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

SaaStr

Customer Service Platforms Threat: Voice agents indistinguishable from humans handling phone-based jobs at a fraction of human cost Market size: $85 billion addressable market for business calls alone 3. They launched their Artificial Intelligence Platform (AIP) in mid-2023 and bet the entire company on AI transformation.

AI Search 289
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AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution

SaaStr

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.

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June 30, 2025: The Date Where If Your Team Hasn’t Rolled Out Truly Great AI Into Production Yet… It’s Time to Reboot the Team

SaaStr

The Talent Reckoning Here’s what I’ve learned from talking to 200+ SaaS founders over the past six months: The companies shipping great AI aren’t necessarily the ones with the biggest AI budgets or the fanciest ML infrastructure. Meanwhile, their competitors hired AI-native talent and shipped three product iterations.

AI Search 172
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The Top 10 SaaStr Learnings from Mary Meeker’s Latest Report on AI

SaaStr

China Is Playing a Different Game Entirely The Models Youve Barely Heard Of: DeepSeek R1: 93% performance of OpenAI’s o3-mini at fraction of training cost Alibaba Qwen 2.5-Max: As Andrew Bosworth (Meta CTO) noted: “This is our space race…there’s very few secrets. 80% cheaper than predecessor, costs 0.2%

AI Search 259
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5 Ways AI Has Already Changed SaaS Sales Forever with Perplexity’s CBO Dmitry Shevelenko and SaaStr CRO Confidential Host Sam Blond

SaaStr

” His real-world example is that when he gets a contract to review as the CBO of Perplexity in a buying role, he doesn’t immediately send it straight to legal anymore.

Scale 214
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53 Questions Developers Should Ask Innovators

TechEmpower SaaS

Still, if you’re a business leader and your developers haven’t asked you these questions, look for a Fractional CTO to help navigate the critical early stage of development. Artificial Intelligence Does your application leverage AI in any way? The innovator/developer relationship needs to be a conversation.

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Why I’ll Likely Spend $8,000 on Replit — This Month Alone. And Why That’s OK.

SaaStr

No hiring developers. Without hiring a dev, coding myself, etc.? I just DM’d with a CTO that’s trying to do a similar project, he spend $4k in 2 weeks on Replit in max/max mode too. You have a brilliant idea at 2 AM, fire up Replit, and start chatting with Claude 4 to build your next unicorn startup. I need the hit.

CTO Hire 256