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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. Not for the most part, at least. billion total funding, $157 billion valuation Anthropic : $8.4 billion in funding xAI : $6.4 billion stake Waymo : $10.5

AI Search 283
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AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution

SaaStr

AI and Cybersecurity: How Rubrik’s Co-Founder Built a $1B+ ARR Platform While Joining the AI Revolution Lessons from Arvind Nithrakashyap, Co-Founder and CTO of Rubrik, on scaling cyber resilience platforms, building multiple product curves, and implementing AI across both products and operations.

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10 Learnings From Jeff Lawson (CEO Twilio) + Byron Deeter (Bessemer Ventures): “Adapt, Plan, Deliver”

SaaStr

He joined StubHub as CTO, but didn’t get nearly as much equity as the other CTO — because he “wasn’t committed enough.” They had revenue their first month after launch. If your customers love your product now, hire reps. He learned paper millions can go to zero ??.

CTO Hire 355
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June 30, 2025: The Date Where If Your Team Hasn’t Rolled Out Truly Great AI Into Production Yet… It’s Time to Reboot the Team

SaaStr

If your engineering team, your product team, or your leadership team hasn’t shipped meaningful AI capabilities into production by now, that have led to a material increase in revenue — you don’t have a strategy problem. Meanwhile, their competitors hired AI-native talent and shipped three product iterations.

AI Search 167
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Top SaaStr Content for the Week: Cloudflare’s CRO, Figma’s VP of Sales, Workshop Wednesday, Brex’s GM of Startups and more!

SaaStr

Ode to the $100,000,000 Exit Dear SaaStr: Should You Hire Someone That Seems Good … But Always Job Hops? SaaStr 638: Lessons Learned in Scaling Your Team & Revenue from $1M ARR to $1B+ with Cloudflare CRO Chris Merritt  2. SaaStr CRO Confidential: Brex GM of Startups Lucas Fox on Customer Retention and Expansion 2.

Scale 246
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Top 10 GTM Mistakes Founders Make Again … and Again with SaaStr’s Jason Lemkin 

SaaStr

GTM Mistake #1: A VP of Sales That Can’t Sell or Demo the Product Mistake number one has always been an issue, and it’s the number one reason startups struggle in today’s world. They hire a VP of Sales who doesn’t want to sell or learn the product. You also don’t want to hire a VP of Sales who won’t carry a bag. Or why you lose?

CTO Hire 204
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Bet On Up-and-Comers. But Add One Veteran For Each $10m ARR.

SaaStr

The first type is the kind of management team hired by second+ time founders. They often staff up their teams with folks they already know and have been successful with at their last startup. And if you are, you are going to naturally start off hiring up-and-comers to your first leadership team. And that’s great.