Tom Tunguz

OCTOBER 23, 2023

” “Higher-than-expected AI consumption contributed to revenue growth in Azure.” “In Azure, we expect revenue growth to be 26% to 27% in constant currency with an increasing contribution from AI.

AI Search 312

AI Search AI Cloud Azure 312

SaaStr

JANUARY 12, 2024

The 2023 list below! And sign up for FREE Workshop Wednesdays here. The Seven Things all Founders Should Know About Sales.

Generative AI 287

Generative AI Scale Compensation AI 287

Andreessen Horowitz

MARCH 22, 2024

But the stakes are much higher with generative AI: though it promises to deliver unprecedented value to businesses, it can also be very expensive to serve to each incremental customer. Or maybe you’re still determining how generative AI will benefit your customers, and right now it’s a nice-to-have for certain users.

Generative AI 123

Generative AI Pricing B2B AI 123

SaaStr

SEPTEMBER 26, 2023

Kristina Shen, General Partner at a16z, shares some insights into the present and future of generative AI at this week’s Workshop Wednesday, held every Wednesday at 10 a.m. With a platform shift with AI and a lot of capital and innovation in the market, who knows what’s to come? For B2B Generative AI Apps, Is Less More?

AI 314

AI Generative AI Venture Capital SaaS 314

SaaStr

SEPTEMBER 20, 2023

AMA with SaaStr’s CEO Jason Lemkin: Live From SaaStr Annual 2023 #6. “6 Questions Founders Should Be Asking Themselves to Drive Value from Generative AI” Base10 Partners #7. How Revenue Leaders at Box, Calendly, & Lattice Created Sales Acceleration Moments Much more to come!!

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Scale Generative AI AI Scaling 310

SaaStr

JULY 15, 2024

All 3 are now growing less than 10% a year despite investing massively in upgrading their products with AI. Maybe the “AI Washing” may fool a VC or two. But if AI doesn’t radically accelerate your revenue growth, then it’s just, at best, achieving market parity. What’s my point?

AI 321

AI Generative AI B2B Cloud 321

Andreessen Horowitz

NOVEMBER 9, 2023

She’s pledged to split royalties with any AI-created song that is able to generate revenue. For example, artists need a place to store their custom voice models, track AI covers, and understand streams and monetization across tracks. We expect to see infrastructure emerge to support this on a greater scale.

Generative AI 28

Generative AI AI Scale Technology 28

Tom Tunguz

AUGUST 4, 2024

What does advertising look like in the world of AI? In a future where generative AI dominates search, the ten blue links & five sponsored ads disappear. More than users benefitting, new entrants must establish viable revenue. What if they were invisible ads?

AI Search 218

AI Search Artificial Intelligence Generative AI Advertising 218

Clouded Judgement

MARCH 22, 2024

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. Many investors laugh (and some rightly so) at the fact that software companies’ valuations are often described as a multiple of revenue.

AI 190

AI Cloud Revenue Technical Advisors 190

SaaStr

MAY 25, 2023

Because the reality is, acquisition offers at a decent price — as measured against revenue, time, and effort — actually come at distinct phases of your company’s lifetime. Here’s what happens: Pre-Revenue – You Aren’t Interesting. Even if you don’t have nearly the revenue of the next guy.

Acquisition 361

Acquisition Venture Capital Scale Generative AI 361

SaaStr

MAY 14, 2023

Tomasz Tunguz of Theory Ventures: The Impact of Generative AI on Software 5. Lessons Learned in Scaling Your Team & Revenue from $1M ARR to $1B+ with Cloudflare’s CRO Chris Merritt The post Top SaaStr Content for the Week: CEOs of Gainsight, Roam and SaaStr — and Tunguz and Kellogg appeared first on SaaStr.

Sales Recruiting 261

Sales Recruiting Scale Generative AI AI 261

SaaStr

JULY 3, 2024

Accel Partner Philipe Botteri and Synthesia’s co-founder and CEO Victor Riparbelli deep dive into the lessons learned about building an Enterprise-focused Generative AI company and scaling it. But don’t get pulled in too much by the hype where you’re only focused on short-term experimental revenue vs. long-term Enterprise revenue.

