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So I caught up the other day with the CTO of a leading SaaS company with tens of thousands of customers, growing quickly. AI is all over their homepage and website and comms. I asked him about a particular use case for AI, and his answer shocked me a bit: Honestly, our AI is basically still in beta.
The Great Spending Showdown: AI vs SaaS in 2025/2026 — What Every B2B Leader Needs to Know We’re witnessing the most dramatic shift in enterprise tech spending since the cloud migration began 15 years ago. The numbers are staggering: AI spending is set to hit $644 billion in 2025, growing at a mind-bending 76.4%
At SaaStr Annual’s AI Summit , we gathered an all-star panel of product leaders who have built some of the most widely-used AI features in production today. Each leader started by sharing their unique perspective on how they approached adding AI into their SaaS products: How GitHub Built an AI Copilot to 1.8M
Ironclad CEO and co-founder Jason Boehmig joined Seema Amble, Partner at Andreessen Horowitz at SaaStr Annual to share their observations on what’s currently working and what’s not quite there yet for Artificial Intelligence (AI) in SaaS. What’s Currently Working in AI for SaaS 1.
Speaker: Ben Epstein, Stealth Founder & CTO | Tony Karrer, Founder & CTO, Aggregage
Through this real-world case study, you’ll walk away with practical, battle-tested techniques you can immediately apply to your own LLM-powered SaaS solutions!
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.
Along with co-host Ben Salzman, Jason and Henry discuss the transformative power of AI within SaaS and the evolving dynamics that are reshaping the landscape of software as a service. ” What Will AI Change in Go-to-Market “It will lead to a next level of transparency for leadership,” Jason answers.
Rolling out our AI SDR this morning. ✨ Lemkin (@jasonlk) June 16, 2025 The Top 3 Reasons AI Sales Tools “Don’t Work” (Spoiler: They Actually Do, If You Use The Tools Properly) I get this question at least 3x a week: “Jason, we tried AI sales tools and they just don’t work. What are we doing wrong?”
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.
Generative AI is no longer just an exciting technological advancement––it’s a seismic shift in the SaaS landscape. Companies today are grappling with how to not only integrate AI into their products but how to do so in a way that makes financial sense.
Salesforce, Nov 2024: We're hiring 1,000 new sales execs to sell AI! in sales to sell AI. Per The Information , Benioff has also instructed his sales team to go all-in and put AI and Agentforce into every deal possible. It’s a bit counterintuitive at first — isn’t AI replacing people? SaaS is Back.
50 cents of compute for 500 dollars of value — Sam Altman (@sama) February 3, 2025 So just how much will AI remake classic B2B software? On the one hand, new AI-first entrants are rocketing to $10m ARR in a year. On the other hand, the classic leaders in SaaS have rebounded from 2024 lows both in terms of growth and market caps.
"Software engineers working in AI earned 48% more than the average software engineer at the company, according to a payroll spreadsheet shared with BI." But AI is challenging this. The AI Team often makes a lot more. The AI Team at many SaaS startups makes 30%-40% more. It creates issues and drama.
TL;DR: While most public SaaS companies are growing at 8-10%, the companies crushing it are those selling outside the tech bubble – restaurants, construction, logistics, and e-commerce. They’re growing 2-3x faster than traditional horizontal SaaS. A plumbing company isn’t hiring a Chief AI Officer.
Speaker: Anindo Banerjea, CTO at Civio & Tony Karrer, CTO at Aggregage
When developing a Gen AI application, one of the most significant challenges is improving accuracy. 💥 Anindo Banerjea is here to showcase his significant experience building AI/ML SaaS applications as he walks us through the current problems his company, Civio, is solving. .
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.
SaaStr CEO and Founder Jason Lemkin recently sat down with HubSpot Chairman and co-founder Brian Halligan , who shared valuable insights on the current state of SaaS, evolving board meeting formats, and how AI is reshaping the industry. Here are the key takeaways from part 1 of this interview. Now it’s flashing back up.”
The next evolution of AI in SaaS isn’t about better models – it’s about context and action. Here’s what Brandon Fu (CEO, Paragon) and Ethan Lee (Director of Product) shared at SaaStr AI Day about what’s actually working: 1. AI needs both context AND the ability to take action to deliver real value.
We’re living through the biggest transformation in B2B sales since the birth of SaaS itself. The latest from 2025 survey data by ICONIQ from 205 GTM executives across leading B2B SaaS companies The data tells a stark story. The message is clear: The Age of AI isn’t coming—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. The bar to hitting escape velocity went up (in SaaS companies vs their on prem counterparts). Now let’s talk about the AI wave. The explosion of AI GTM solutions is dizzying. What does this mean?
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. Sales up 22%! Join a rocketship.
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.
