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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. They achieved this with $0 invested in marketing and just 131 employees. The kicker?

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

SaaStr

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025. The SaaStr Fund Thesis: Mobile Subscriptions Will Explode.

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3 Ways I’ve Changed Venture Investing at SaaStr Fund

SaaStr

So I’m mostly made good investing decisions. My first VC investments were Pipedrive ($1.5B So if interested — here are the changed I’ve made to investing at SaaStr Fund : #1. Don’t Invest Without an S-Tier CTO If you follow me on social media, this won’t be a surprise, as I say it all the time.

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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. Importantly, it was vastly better than what I would have gotten from a generic ChatGPT prompt.

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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

The shift from “innovation budget” to “operational budget” means AI tools must compete directly with established software investments—and many aren’t winning those comparisons yet. Beyond basic ChatGPT usage, effective AI implementation requires specialized expertise that’s in critically short supply.

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From $10M to $100M ARR in 5.5 Months: Inside Replit’s AI Coding Rocketship

SaaStr

It’s the emergence of a new category that’s attracting billions in investment and fundamentally disrupting the $500B+ software development market. Competitive Pressure With OpenAI acquiring Windsurf and Google investing heavily in AI development tools, tech giants could leverage distribution advantages to capture market share.

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How ChatGPT Will Restructure Engineering Teams & Create Opportunity for Startups

Tom Tunguz

ChatGPT has catalyzed an expectation in users’ minds that all products should converse with users & should be rather intelligent. Data science teams’ increased budget faces pressure from the office of the CFO to justify the investment. These teams operated downstream of the data warehouse.