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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. The answer today is: very few. But that could change rapidly as AI tooling improves and more case studies emerge.

AI Search 289
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Cutting Through the Noise of Gen AI with CEOs of Writer, Orby and Limitless + NEA

SaaStr

Cutting Through the Noise: Three Gen AI Pioneers Reshaping Enterprise Technology In a pivotal moment for generative AI, Vanessa Larco, partner at NEA, brought together three visionary CEOs convened at SaaStr Annual to share insights that are redefining the technological landscape.

AI Search 244
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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. The actual tech stack matters. Yet there’s a massive gap between interest and implementation.

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The VP of AI Trap: Why Hiring One Exec Won’t Transform Your Company. In Fact, It May Make It Worse.

SaaStr

” I saw a term sheet the other day where a leading VC firm reserved $1m of the round … for hiring a “VP of AI” Leadership teams scrambling to post job descriptions for “Head of Artificial Intelligence.” ” Recruiters cold-calling anyone with “machine learning” on their LinkedIn.

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

SaaStr

This change is driven by advances in AI technology and changing customer expectations. The panelists emphasized that vertical software is particularly well-suited for AI implementation due to its contained workflows and specific use cases.

AI 217
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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. And more on Rubrik here: 5 Interesting Learnings from Rubrik at $1.1

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

SaaStr

Early movers who consolidate now will have cleaner data and faster cycles when the technology catches up. Timeline Reality : True end-to-end platforms are 12-18 months away from market maturity. AEs Want to Sell, Not Admin—AI Will Handle the Rest The Hard Data : Average AE spends only 28% of their time actually selling. The other 72%?

Scale 214