SaaStr

MARCH 23, 2025

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?

Sales Recruiting 227

Sales Recruiting Sales Hiring Scale AI 227

SaaStr

MAY 20, 2025

Each module connects to the same Smart CRM database, creating a seamless ecosystem powered by AI. Customer Retention Excellence Both companies showcase impressive net dollar retention: HubSpot : 103.9% The Road Ahead For both HubSpot and Monday.com, the 250,000 customer milestone is just another marker on their growth journey.

SMB 272

SMB Scale Education AI 272

SaaStr

MAY 27, 2025

Just disguised upsells, with no one on the call to actually help us: Customer Success Has Gone from The Customers Ally To Its Nemesis But AI is changing everything. Especially as AI takes over more and more of the sales process. No matter what else AI takes over, humans can always be the gap fillers here.

AI 166

AI Onboarding Customer Success Scale 166

SaaStr

APRIL 4, 2025

So we’ll have ~20 of the latest AI start-ups from YCombinator at a special YC Demo Pod area at 2025 SaaStr Annual! Come meet them (and also watch 100+ present live at our first AI Demo Stage ) at 2025 SaaStr Annual, May 13-15 in SF Bay!! 3) Generate high-quality training data that continuously improves AI performance.

AI Search 167

AI Search AI Startup Scale 167

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

Tom Tunguz

FEBRUARY 26, 2025

” The company grew from $15M in ARR to more than $1B with this model, consistently achieving better than 130% net dollar retention. With this model, Twilio maintained contracted revenue at less than 50% of ARR while achieving industry-leading retention metrics. The ratio of AI price to base price ranges from 0.32

SaaS Payments 283

SaaS Payments Pricing Strategy Scale 283

SaaStr

MARCH 18, 2025

Joselyn Goldfein , Managing Director at Zeta Venture Partners, which invests in AI and data infrastructure-focused startups from inception through seed stage And see everyone at 2025 SaaStr Annual, May 13-15 in SF Bay!! What VCs Are Funding in AI Today The AI funding landscape has evolved rapidly in 2023-2024.

Technical Review 177

Technical Review Artificial Intelligence AI Marketplace as a Service 177

SaaStr

OCTOBER 23, 2024

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 At BILL, logo retention is 86% in the first 90 days. AI Learnings “Fundamental technologies become fundamental, not because of hype,” René says. in revenue.

SMB 307

SMB Payment Services Payments Payment Methods 307

Tom Tunguz

MAY 16, 2024

Ramp published its quarterly spending trends & revealed how businesses are spending on AI. There are many great data points that underscore the growth in AI but there are important nuances in the patterns. First, AI growth rates across the most popular vendors have fallen 78% annually.

AI 300

AI Churn Trends Pricing 300

SaaStr

MAY 3, 2025

Theyll focus on driving net revenue retention and building a scalable CS function. Customer Success : As you approach $10M ARR, youll need a full CS team to handle onboarding, renewals, retention and upsells. AI can’t do it all. If youre targeting SMBs, you might also need a growth hacker to optimize funnels.

Sales Hiring 234

Sales Hiring Part-Time VPE CTO Hire Scale 234

SaaStr

MAY 5, 2025

Ok about 2,000 of you have already picked your 2025 SaaStr Annual + AI Summit sessions so far and here are the top sessions … for now: 1. The New Rules of SaaS Growth: Whats Next for AI, PLG, and Revenue Scale with HubSpots CEO 2. How AI is Reshaping Enterprise SaaS: Learnings from Boxs CEO & IBMs GVP of A.I.

Scale 167

Scale New CTO CTO AI 167

SaaStr

APRIL 30, 2025

AI tools can help flag bottlenecks or anomalies here. AI can reduce forecasting errors by 20-50%, so if youre still relying on guesswork, its time to upgrade your approach. AI can help refine your ICP and prioritize high-propensity leads. AI can help predict churn and identify expansion opportunities. If so, why?

