Tom Tunguz

JULY 22, 2025

As we’ve reached the AI search tipping point , publishers face an existential challenge : ensuring AI systems use their content in answers to maintain relevancy. Instead of bidding to show you ads, publishers vie to inform AI responses. The AI uses quality metrics, not money, to determine winners.

AI Search 185

AI Search AI Technical Review Systems Review 185

Clouded Judgement

JANUARY 24, 2025

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.”

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

Clouded Judgement

JULY 25, 2025

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.

Cloud 167

Cloud Software Review Underperforming Technical Team Scale 167

SaaStr

JULY 23, 2025

We’ve been tracking B2B growth metrics for over a decade, and what happened in the vibe coding space between November 2024 and July 2025 breaks every model we’ve seen. ” The AI handles architecture, data modeling, user experience, and deployment. Loveable : $0 → $100M ARR in 8 months. Not 8 quarters.

Software Review 194

Software Review Technical Review Development Team Review Systems Review 194

SaaStr

JULY 24, 2025

Don’t look now but guess who’s crushing it in the frenetic age of AI? And AI is the accelerant. You CAN Maintain 20%+ Growth at Massive Scale ServiceNow hit $3.113B in quarterly subscription revenue growing 22.5% The 2010 Customer Cohort: 280% Annual Growth Over 15 Years This is the most mind-blowing metric in SaaS.

Scaling 153

Scaling Payment Features Subscription AI 153

SaaStr

JULY 11, 2025

The AI race isn’t just about who has the most users—it’s about who can monetize their technology most effectively. Anthropic is ~40% as big as OpenAI by ARR, despite its consumer app Claude being just 5% the size of ChatGPT.

ChatGPT 228

ChatGPT Artificial Intelligence Outsourced Development AI 228

SaaStr

JUNE 23, 2025

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. ElevenLabs rocketing to $100m+ ARR powering voice for AI leaders.

AI Search 175

AI Search AI Technical Review CTO Hire 175

Clouded Judgement

JULY 2, 2025

1 Together, these teams share and explore ideas, align on a vision, visualize concepts, and translate them into coded products — all on a single, connected, AI-powered platform that collaborators around the world can access with a URL.” Access to Figma is sold as an annual or monthly subscription, per seat.

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Benchmarks Data Software Review AI 196

Clouded Judgement

JUNE 6, 2025

ARR (annual recurring revenue) is a hallmark SaaS metric rooted in predictability. However, many companies misuse ARR and count forms of non-recurring revenue as ARR, confusing the metric. It’s hard to know which AI features will become consumer staples, so you try a lot and stick with what works.

Cloud 144

Cloud Technical Review Software Review Technical Advisors 144

SaaStr

JUNE 22, 2025

Space tech firm Voyager Technologies and adtech platform MNTN also posted strong debuts, AI infrastructure provider CoreWeave has emerged as 2025’s standout performer, surging over 287% from its $40 IPO price. But these were largely specialized or consumer-adjacent plays. The company also faces fundamental business model questions.

B2B 189

B2B Payments SaaS Payments Payment Services 189

Buffer Resources

AUGUST 13, 2024

Standout feature for brands : HypeAuditor's campaign performance monitoring allows users to assess the impact of their campaigns by measuring key metrics like engagement, reach, ROI, and audience sentiment. Pricing: Shopify Collabs is available to Shopify merchants as part of their existing subscription. 

Branding 115

Branding Payments Merchant Services Payment Methods 115

Clouded Judgement

JULY 11, 2025

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. AI powered margin improvement stories are also everywhere. AI is a structural tailwind.

Cloud 144

Cloud Marketing Scale AI 144

SaaStr

MAY 25, 2025

– RevenueCat now powers 1/3d of all new mobile subscriptions world-wide – New Apps using RevenueCat doubled in last 6 months – Powering monetization for ChatGPT, Notion, VSCO, Runna, and pic.twitter.com/McFmCBZ0eE — Jason SaaStr.Ai AI has changed the competitive landscape in almost every cases.

Investment 147

Investment New CTO CTO ChatGPT 147

Clouded Judgement

JUNE 13, 2025

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. If you want access to it for AI workflows, you better use their agent.