And why the AI budget war is just getting started Top 5 Takeaways 1. The 40% Tipping Point : With 40% of workloads now in the cloud, SaaS has hit market maturity. AI is Eating SaaS Budgets : Companies like Cursor are generating massive revenue by replacing traditional SaaS workflows entirely.
So we’ve rolled out an AI which is pretty epic. It’s live on SaaStr.com itself and you can also access it here and talk to AI Jason about any of 1000s and 1000s of B2B, sales, SaaS, VC, etc. topics: I asked AI Jason what the Top 10 SaaStr posts of all times are. “The Era of the SaaS Decacorn is Here.”
Contract Length Many SaaS startups launch with monthly pricing which encourages customers to try the product and engenders demand. At some point, most SaaS startups switch to annual contracts for three reasons. How about a 50 person SaaS company? Veblen Goods in SaaS Veblen goods defy traditional pricing theory.
So Thomasz Tunguz put together a great chart summarizing one of my top worries over the past 24+ months in SaaS. And what you can see is there is really almost no liquidity for startups and scale-ups in SaaS and Cloud at the moment. And 2021 was a record year for Saas IPOs. What will the future bring for SaaS liquidity?
At SaaStr Annual’s AI Summit, we asked product leaders from some of the fastest-growing SaaS companies to share their insights on navigating the AI revolution while scaling multi-product strategies. As Hubert Palan, CEO at Productboard emphasized, “Don’t confuse AI-first with AI-only.
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.
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.
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 market was questioning whether Palantir’s complex, bespoke approach could scale in a world increasingly dominated by self-serve SaaS.
How Long Will the AI Bubble Last? #3. 83% Percent of You Haven’t Gotten AI SDRs to Work … Yet #5. Top SaaStr Podcasts & Videos of the Week: #1. “What Really Matters in SaaS in 2025 with Jason Lemkin and Dave Kellogg” #2. . “What Really Matters in SaaS in 2025 with Jason Lemkin and Dave Kellogg” #2.
@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.
Big News: SaaStr AI is coming to LONDON 2025 Tickets Just Launched Get ready because this December, we’re bringing the best of SaaStr AI 2025 across the pond to London ! Leaders from HubSpot, Snowflake, OpenAI, Perplexity, Canva and many more shared their new tactics to stay ahead of the AI curve. Tickets just went on sale.
Board meetings where someone inevitably asks, “Don’t we need a VP of AI?” ” I saw a term sheet the other day where a leading VC firm reserved $1m of the round … for hiring a “VP of AI” Leadership teams scrambling to post job descriptions for “Head of Artificial Intelligence.”
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.
What’s Changing in Sales: The AI Revolution is Here — and Coming Fast After analyzing 139,000+ conversations through SaaStr’s New AI, it’s now clear from the data: AI is about to fundamentally transform B2B sales. This isn’t some distant futureit’s happening right now. Not years, but months.
IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders. What’s emerging is a new paradigm: Vertical AI, where foundation models are specialized for specific industries and use cases. The WatsonX Platform Deep Dive What’s Actually Different Here WatsonX isn’t just another AI platform.
Top Posts of the Week: #1: Salesforce: Actually Were Going to Hire 2,000 Sales Execs Now To Sell AI #2: Gong: $100k Deals Take About 70 Days to Close #3: Why The Greatest Sales Teams Just Kill It On Dec 31. When Everyone Else Has Gone Home. #4: appeared first on SaaStr.
This year, we’re partnering with Mayfield AI to bring you the AI Demo Stage and Pitch Competition to SaaStr Annual 2025: May 13-15 in the SF Bay Area. You could win $500K – $5M in funding from Mayfield AI Garage!! This is epic opportunity to showcase your AI Startup. That’s right. Apply by April 15th.
So we have a classic set of New Year’s Resolutions in SaaS that we update every year. Over the years, so much has changed in SaaS. AI is remaking so many categories, but it’s often murky exactly … how. So with that here are Your Top 10 New Years SaaS Resolutions for 2025: #1. Not yet, at least.
We’re on the top 1% on Spotify overall and just added video there, and our YouTube has become a great stream of the best of the best in SaaS, Cloud and AI. From Zero to Hero: How to Dominate Outbound SaaS Sales with Rippling and Sam Blond #4. State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners #9.
Cutting Through the Noise: Three Gen AI Pioneers Reshaping Enterprise Technology In a pivotal moment for generative AI, Vanessa Larco, partner at NEA, brought together three visionary CEOs convened at SaaStr Annual to share insights that are redefining the technological landscape.
So Jamin Ball of Altimeter has a great summary of the cumulative revenue growth of all public SaaS companies … and it’s not a great story: Aggregate net new ARR added in Q1 from the software universe isn't looking good! This isn’t just a blip—it’s a fundamental shift that every SaaS leader needs to understand.
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