Technical Review 178

Technical Review Sales Forecasting AI 178

SaaStr

MAY 21, 2025

Fueled by AI demand, it closed 139 $1B+ deals last quarter … And 31 $10M+ deals … in just 1 quarter And … it’s raining cash. This technical approach demonstrates how Palantir is pushing innovation in enterprise-focused AI automation, which could further differentiate their platform in the competitive AI landscape.

Artificial Intelligence 150

Artificial Intelligence Government AI Benchmarks 150

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. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Perfect for a LLM!

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

MARCH 1, 2024

Generative AI is a platform shift where models can take inputs such as text, image, audio, video, and code and generate new content into any of the modalities mentioned. The Pace of AI is Increasing Dramatically Something ground-shifting has been happening over the last five years — the pace of innovation.

Generative AI 293

Generative AI Outsourcing Services AI Software Review 293

SaaStr

AUGUST 12, 2024

The post New SaaStr Annual Speakers Alert: CROs of Rippling, Checkr and DeepL; CBO of Stripe; Bessemer’s State of the Cloud: AI Edition appeared first on SaaStr. And so, so much more!! See everyone in SF Bay, Sep 10-12 at SaaStr Annual 2024 !

Cloud 290

Cloud AI Scale Customer Success 290

SaaStr

JANUARY 3, 2025

If you missed part 1 of this interview, you can catch up on their conversation about the current state of SaaS, evolving board meeting formats, and how AI is reshaping the industry. HubSpot recently changed its interview process to try and help maximize tenure and employee retention at the executive level.

Sales Hiring 284

Sales Hiring Scale Systems Review Interviewing 284

Tom Tunguz

JULY 11, 2024

In a world where AI agents are 2.5-3x Building on yesterday’s post , pricing in software companies may change significantly when AI agents become the norm. There a few alternatives : Triple the per seat price : If the AI agent is 3x as productive as a human, the software company could charge 3x as much per seat.

AI 240

AI Pricing Software Compensation 240

SaaStr

APRIL 15, 2025

Series A Success Strategies for 2025 Ethan shared several critical strategies for founders approaching Series A: Understand your “why” : Clearly articulate why you’re raising capital and what you’ll do with it beyond simply “it’s time for the next round.”

Technical Review 157

Technical Review Venture Capital Outsourced Development ChatGPT 157

SaaStr

APRIL 30, 2025

Net Dollar Retention >110% and GDR of >95%: The Power of Being a True Operating System ServiceTitans NRR consistently exceeds 110%, even with SMB-heavy customers. Larger customers bring higher ACVs, better retention, and more predictable revenue. Just above non-GAAP break-even (3% non-GAAP margins) 110% NRR and 95% GRR $10.5B

Payments 144

Payments Payment Services SaaS Payments Payment Solutions 144

SaaStr

MARCH 24, 2025

Some fun facts: 10+ years of SaaStr conference attendance Partner at Point Nine Capital, a leading early-stage VC firm Geographic reach: Actively investing across Europe, US, and Australia Notable portfolio: Zendesk, Algolia, Contentful, Loom (and many more) Known for his “five ways to build a $100M business” framework The 5 Key Things (..)

Data 140

Data Acquisition AI Finance 140

Clouded Judgement

MARCH 22, 2024

Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue). Namely, retention!! For “fake” ARR, retention can vary wildly.

AI 190

AI Cloud Revenue Technical Advisors 190

Tom Tunguz

SEPTEMBER 10, 2024

Account executive to SDR ratios, sales cycle lengths, conversion rates, customer acquisition costs, customer lifetime values, net dollar retention. These were my take aways : Selling AI is being discovered because the technology is new. Fight the empty box problem with great concrete templates that demonstrate how to use AI.

Software 304

Software Sales Hiring Customer Lifetime Value Scale 304

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

Tom Tunguz

JUNE 12, 2024

Quarter Q2 2023 Q2 2024 Quarterly Revenue, $m 375 600 Revenue Growth 50% 60% Customers 10,000 Gross Margin 85% 80% Net Dollar Retention 140% Data Warehouse Revenue, $m 200 400 Average Annual Customer Value 37,500 Net dollar retention is a major driver of growth at 140%, which is top decile.

