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5 Interesting Learnings from Circle at $2.3 Billion in “ARR”

SaaStr

So Circle is the latest tech IPO and it’s not really B2B or SaaS per se — it’s a fintech that issues and manages “stablecoins” Cypto that converts 1:1 to U.S. ✨ Lemkin (@jasonlk) June 5, 2025 5 Interesting Learnings for B2B and SaaS Founders from Circle’s IPO: 1. Compliance debt is real debt.

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The Top 3 Reasons AI Sales Tools “Don’t Work” (Spoiler: They Actually Do)

SaaStr

I’ve been in B2B and Saa sales for 15+ years. Turns out the tool was sending prospects emails about “revolutionizing their blockchain strategy” – for a company that sells accounting software. They still require strategy, training, oversight, and continuous optimization. What are we doing wrong?”

Scale 248
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Snowflake Buys Crunchy Data for $250m, Databricks Buys Neon for $1B. The New AI Database Battle.

SaaStr

Snowflake’s $250 million purchase of Crunchy Data and Databricks’ $1 billion acquisition of Neon represent a fundamental shift in how B2B software companies are preparing for the era of autonomous AI agents. Snowflake’s Broader AI Strategy Snowflake’s momentum in AI is accelerating. ” 2.

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A16Z: Enterprise AI Spending is Growing 75% a Year.

SaaStr

The B2B Reality : You’re no longer selling to innovation teams with small budgets—you’re competing for the same enterprise IT dollars as traditional software, which means enterprise sales cycles, security requirements, and procurement rigor are now table stakes. The Price War : Google’s Gemini 2.5 Flash costs $0.26/million

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The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

The Great Spending Showdown: AI vs SaaS in 2025/2026 — What Every B2B Leader Needs to Know We’re witnessing the most dramatic shift in enterprise tech spending since the cloud migration began 15 years ago. Historical precedent : Companies that survived the cloud transition were those that disrupted themselves first.

AI Search 274
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Mastering Growth in the AI Era: How to Stand Out, Acquire Customers, and Raise VC Dollars with B Capital, Zetta, and Glasswing

SaaStr

Deployment Strategies: Top-Down vs. Bottom-Up Infrastructure companies typically deploy top-down, while application-layer tools are more likely to follow bottom-up adoption patterns. Examples like ChatGPT and Perplexity demonstrate how AI applications can be adopted through PLG strategies.

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Thanks to Multiplier, Pepper, Tin Men Capital, and To the New’s CloudKeeper for Sponsoring SaaStr APAC 2023!

SaaStr

Its proprietary technology simplifies the employment process by managing the complexities of local compliance, labour contracts, payroll, benefits and taxes. We enable companies to manage their distributed teams via a simple dashboard while taking responsibility for local labor law compliance on their behalf.