Remove compliance Remove Government Remove Startup
article thumbnail

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

SaaStr

Here’s the full breakdown of 25 top public B2B / SaaS companies and what it means for your startup. Category Analysis: The New SaaS Hierarchy Tier 1: AI + Government = Money Printer Average Return: +165.2% The Government AI Arms Race Every government agency suddenly has unlimited AI budgets.

B2B
article thumbnail

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

SaaStr

This wasn’t just a startup necessity—it was a cultural decision that permeated the entire organization. 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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The $939B Question: Is AI Eating SaaS or Feeding It?

SaaStr

And the evidence is mounting that AI startups aren’t just complementing SaaS — they’re actively hunting traditional SaaS incumbents for lunch. The Billion-Dollar AI Unicorn Factory The scale of AI startup funding isn’t just impressive — it’s existential for SaaS: The AI Billion-Dollar Club: OpenAI : $8.4

article thumbnail

Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

SaaStr

Addressable Users: 800M+ knowledge workers globally 50M small business owners 100M government employees worldwide 200M educators and students Total: ~1.1B Addressable Users: 800M+ knowledge workers globally 50M small business owners 100M government employees worldwide 200M educators and students Total: ~1.1B

article thumbnail

Snowflake Buys Crunchy Data for $250m, Databricks Buys Neon for $1B. The New AI Database Battle.

SaaStr

” Snowflake’s Enterprise-Focused Approach Snowflake’s strategy targets enterprise customers and government agencies. This acquisition builds on previous AI investments, including the 2023 purchase of Neeva, a generative AI search startup.

article thumbnail

Mastering Growth in the AI Era: How to Stand Out, Acquire Customers, and Raise VC Dollars with B Capital, Zetta, and Glasswing

SaaStr

Joselyn Goldfein , Managing Director at Zeta Venture Partners, which invests in AI and data infrastructure-focused startups from inception through seed stage And see everyone at 2025 SaaStr Annual, May 13-15 in SF Bay!! The Governance Opportunity Many organizations are testing AI infrastructure that lacks governance controls.

article thumbnail

Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

Moving from AI pilots to production-grade implementations requires solving hard technical problems around data pipelines, security, compliance, and workflow integration. Early adopters were predominantly tech companies, startups, and digital-native businesses with short decision cycles and high risk tolerance.

AI