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The Latest at SaaStr Fund: RevenueCat Series B, Gorgias Makes AI Really Work, a Top COO for Owner, and More

SaaStr

RevenueCat powers mobile subscriptions in over 30% of all mobile apps (!) Second, Gorgias sees big wins for AI in Support — But When Done Carefully. Across the SaaStr Fund portfolio , we can see a lot of different impacts of AI. Their AI agent is often in the Top 5% for CSAT. So what’s new? You pick your path.

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53 Questions Developers Should Ask Innovators

TechEmpower SaaS

eCommerce Does your startup run on a subscription model? How many kinds of subscriptions do you support? What are the rules for subscriptions? Artificial Intelligence Does your application leverage AI in any way? How can we use AI to improve the customer experience? What about an AI support assistant?

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

This brings me to AI (everything leads to AI these days…). When it comes to AI there is now another BIG culprit in misused ARR which I’m calling ERR (we use this term internally). A huge portion of AI revenue today is truly experimental! If retention deteriorates, the terminal value may very well be 0.

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AI Drove the Largest New Bookings of Any New Product

Tom Tunguz

ServiceNow, a $150b market cap company, made this statement yesterday in their earnings call : “In Q4, our gen AI products drove the largest net new ACV contribution for our first full quarter of any of our new product family releases ever, including our original Pro SKU.” ServiceNow is the most recent. features shipped?)

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AI, the New Frontier for Subscription Businesses

Zuora

Zuora’s “Subscribed Connect London” event united subscription industry innovators to discuss dynamic sustainable growth and modern business strategies. One of the highlights of the event was our breakout session on Artificial Intelligence (AI), led by Felix Danczak, VP, GTM Subscriber Experience at Zuora.

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Seeking a Distribution Advantage with AI

Tom Tunguz

Salesforce catalyzed cloud-delivery & annual subscription model in the enterprise, upending decades of selling software with perpetual licenses. What is the distribution advantage AI confers to startups? AI enables ABM-at-scale. The first time a user visits a site AI asks “What do you want to accomplish today?”

AI Search 171
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How to Leverage AI in SaaS? (+Best Tools)

User Pilot

Generative AI has changed how tech companies do business. companies use AI in their operations and the number of jobs requiring AI has increased by 450% since 2013. In 2023, over 26% of investments in American startups were directed toward AI-related companies. How to implement AI to build better products.

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