Cloud 144

Cloud Data AI Investment 144

Clouded Judgement

JUNE 20, 2025

There’s currently a lot of jawboning on what will happen to jobs in the age of AI. There are many CEOs, some of very large public companies, who have commented on what AI means for their headcount plans. The pessimistic view is that the job displacement from AI will be massive, leading to a contracting economy.

Cloud 157

Cloud AI Headcount Pricing 157

Clouded Judgement

JUNE 27, 2025

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. I created this subset to show companies where FCF is a relevant valuation metric. And they’re HUGE.

Cloud 157

Cloud Sales Hiring Scale Investment 157

How To Buy Saas

MAY 29, 2025

In an era when executives are bombarded with tech buzzwords, it’s vital to focus on real-world AI uses that deliver business impact. This vivid idea captures AIs potential to act as assistants and insights machines, boosting efficiency and innovation. Executives also leverage generative AI for idea generation and reporting.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

The SaaS CFO

JUNE 10, 2025

Especially as AI and usage-based pricing models reshape recurring revenue in SaaS? In this post, I break down how Verint, a CX automation leader, defines both Subscription ARR and AI ARR, and how they model these metrics internally for cash flow, investor reporting, and product strategy.

AI 52

AI SaaS Payment Features Subscription 52

Clouded Judgement

FEBRUARY 7, 2025

Subscribe now “Grouping + AI” for Triage One area I’m quite excited to see AI revolutionize is “grouping + triage” workflows. Many of them AI based. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Blulogix

MARCH 12, 2025

By BluLogix Team The Future of Monetization: Why Usage-Based Billing is the Key to Scalable Growth Introduction Introduction Subscription models have dominated the digital economy for years, but in 2025, usage-based billing is emerging as the smarter, more scalable approach. Automate Billing & Invoicing to prevent revenue loss.

Payment Features 59

Payment Features AI Search B2B AI 59

Chart Mogul

JUNE 16, 2025

AI is quickly becoming the new interface of the internet, not just for finding information, but for getting things done. So what if you could also chat with your SaaS metrics? So what if you could also chat with your SaaS metrics? Today, we’re releasing an experimental ChartMogul MCP server that makes this possible.

Revenue 59

Revenue Data Customer Lifetime Value AI 59

User Pilot

OCTOBER 19, 2024

Personalize surveys by setting conditions based on user behaviors , translating and localizing your NPS surveys using AI, and customizing the appearance of your surveys to match your app’s design. Leverage AI-driven sentiment analysis to analyze and categorize open-ended responses quickly.

Software Review 105

Software Review Technical Review Software B2C 105

Buffer Resources

JANUARY 7, 2025

The right AI marketing tools will help you automate repetitive tasks, make data-driven decisions, and unblock your creativity. The shift to AI-powered marketing has been dramatic. According to Hubspot, 74% of marketers now use AI in their roles, compared to just 21% in 2023. The cool thing is you get a lot of control.

AI Search 123

AI Search AI Social Media Marketing 123

Buffer Resources

SEPTEMBER 5, 2024

But before sending the article off to my colleagues for review, I run a perfunctory check through Grammarly, for which we have a team subscription.   It certainly helps that these articles can’t be replicated by an AI writing tool , either! Hearing it aloud is the best way to find those sneaky typos and clumsy sentences.

AI Search 108

AI Search Social Media Systems Review Technical Review 108

Clouded Judgement

JULY 18, 2025

Instead of macro commentary, market commentary or some specific piece of AI commentary, I thought I’d treat this weeks post more as a personal journal entry. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 144

Cloud AWS ChatGPT AI 144

Stax

MARCH 16, 2025

Key metrics include customer churn rate, revenue churn, and net revenue retention (NRR). Join the Payments-Led Growth Movement Sign up to keep up-to-date with the latest trends in payments, vertical SaaS, and technology from industry experts. Looking to measure churn? A lower churn rate indicates higher customer retention.

