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Forgot the SaaS Gloom and Doom on Social. ‘Just Build’ with SaaStr CEO and Founder Jason Lemkin

SaaStr

Growth is still good for them, but they had no net new customers last quarter. HubSpots NRR has fallen to 100%, so to grow 23%, they must add 23% net new customers. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. They said they’ll only grow 17% next year.

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