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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
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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

For many founding teams, pricing is one of the most difficult and complex decisions for the business. AWS, Twilio, Heroku, etc. Contract Length Many SaaS startups launch with monthly pricing which encourages customers to try the product and engenders demand. How about a 50 person SaaS company?

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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.

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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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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Q1 ‘25 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

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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.

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Frontegg is Joining Forces with AWS, Offering Enterprises a Full Identity Stack

Frontegg

Start faster with Frontegg through AWS Marketplace Frontegg is joining forces with AWS to bring a full identity stack to enterprise companies—quickly and easily. Through our partnership with AWS, Frontegg will continue to deliver on its promise of a great user experience. One identity platform. Many benefits.

AWS