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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. 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

AI Search 289
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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

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 262
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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.

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The Startup Sectors Most Impacted by the Coronavirus

Tom Tunguz

Which startup sectors are most affected by coronavirus? Roger Lee is maintaining Layoffs.fyi , which is a table of all the startups who have unfortunately cut staff. On the brighter side, it is a resource for startups looking to hire as they grow. But starting that week, startups began reducing headcount by about 700 per day.

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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.

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How AI Led Palantir From Slow Growth to Hypergrowth

SaaStr

The Commercial Breakthrough For years, Palantir was primarily a government contractor. Government Can Be a Feature, Not a Bug Palantir’s deep government relationships initially seemed like a limiting factor for commercial growth. Government Momentum Sustained : Despite all the commercial focus, U.S.

AI 260
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Inflation and Deflation in Web2 and Web3 Startups

Tom Tunguz

Before a startup is founded, no stock exists. The startup can inflate share count by creating shares. Company age doesn’t govern share count much, rather the goals of the company do: more team growth and fundraising means minting more shares. But most of the others are up and to the right. FAANG stocks differ.

Startup 319