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AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution

SaaStr

AI Governance Committee Rather than treating AI adoption as purely a technology initiative, Rubrik established an AI governance committee including InfoSec, Legal, and business stakeholders. This committee evaluates AI tools and use cases for security and compliance before deployment.

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

SaaStr

The B2B / SaaS Parallel : Many SaaS companies build their entire business on one pricing model, one customer segment, or one distribution channel. 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.

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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

Q1 revenue growth: 39% US commercial: +68% growth Government contracts flowing like water NATO partnerships expanding The insight : When you combine AI that actually works with government customers who have unlimited budgets, you get returns that break traditional SaaS metrics. And defense contractors don’t trade at 10x revenue.

B2B 262
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How Dialpad Hit $300M ARR by Building Their Own AI Stack: 5 Key Learnings

SaaStr

Here’s why domain data matters: Tighter accuracy gains : Domain-specific data allows you to optimize for specific use cases while maintaining general capabilities Vertical specialization : Different industries have different needs – Dialpad can tune their models for sales teams vs. support teams Competitive moat : While anyone can access (..)

AI 259
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The Enterprise Journey: 8 Keys to Going Upmarket Successfully with Workiva’s CEO Julie Iskow

SaaStr

Moving upmarket isn’t just a nice-to-have for most SaaS companies – it’s often the difference between building a sustainable $100M+ ARR business and getting stuck in the mid-market quicksand. If one does and one doesn’t, you know it’s the person not the motion.

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The Great IPO Awakening: What 2025’s Surprisingly Hot Market Means for B2B Companies

SaaStr

For B2B companies, the message is clear: if you’ve been building a real business with strong unit economics and predictable growth, the public markets are ready to reward you. The market is once again rewarding recurring revenue models and predictable growth patterns. Those without are getting left behind.

B2B 184
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SaaStr Live: How Wiz’s CMO Built a $32B Marketing Machine (Without Any Marketing Experience)

SaaStr

Not MQLs, not pipeline attribution, not brand awareness metrics. The lesson : Don’t be afraid to break traditional org structures if it serves the business better. It ensures technical accuracy, brand compliance, and the right tone (humble, never arrogant). ” That was it. Just: people need to know we exist.