AI companies.
AI Cant Sell Yet. And AI is 71% of All VC Dollars. Top 10 Things We Learned from the New SaaStr AI with Jason Lemkin + Assistant UI #2. The Top 10 Customer Success Metrics Investors Care About in 2025 with Gainsight CEO Nick Mehta #3. The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures.
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