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

SaaStr

funding) for market intelligence Disrupting: Bloomberg Terminal, FactSet Advantage: Real-time AI analysis vs. static dashboards Legal : Harvey for legal agents, Caseflood for law firm operations Disrupting: LexisNexis, Westlaw Advantage: Natural language processing vs. keyword search 2.

AI Search 289
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Why AI Has Taken Longer to Come to Sales Than Coding with Artisan’s CEO

SaaStr

While AI has exploded in coding (Cursor) and legal (Harvey) and parts of GTM (Clay), sales itself is still waiting for its breakthrough AI moment. Sales Requires End-to-End Solutions, Not Point Tools The Challenge : Code generation is elegant in its simplicity—input code request, output working code. Sales is messier.

Scale 214
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AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution

SaaStr

Company Snapshot: Founded : January 2014 (11 years) Current ARR : $1.09B+ (Q1 FY2025) Growth Rate : 39% YoY ARR growth, 47% revenue growth NPS Score : 80 (exceptionally high for enterprise software) Net Revenue Retention : 133% (as of Jan 2024) Customers : 2,246 customers with $100K+ ARR contracts IPO : April 2024 on NYSE (RBRK) at $5.6B

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Where AI Really Matters in Vertical SaaS With CEOs of Owner, Alloy Automation, and DoNotPay

SaaStr

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.

AI 217
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Mastering Growth in the AI Era: How to Stand Out, Acquire Customers, and Raise VC Dollars with B Capital, Zetta, and Glasswing

SaaStr

The harsh reality: Most enterprises are adopting AI due to FOMO (Fear Of Missing Out) rather than for specific business outcomes. Software engineering teams have been early adopters of AI coding assistants precisely because they provide an immediate, measurable lift. This is exactly backward.

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AI Apps The SaaStr Team Loves — and Uses Every Day

SaaStr

Traditional editing software? People are having meaningful exchanges about complex B2B topics, reviewing 100s of VC pitches and board decks, getting personalized sales advice, and finding exactly what they need from our decade of GTM learnings and speakers. What we’re starting to do: Vibe coding on Loveable.

AI 250
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Why SaaStr’s AI is So Good: Tons of Data. Tons of Training. And Daily QA.

SaaStr

I’d review 100+ of the questions folks asked the day before. For the better part of the last decade, it’s been broadly assumed that product-led growth (PLG) is superior to implementation-heavy enterprise software. This process involves updating the model’s weights to improve its performance on targeted applications.

AI 195