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SaaStr on 20VC This Week: Why 40% Cloud Adoption Marks the End of Easy Growth. And Why the AI Budget War is Just Getting Started

SaaStr

Why 40% Cloud Adoption Marks the End of Easy Growth. The 40% Tipping Point : With 40% of workloads now in the cloud, SaaS has hit market maturity. Weak players get acquired or shut down. The Cursor Example: This company is generating significant revenue by fundamentally reimagining how developers work.

AI 259
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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.

AI Search 289
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The AI messaging pivot happening across SaaS

Sales Hacker

Many venture capital firms shifted their investments almost entirely into AI startups. They kept the focus on the core value proposition of helping teams write, plan and collaborate to create better workspaces, while still having the AI inclusion. Bad: We use AI to streamline sales workflows.

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38 Bright Asian SaaS Stars

SaaStock

was created by a team with 25+ years of experience in location-based tech, spanning various services and real-time asset tracking systems. It is a cloud-based platform that offers the services of Asia’s top AI assistant for hotel staff – Gaia. It provides smart hardware self-development and cloud service.

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State of the Cloud 2019: Europa Edition with Alex Ferrara, Bessemer Venture Partners (Video + Transcript)

SaaStr

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. One of the most popular sessions from SaaStr Annual, this presentation will provides an in-depth look at the cloud computing industry across Europe and globally. Alex Ferrara | Partner @ Bessemer Venture Partners.

Cloud 113
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The ultimate marketing technology stack for 2019

Intercom, Inc.

Stacks can be developed at the project, team, or functional level and are regularly used to improve internal collaboration, measure the impact of marketing activities and reach customers in new ways. Without this foundation, your marketing stack can become a set of siloed tools that will bog your team down in complexity.

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Drata’s CEO Adam Markowitz on creating a culture of cyber security

Intercom, Inc.

After working on NASA’s Space Shuttle Main Engine, he went on to develop Portfolium, a social networking platform that allows students and graduates to showcase skills beyond the traditional resume to potential employers. Portfolium was eventually acquired, but the team behind it never stopped thinking about a better way to do it.

Scale 211