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

SaaStr

Their database and cloud services became indispensable for companies building AI applications. ☁️ Cloud Migration Momentum : Oracle’s aggressive cloud transformation finally gained enterprise traction, with customers migrating mission-critical workloads that competitors couldn’t easily displace.

AI
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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

The $210M combined ARR suggests we’re already at 10-15% penetration of the most engaged user segments. Horizon 2: Enterprise Democratization (2027-2030) TAM: $40-300B This is where vibe coding becomes transformational rather than just convenient.

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Top 10 Reasons SaaStr Annual 2025 Will Be Better Than Ever!! May 13-15 in SF Bay!

SaaStr

With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. 150+ Sponsors Driving Innovation From the biggest names in cloud to the most exciting startups, our 150+ sponsors are showcasing the latest innovations in SaaS and AI.

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Clouded Judgement 7.18.25 - The Return of the Point Solution

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The APM space was much larger, more established, and cloud infrastructure monitoring was more niche (where Datadog played). There are so many similar stories coming out of AWS ReInvent every year. Follow along to stay up to date!

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Beyond Buzzwords: Real-World AI Applications for Business Leaders

How To Buy Saas

Sephoras Virtual Artist and Amazons product recommender personalize shopping for each user, boosting engagement and sales. AWS explains that intelligent automation (IA) is the process of using artificial intelligence (AI) to make self-improving software automation. Unlike simple scripts, intelligent automation systems learn and adapt.

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We Tested The 10 Best Customer Engagement Software: Here’s What We Found

User Pilot

That’s where customer engagement software comes in. How I chose the best customer engagement software My evaluation process combined thorough feature analysis , a careful review of user feedback, and insights from industry reports. Qualifying questions for choosing the right customer engagement tool.

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Best Applicant Tracking Systems for 2025

How To Buy Saas

Modern ATS software automates tedious tasks like job posting, resume screening, and interview scheduling, freeing HR teams to focus on engaging with candidates. From cloud-based SaaS solutions to on-premise enterprise software , businesses worldwide are leveraging ATS technology to build efficient, fair, and scalable hiring pipelines.