AI 288

AI Retention Revenue Data 288

ChurnZero

NOVEMBER 8, 2024

Enter generative AI: a game-changer for customer success. Today, generative AI presents an unprecedented opportunity to tackle these challenges. It empowers businesses to deliver real-time, data-driven personalization while automating key tasks—ultimately driving retention and growth. AI enables action-oriented support.

Generative AI 52

Generative AI Scale AI Customer Success 52

SaaStr

JANUARY 12, 2024

SaaStr CEO Jason Lemkin also wrote how Customer Success has now morphed into part of the sales team and that the 2024 trends in CS include everyone wanting to eliminate humans from support to replace that headcount with AI and bots. We still want to drive retention and growth and make money. The world has changed. Never stop,” he said.

Sales Hiring 320

Sales Hiring Customer Success Scale AI 320

Clouded Judgement

JULY 12, 2024

Subscribe now The Red Queen Effect I strongly believe in two competing truths with respect to AI and its impact - the size of the prize will be bigger than we imagine now, BUT we’ll overestimate it in the short term. Right now the world is evolving - AI is a massive platform shift. And I think (for now) the latter is much larger.

Cloud 288

Cloud AI Investment User Experience 288

SaaStr

JULY 17, 2024

But those kinds of deals are back and only in the segment of AI. Yesterday, they published that GRR fell into the 80s, so revenue retention and cash flow weren’t there. It seems like the only way to do this is in AI. Does AI partially fuel this? These crazy 100x ARR deals in AI are expecting OpenAI-like growth.

Venture Capital 305

Venture Capital AI Cloud Scale 305

Clouded Judgement

JUNE 19, 2024

net retention and CAC payback). Net Revenue Retention High net revenue retention is the fourth aspect of a successful quarter, and one of my favorite metrics to evaluate in private SaaS companies. Here’s the data from Q1: We have seen net dollar retention start to trail off in the last couple quarters.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Tom Tunguz

NOVEMBER 12, 2023

Recently, I was on the HR Heretics podcast and we talked about the increasing efficiency of software companies (in addition to other topics including the implications of AI for executives, how to diligence a candidate, & what board members expect of their people leaders). Perhaps another doubling ( driven by AI! )

Software Review 331

Software Review Trends Revenue Software 331

SaaStr

FEBRUARY 14, 2024

It’s the critical piece for customer retention. And that’s where AI comes in. If You Haven’t Embraced AI, You’re Falling Behind Organizations are being asked to become more efficient and to do that, they’re looking to AI. 43% of CS teams have adopted AI, which means that 57% have not.

Customer Success 299

Customer Success Sales Hiring Scale Headcount 299

ChurnZero

MAY 22, 2025

Keep reading for highlights around our Engagement AI, new video AI integration with Synthesia, and collaboration improvements to Success Plans. 1: Engagement AI Details : Do you have a multi-faceted understanding of your customers health?

AI 52

AI Engagement Scale Retention 52

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

Blulogix

MARCH 27, 2025

By BluLogix Team How AI is Transforming Billing Billing has long been a complex and manual process, prone to errors, inefficiencies, and revenue leakage. AI is addressing these inefficiencies, transforming billing into a data-driven, automated, and predictive process.

Payments 59

Payments AI Search Payment Services SaaS Payments 59

User Pilot

NOVEMBER 7, 2024

Collect customer data to calculate complex formulas for tracking metrics, monitor customer health scores, and resolve support tickets while continuously trying to improve retention and expansion. SmartKarrot Best for : Handling customer growth and account management (expansion and retention) operations. G2 rating : 4.8 G2 rating : 4.4

Customer Success 105

Customer Success Enterprise Software Review Startup 105

SaaStr

MAY 30, 2024

It’s an end-user-focused growth model where your product drives acquisition, activation, expansion, and retention. AI can create churn drivers, and that data can be useful for customer success or for sales teams to have proactive conversations with customers. Leverage AI to assist sales. That’s PLG. Why is it end user-focused?

Scale 299

Scale AI Search Azure Sales 299