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

SaaStr

And the evidence is mounting that AI startups aren’t just complementing SaaS — they’re actively hunting traditional SaaS incumbents for lunch. Not for the most part, at least. billion total funding, $157 billion valuation Anthropic : $8.4 billion in funding xAI : $6.4 billion stake Waymo : $10.5

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.

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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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53 Questions Developers Should Ask Innovators

TechEmpower SaaS

At TechEmpower, we frequently talk to startup founders, CEOs, product leaders, and other innovators about their next big tech initiative. It’s part of our job to ask questions about their plans, challenge their assumptions, and suggest paths to success. What are your key Startup Metrics ? What channels will you use (e.g.,

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

SaaStr

You have a brilliant idea at 2 AM, fire up Replit, and start chatting with Claude 4 to build your next unicorn startup. 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.

CTO Hire 256
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Top 10 GTM Mistakes Founders Make Again … and Again with SaaStr’s Jason Lemkin 

SaaStr

GTM Mistake #1: A VP of Sales That Can’t Sell or Demo the Product Mistake number one has always been an issue, and it’s the number one reason startups struggle in today’s world. They hire a VP of Sales who doesn’t want to sell or learn the product. You also don’t want to hire a VP of Sales who won’t carry a bag.

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