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

SaaStr

The “Regulatory Moat” Strategy: Compliance as a Competitive Advantage Circle was the first to receive a New York State BitLicense, which is famously difficult to obtain, in 2015. This early investment in regulatory compliance has become their key differentiator against Tether and newer entrants.

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Glossary: 117 software-led payments terms to know

Payrix

Interested in learning more about software-led payments or joining the current Embedded Payments conversations in your organization? This blog post is your ultimate guide to understanding the most used payments terms today. Youve come to the right place.

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

SaaStr

a16Z recently surveyed over 100 leading CIOs across 15+ industries to get the latest pulse on enterprise AI spend in software. The B2B Implication : AI procurement has matured to enterprise software standards. The learnings aren’t a surprise — but they are useful to see just how core AI spend has become in the enterprise.

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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. 5 Interesting Learnings from Snowflake at ~$4 Billion in ARR Implications for SaaS and B2B Software 1.

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IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders

SaaStr

Key areas to watch: Model Efficiency Innovations Enterprise Data Integration Tools Vertical-Specific AI Platforms Industry-Specific AI Applications Governance and Compliance Solutions As always in SaaS, the winners will be those who can move quickly while building sustainable, differentiated solutions.

AI 179
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Merchant onboarding 101: Insights for software payments success | Episode 45

Payrix

Ian Hillis welcomes David Blair, Senior Director of Product Management at Worldpay for Platforms, on PayFAQ: The Embedded Payments podcast to explore the critical roles of merchant underwriting and onboarding for software providers. Check out this helpful blog: The essential elements of merchant underwriting for software companies.

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Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

This gets more challenging when you have stakeholders who aren’t the ones buying the software. There was no software yet. With a trillion in payment volume coming through BILL in the last five years, managing the payment and compliance engine has required an ongoing effort of a sizable team. It was on the customer’s account.

SMB 307