Enterprise 296

Enterprise AI Search AI Artificial Intelligence 296

Sales Enablement, SaaS and Growth

MAY 20, 2025

The Brief This experiment explores how AI tools can be used to rapidly concept, build, and launch a fictional brand La Fromagerie , a boutique cheese shop located in Queen Anne, Seattle. Queen Anne was chosen for its affluent, food-savvy demographic and proximity to Seattles vibrant artisanal food scene.

Social Media 130

Social Media Scale Traceability AI 130

Sales Enablement, SaaS and Growth

MAY 20, 2025

Brief This experiment investigates how AI tools can be harnessed to create and launch a fictional pizza restaurant called Vero , located in the culturally rich Williamsburg neighborhood of Brooklyn, New York. Vero blends Italian tradition with Brooklyn cool, offering sourdough-based pizzas in a minimalist, high-end setting.

AI 130

AI Social Media Artificial Intelligence Branding 130

SaaStr

DECEMBER 14, 2023

At the time, they were less than a billion or two in revenue, and now, they just crossed over a $30B revenue run rate. At the time, they were less than a billion or two in revenue, and now, they just crossed over a $30B revenue run rate.

Cloud 312

Cloud Scale AWS AI 312

SaaStr

JUNE 19, 2024

How to Build a Category-Defining Gen AI Company and Scale from 0 to 100 with Cohere’s former VP of Marketing + Salesforce Ventures How top leaders like Cohere have rocketed to a $3B+ valuation — and acquired their customers. #3. Joining Vanessa on stage are three cutting-edge Gen AI startup founders, Orby.ai

AI Search 303

AI Search Scale AI Generative AI 303

Andreessen Horowitz

JUNE 10, 2024

But that flexibility comes with operational pain points, especially when it comes to predicting revenue. With the right processes and infrastructure in place, however, your usage-based revenue can actually become more predictable over time than it might be in traditional seat-based SaaS.

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Pricing Revenue Forecasting Generative AI 105

Sales Hacker

NOVEMBER 29, 2024

Hello and welcome to The GTM Newsletter by GTMnow – read by 50,000+ revenue professionals weekly to stay up-to-date and scale their companies and careers. 2) AI infrastructure and AI-native The advancements in AI have enabled developers to build what wasn’t possible just a few years ago.

Investment 113

Investment Technical Review Development Team Review Scale 113

Sales Enablement, SaaS and Growth

MAY 20, 2025

The Brief This experiment showcases how AI tools can be used to conceptualize and launch Ember & Smoke , a fictional Texas BBQ restaurant set in Kdbyen, Copenhagens historic meatpacking district. The project explores the potential of generative AI to rapidly build a distinctive culinary brand that merges Southern U.S.

AI Search 130

AI Search Branding AI Technical Review 130

SaaStr

SEPTEMBER 20, 2023

A Pivot From Growth At All Costs To Driving Profitability The Cloud model of recurring revenue, low marginal distribution costs, and strong net dollar retention dynamics is possibly one of the best and most resilient business models ever invented. Bessemer believes the top private Cloud companies will follow suit. But how do you do it?

Cloud 309

Cloud Payments Software Review Payment Solutions 309

Sales Enablement, SaaS and Growth

MAY 20, 2025

Brief This experiment explores how AI tools can be used to launch Wing Ting , a fictional buffalo chicken wing restaurant rooted in the heart of Shoreditch, London. The aim is to showcase how generative AI can fuel the end-to-end creation of a culturally sharp, streetwise food brandfrom concept to launch.

Branding 130

Branding AI Technical Review Software Review 130

Tom Tunguz

FEBRUARY 1, 2024

“Our own research as well as external studies show as much as 70% improvement in productivity using generative AI for specific work tasks.” If this data point is real, then AI could very well add several percentage points to GDP. ” Compare with ServiceNow’s data that shows engineering gains of 50%.

AI 214

AI Azure Artificial Intelligence Generative AI 214

SaaStr

OCTOBER 27, 2023

With two caveats… They have to close a significant amount of revenue themselves. If you can’t check all of those boxes that definitely make things a little easier for you, then the only box you can check is revenue. A first-time founder of a Generative AI startup is struggling with the question of going vertical vs. horizontal.

