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

SaaStr

Even leaders like Canva that were always cheap raised prices dramatically for their enterprise edition. The bottom line is SaaS got very expensive the past 2-3 years. As growth slowed, almost everyone looked to price increases. Those days may be over. AI, if nothing else, may put pricing pressure on SaaS. But it could soon turn deflationary.

AWS 294
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How Anthropic Rocketed to $4B ARR — And Why Your B2B Playbook May Already Be Obsolete

SaaStr

The Enterprise-First Strategy That Worked While OpenAI captured headlines with consumer ChatGPT adoption, Anthropic quietly built an enterprise juggernaut. Developer-Led Growth at Enterprise Scale The company shows how bottom-up adoption through APIs can scale to enterprise contracts without traditional enterprise sales motions.

B2B 249
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Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

commercial revenue surged 71% as Artificial Intelligence Platform (AIP) gains enterprise traction Deep government/defense roots benefit from heightened geopolitical tensions worldwide Clear AI differentiation has made it indispensable for data-driven decision making How AI Led Palantir From Slow Growth (13%) to Hypergrowth (49%!)

AI 216
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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

Enterprise-grade capabilities are minimal. Horizon 2: Enterprise Democratization (2027-2030) TAM: $40-300B This is where vibe coding becomes transformational rather than just convenient. Success depends on maintaining the simplicity advantage while adding enterprise capabilities. Security vulnerabilities are well-documented.

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10 Things Startups Get Wrong Selling to Developers and Engineers (from the CRO Who Scaled Databricks from

SaaStr

They hire proven enterprise sellers without technical backgrounds to lead technical sales. Databricks used consumption-based pricing because that’s what AWS, Google, and Microsoft used—it made sense to customers who were already buying cloud services that way. ” Best Practice: Follow industry standards where possible.

Scale 262
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Databricks Just Caught Snowflake at $3.7B ARR. Here’s How They Did It (And What’s Next)

SaaStr

Perfect Timing on the AI Wave Every enterprise is scrambling to implement AI, and they all need the same thing: a place to store, process, and train on massive datasets. Enterprise Customers Going All-In Databricks has 3K+ customers over $100K ARR and ~600 customers over $1M ARR, with their top 50 customers driving over $15M in ARR each.

AI 265