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

SaaStr

” This philosophy has driven Rubrik’s expansion from a core data protection platform to multiple product pillars spanning data protection, data security, and AI enablement. But saying yes to everything requires a systematic approach to innovation and go-to-market execution.

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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

The Scoreboard: All 25 Public SaaS Companies Ranked I spent the weekend pulling YTD performance data for every significant public SaaS company. Here’s the full breakdown of 25 top public B2B / SaaS companies and what it means for your startup. Tier 2: Mission-Critical Infrastructure Average Return: +12.5%

B2B
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Welcome Back Duplo Cloud & Pylon to SaaStr Annual 2026! 🎉

SaaStr

Their unwavering commitment to our community speaks volumes about their dedication to supporting SaaS growth and innovation. 🏆 A massive welcome back to Duplo Cloud , who continues their incredible streak as a 6th-time sponsor of SaaStr Annual!

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

SaaStr

It’s not just part of the innovation budget anymore. AI Budgets Are Exploding—And Moving to Core IT Spend The Hard Data : Enterprise AI spend is growing 75% year-over-year, with innovation budget allocation dropping from 25% to just 7% of total AI spend. Top 5 SaaStr Learnings: Enterprise AI in 2025 1.

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

SaaStr

Enterprise data is the differentiator: While public data dominates foundation models, enterprise-specific data represents less than 1% but delivers exponentially more value when properly leveraged. cost savings, 35% time savings The Partner Ecosystem Play IBM isn’t going it alone.

AI
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What’s Really Working in Embedded Finance: Key Learnings from Adyen’s $100B+ Experience

SaaStr

The platforms that move first are seeing 70%+ revenue uplifts and dramatically improved retention.

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Palantir’s +79% vs Bill’s -43%: The AI Divide That Defined SaaS Performance in 1H’25

SaaStr

commercial revenue surged 71% as Artificial Intelligence Platform (AIP) gains enterprise traction Deep government/defense roots benefit from heightened geopolitical tensions worldwide Clear AI differentiation has made it indispensable for data-driven decision making How AI Led Palantir From Slow Growth (13%) to Hypergrowth (49%!)

AI