Sales Hiring 276

Sales Hiring Scale Venture Capital Startup 276

Totango

JULY 17, 2024

“Success is revenue. You get success right; your revenue is coming.” – Charlie Sonnenberg, VP Sales, Totango + Catalyst Customer-led growth is the only way to protect and sustain revenue growth. Whether you’re using basic generative AI to write an email or account summary or call notes. Bold statement?

Revenue 100

Revenue Sales AI Customer Success 100

Sales Hacker

MARCH 1, 2025

The best-run SaaS companies dont just grow revenue; they build operational discipline, create high-retention products, and structure themselves for long-term enterprise value. DocUnlock is changing that with cutting-edge generative AI, automating workflows for brokers and eliminating inefficiencies.

Scale 67

Scale SaaS AI Search Sales Hiring 67

Sales Hacker

FEBRUARY 8, 2023

With generative AI on the scene like ChatGPT, it looks like we may have our solution… or will this resource only complicate the landscape even more? Join us as we navigate through this new era of sales and how we can leverage generative AI tools for the better. But how can we all quickly adjust to hit quota?

Generative AI 52

Generative AI AI ChatGPT Product Marketing 52

Sales Enablement, SaaS and Growth

MAY 20, 2025

The Brief Pine Lake Beer Hall is a fictional brewery and beer hall concept created as an experiment in using AI tools to launch a brand from scratch. Located in Berlins vibrant Neuklln neighborhood, the project explored how generative AI can shape everything from visual identity to business strategy.

Branding 130

Branding Social Media AI Underperforming Technical Team 130

SaaStr

MARCH 10, 2024

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: How Revenue Multiples Really Fall After Each VC Round The Capital Everyone is Regretting Right Now is the “Free” Capital What’s the #1 Most Important Thing in Pricing A New SaaS Product?

Generative AI 159

Generative AI AI Pricing SaaS 159

Sales Hacker

FEBRUARY 5, 2024

He’s been a B2B leader in businesses from pre-revenue to $600MM. He began his ML/AI journey several years ago and has been working in Generative AI since August 2022. Currently, he operates his own consultancy helping leaders with marketing strategy and AI in GTM. 26:00) Overcoming adversity in business school. (30:00)

AI 118

AI Generative AI Artificial Intelligence Machine Learning 118

Panintelligence

FEBRUARY 7, 2025

Generative BI vs. generative AI Generative BI and generative AI are not separate types of AI models but very similar. If you look at it in simple terms, Generative BI is a use case for generative AI. How does generative BI work? It's as easy as that.

Traceability 52

Traceability Generative AI Business Technical Review 52

Sales Hacker

DECEMBER 17, 2024

31:55) One thing revenue leaders believe to be true that Guy thinks is bull$ (49:07) One thing that is working for Guy in go-to-market right now. Highlights: (5:22) The power of customer intimacy in product development. (15:41) 15:41) Scaling Twitter’s ad business and managing hyper-growth. (26:54)

Scale 101

Scale Engineering Acquisition Scaling 101

Sales Hacker

OCTOBER 2, 2024

This is a special Wednesday edition of The GTM Newsletter by GTMnow – read by over 52,000 revenue professionals weekly to stay up-to-date on go-to-market and scale their companies and careers. Gartner predicts that by 2028, 60% of seller work will be executed by Generative AI technologies. use both, compared to just 0.3%

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Scale AI Sales ChatGPT 116

Andreessen Horowitz

SEPTEMBER 11, 2023

Mihoyo’s Genshin Impact has grossed over $3B in revenue since taking the world by storm in 2020, and in the process also redefined the standard for cross-platform, live-operated role-playing games (RPGs). We’re very excited about the potential for AI-assisted UGC to transform IP into dynamic, neverending game franchises.

Investment 137

Investment Generative AI Mobile AI 137

Blulogix

MARCH 27, 2025

By BluLogix Team How AI is Transforming Billing Billing has long been a complex and manual process, prone to errors, inefficiencies, and revenue leakage. Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management.

Payments 59

Payments AI Search Payment Services SaaS Payments 59

SaaStr

JUNE 13, 2024

AI budget is real, and so is the repurposed budget. Is the AI budget impactful or minor? Gong uses AI, but they don’t think of themselves as an AI company. They’re a revenue AI company aiming to increase revenue and sales productivity. Think of it this way.

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Scale AI Sales Underperforming Technical Team 309