Payment Solutions 88

Payment Solutions Software Review Churn SaaS Payments 88

BetterCloud

JULY 2, 2025

From hyper-personalized customer experiences to optimized supply chains and groundbreaking drug discovery, AI is reshaping every industry. For executives the question is no longer if to invest in AI, but how to invest effectively, efficiently, and strategically. AI models, algorithms, and applications evolve at a dizzying speed.

Innovation 40

Innovation Software Review AI Technical Review 40

OpenView Labs

NOVEMBER 30, 2023

Our seventh annual SaaS Benchmarks report , released earlier this fall, revealed five key trends around pricing (in addition to a range of other important SaaS metrics) based on findings from more than 700 SaaS companies. GitHub charges on a per-user and subscription basis. We’re in the early innings of AI monetization.

Pricing 52

Pricing Data Benchmarks AI 52

Sales Hacker

FEBRUARY 7, 2025

Value Alignment: Pricing starts to align with the value customers perceive, often measured in metrics such as usage, number of seats, or specific features. It specializes in creating personalized shopping experiences for customers by leveraging machine learning and AI technologies.

Pricing 111

Pricing Scale SaaS Technical Review 111

Stax

APRIL 3, 2025

Integration capabilities Since you probably have other tools in your tech stack, you dont want to keep switching tabs or windows to reconcile invoices or transfer data. Look for an eCommerce payment system that offers plug-and-play integrations with your existing tech stack to minimize development costs.

Payment Methods 88

Payment Methods Merchant Services Payment Solutions Payment Services 88

How To Buy Saas

FEBRUARY 25, 2025

Einstein AI adds predictive automation (lead scoring, etc.). Increasing AI assistance for content and timing. AI & ML Features Einstein AI offers lead scoring, opportunity insights, forecast predictions, and now Einstein GPT for generative AI (e.g., auto-generated emails, AI chatbots in service).

Scale 52

Scale Underperforming Technical Team Technical Review Marketplace as a Service 52

Blulogix

JUNE 17, 2025

By BluLogix Team The Real Reason SaaS Companies Struggle with Usage-Based Billing—And What the MGI Report Says to Do About It For years, SaaS companies have embraced subscription billing for its simplicity and predictability. Without the ability to rate events in real time—or even hourly—companies delay invoicing and lose revenue.

Payment Features 59

Payment Features Systems Review Software Review AI Search 59

How To Buy Saas

MAY 21, 2025

Importantly, ATS platforms have evolved with AI-driven features , diversity and bias reduction tools , and deep analytics to meet todays hiring challenges. Manatal Best AI-Powered ATS for HR Teams Pricing: Key Features: Ideal Use Case: 5. Workable Best ATS for Medium-Sized Companies Pricing: Key Features: Ideal Use Case: 3.

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

Buffer Resources

OCTOBER 28, 2024

The AI assistant helps you generate ideas, repurpose content, and edit posts to perfection. Gauge audience sentiment with AI-powered analysis. Generate AI-powered posts based on what's working in your niche. Chat with Quuu's AI bot to brainstorm content ideas or get help crafting your post.

Social Media 107

Social Media AI Search Marketing Business 107

Teamgate

JUNE 11, 2025

By combining logs, metrics, and traces, Middleware offers actionable insights into API performance. The AI-powered insights have helped us identify and resolve issues faster, resulting in stellar uptime and increased customer satisfaction for Fortune 500 customers.” “Middleware.io ” – Tatevik H.,

Scale 52

Scale Payment Solutions SaaS Payments Payments 52

ChurnZero

NOVEMBER 18, 2024

The metrics of retention (gross revenue retention or net revenue retention) are now cemented as the qualifying metrics when investors and boards ask about a company’s health. And there is no world where the function does not exist at B2B subscription companies.

Customer Success 52

Customer Success Scale Merchant Services Technical Review 52

Sales Hacker

OCTOBER 18, 2024

AI is everywhere but still uncharted As anticipated, AI was at the heart of nearly every conversation at the conference. Caroline Kinlin (CMO at SPHERE) highlights that AI is use case agnostic – regardless of industry or function, the core question is how AI can be integrated effectively. Link to GPT.

Sales Recruiting 107

Sales Recruiting Software Review Scale AI 107