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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

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. Historical precedent : Companies that survived the cloud transition were those that disrupted themselves first.

AI Search 289
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5 Interesting Learnings from Palantir at $2.7 Billion in ARR

SaaStr

So some Cloud and SaaS stocks are on fire, even now. Why is Palantir the highest valued public SaaS and Cloud stock? Artificial Intelligence Platform (AIP) is a Year Old But Fueling $159m in Q2 Bookings Alone To some Cloud and SaaS leaders, AI is a table-stakes addition. And then … there is Palantir.

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State of the Cloud 2024: The Cloud AI Era with Bessemer Venture Partners

SaaStr

Every year, Bessemer Venture Partners releases a State of the Cloud report. This year, it’s all about AI, which is why Sameer Dholakia, Partner at Bessemer, calls it the Cloud AI Era. Four portfolio companies join Sameer to talk about three trends of the Cloud AI Era. When Jasper launched in 2019, it started with one model.

Cloud 167
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Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

commercial revenue surged 71% as Artificial Intelligence Platform (AIP) gains enterprise traction Deep government/defense roots benefit from heightened geopolitical tensions worldwide Clear AI differentiation has made it indispensable for data-driven decision making How AI Led Palantir From Slow Growth (13%) to Hypergrowth (49%!)

AI 204
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5 Things a Data Scientist Can Do to Stay Current

With the number of available data science roles increasing by a staggering 650% since 2012, organizations are clearly looking for professionals who have the right combination of computer science, modeling, mathematics, and business skills. Fostering collaboration between DevOps and machine learning operations (MLOps) teams.

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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. A core question is whether these powerful reasoning models truly “generalize” well. In AI terminology, “generalizing” refers to a model’s ability to apply learned knowledge to new tasks or unseen data.

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AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution

SaaStr

But perhaps more impressive than these numbers is how Co-Founder and CTO Arvind Nithrakashyap has positioned the company at the intersection of two of enterprise software’s most critical trends: cybersecurity and artificial intelligence. When security incidents occur, IT personas often lack the knowledge to respond effectively.