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How AI Infrastructure Will Power the Future with Oracle and Bain Capital Ventures

SaaStr

Should we care about AI infrastructure when building SaaS applications? Weinstein, and Managing Partner at Bain Capital Ventures, Aaref Hilaly, take the stage at SaaStr Annual to answer this question, plus what to expect with the future of AI. The Head of the Global VC Practice at Oracle, J.D. Think of Notion.

AI 261
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The Problem with “Small But Mighty” AI Start-Ups

SaaStr

So it’s become a thing with many founders and VCs to think how far you can go in AI today. Many of the early break out leaders in AI for B2B and otherwise have been “small but mighty teams” Honestly we’d all love it if that scaled. They have 40% market share in their space — managing mobile subscrptions.

AI 283
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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. The SaaStr Fund Thesis: Mobile Subscriptions Will Explode.

Payments 281
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The Keys to Getting to $500M ARR In Just 7 Years with Attentive’s CEO

SaaStr

Everyone knew mobile commerce was exploding (from 15% in 2014 to 75% in 2024), but reaching customers on mobile was broken. Because while the payment problem was solved, the marketing side of mobile commerce remained broken. CEO Amit Jhawar joined us at SaaStr Annual for a deep dive: 1.

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Battery Ventures: Startups Are Actually Far More Overvalued Now Than in 2021

SaaStr

And you can see it in AI Mania. But my view has been that while AI spend is a way of innovation like we haven’t seen since mobile exploded, at the same time, there is only so much budget in the end. How Long Will the AI Bubble Last? Where 100x, 200x, even 300x ARR deals are the norm for the hottest deals.

Startup 293
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20 Fun Things To Do THIS WEEK at SaaStr Annual + AI Summit 2025!!

SaaStr

2025 SaaStr Annual + AI Summit is THIS WEEK, May 13-15 in SF Bay!! Explore the SaaStr AI Summit. This year, the SaaStr AI Summit is taking over two stages, featuring 100+ top AI startups demoing their products live. We’ve also got 20 of the top AI Ycombinator start-ups in a special demo pavillion.

AI 210
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Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

At SaaStr’s AI Summit during the SaaStr Annual , René chatted with SaaStr CEO and founder Jason Lemkin about how BILL has reached half a million customers and $1.3B A mobile phone is their dominant source of managing business activities. AI Learnings “Fundamental technologies become fundamental, not because of hype,” René says.

SMB 307