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One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming?

SaaStr

On the other hand, the classic leaders in SaaS have rebounded from 2024 lows both in terms of growth and market caps. And all the leaders in SaaS are leaning in on AI, from Salesforce to Asana to HubSpot to ServiceNow and more. One thing does seem clear though: AI makes SaaS look expensive. AI makes SaaS look expensive.

AWS 294
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Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

SaaS / B2B Public Stock Performance 1H’25: Top Winners & Losers 📊 Market Summary: SaaS Sector in 1H’25 The SaaS sector experienced a dramatic bifurcation in the first half of 2025, with clear winners and losers emerging based on AI differentiation, security positioning, and vertical specialization.

AI 211
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A Founder’s Guide to Building and Scaling Marketing Channels: Lessons from Datadog’s CMO and First Marketing Hire

SaaStr

Prior to Datadog, Alex held leadership positions at several high-growth SaaS companies and has a proven track record of building marketing engines that deliver consistent, measurable growth. At Datadog, their first focus was sponsored trade shows – specifically targeting the AWS ecosystem.

Scale 238
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How Anthropic Rocketed to $4B ARR — And Why Your B2B Playbook May Already Be Obsolete

SaaStr

To put this in perspective, it took Snowflake—one of the fastest SaaS companies in history—six quarters to go from $1B to $2B ARR. API-First Revenue Model Unlike the subscription-heavy models of traditional SaaS, 70-75% of Anthropic’s revenue comes from API calls through pay-per-token pricing. Here’s how they did it: 1.

B2B 248
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5 Great SaaStr Sessions with Databricks’ CEO, CMO, GM, VPP and VPS!

SaaStr

The Future of AI, Open Source and Enterprise SaaS with Databrick’s Founder CEO Ali Ghodsi: #2. “Lessons Learned in Scaling Databricks, AWS, VMWare and More” with Databrick’s SVP and GM Ed Lenta #3. The 7 Biggest Mistakes CMOs Make with Databricks’ CMO Rick Shultz #4.

Scale 274
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Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

Users describe desired outcomes in natural language: “Build me a SaaS tool for managing freelance projects with time tracking, client billing, and automated invoicing.” ARR per employee (~65 FTEs) Industry context: Typical SaaS companies achieve $200-400K ARR per employee Adoption Patterns: Loveable: 2.3M

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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

For SaaS founders, NVIDIA’s journey offers critical lessons about platform strategy, timing major transitions, and building infrastructure that becomes indispensable. Key Lesson : The ultimate SaaS position is becoming infrastructure that customers literally cannot live without. The Broader Implications for B2B and SaaS 1.