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The ChatGPT Moment: When 8 Years of Growth Happens in 8 Months

SaaStr

It hit 1 billion searches per day in under a year : Let’s put this in perspective: ChatGPT compressed what took Google over a decade into roughly 300 days. The AI Adoption Explosion Across the Board But ChatGPT isn’t alone. Enterprise AI Goes Mainstream : 78% of organizations now use AI in at least one business function.

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How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today

SaaStr

– RevenueCat now powers 1/3d of all new mobile subscriptions world-wide – New Apps using RevenueCat doubled in last 6 months – Powering monetization for ChatGPT, Notion, VSCO, Runna, and pic.twitter.com/McFmCBZ0eE — Jason SaaStr.Ai The Bottom Line From a $1.5M

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Anthropic May Never Catch OpenAI. But It’s Already 40% as Big.

SaaStr

Anthropic is ~40% as big as OpenAI by ARR, despite its consumer app Claude being just 5% the size of ChatGPT. While OpenAI dominates headlines with ChatGPT’s viral success, Anthropic has quietly built a business that’s already 40% the size of OpenAI’s revenue, despite having a fraction of the consumer awareness.

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The Top 10 Learnings from Launching SaaStr’s Own AI: What Every B2B Founder Needs to Know

SaaStr

and try it here : I did a deep dive live on Workshop Wednesday with my Top 10 Learnings, and brought in Simon Farshid, founder of Assistant UI , which offers the leading platform to add ChatGPT-like interfaces to your own app and to add some color. This creates an unprecedented feedback loop that can transform your business.

AI
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AI Agents in B2B: Top 10 Learnings from Aaron Levie, CEO of Box and IBM’s VP of AI

SaaStr

AI Agents Represent a Fundamental Shift from Software to Digital Labor The Key Insight : We’ve moved beyond chat interfaces to AI that actually performs work autonomously. Then we had assistants like ChatGPT. “Very quickly you realize more companies are actually in the data business than they initially thought.”

AI
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The Vertical SaaS Gold Rush: Why Non-Tech B2B Is Growing 250%+ Faster

SaaStr

” They’re digitizing their core business operations for the first time. Try ripping out ServiceTitan when it’s running your entire HVAC business – from lead generation to invoicing to payroll. Try replacing Samsara when it’s monitoring your entire fleet for DOT compliance.

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How The Top 25 B2B Public Companies Have Performed In 2025 So Far — And What They Tell Us About the Future

SaaStr

What this means for founders : If you can get security clearances and build something the Pentagon needs, you’re not in software anymore—you’re in the defense contractor business. The market is getting smarter about AI washing vs. real AI business models. And defense contractors don’t trade at 10x revenue.

B2B