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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. Innovation Process : Systematic hackathon-to-product pipelines can drive meaningful innovation 3.

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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

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. Expect 3-5 companies to go from unknown to $10B+ valuations based purely on government AI contracts. It’s already started.

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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Shopify, Datadog and Palantir All Re-Accelerate. Good Times Are Back in B2B and SaaS. At Least — For Some of The Best

SaaStr

commercial revenue nearly doubled year-over-year to $306 million, proving this isn’t just government contract growth—it’s genuine commercial market penetration at scale. Revenue hit $1.004 billion versus the $940 million expected. More importantly, U.S. billion to $4.142-4.150 billion. Enterprise customer expansion.

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Innovation Systems: Advancing Practices to Create New Value

As technology transforms the global business landscape, companies need to examine and update their internal processes for innovation to keep pace.

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

SaaStr

Government-to-Commercial Transfer Success Palantir leveraged their battle-tested government experience to dominate commercial markets. ” Their government contracts provided the R&D foundation that now powers commercial AI solutions — a moat competitors can’t replicate.