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

SaaStr

But saying yes to everything requires a systematic approach to innovation and go-to-market execution. This bottom-up innovation model ensures product ideas come from technical feasibility rather than market research alone.

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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. They provide a comprehensive solution that automates cloud infrastructure management, enabling development teams to deploy, scale, and manage applications without the traditional DevOps overhead.

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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

Veeva (+18.5%) ZoomInfo (+7.4%) Veeva continues to prove the vertical SaaS thesis: Deep pharma/life sciences expertise Regulatory compliance built-in Switching costs approaching infinity AI integration that actually matters The lesson : Horizontal is commoditized. Tier 3: Vertical Specialists Average Return: +15.3%

B2B
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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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IBM’s $7B Bet on Vertical AI and What It Means for SaaS Founders

SaaStr

Key areas to watch: Model Efficiency Innovations Enterprise Data Integration Tools Vertical-Specific AI Platforms Industry-Specific AI Applications Governance and Compliance Solutions As always in SaaS, the winners will be those who can move quickly while building sustainable, differentiated solutions.

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

SaaStr

💾 Data as the Moat : While others chased AI features, Oracle doubled down on what it does best—managing enterprise data at scale. 📈 Performance Summary Tables Top 10 SaaS Winners (1H’25) Bottom 10 SaaS Losers (1H’25) – Negative YTD Performance 🚀 Top 10 SaaS Gainers (1H’25) 1.

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

SaaStr

Users describe desired outcomes in natural language: “Build me a SaaS tool for managing freelance projects with time tracking, client billing, and automated invoicing.” Vibe coding eliminates these requirements — or at least it tries to. With a bit of a cowboy mentality for now.