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5 Interesting Learnings from Circle at $2.3 Billion in “ARR”

SaaStr

The “Regulatory Moat” Strategy: Compliance as a Competitive Advantage Circle was the first to receive a New York State BitLicense, which is famously difficult to obtain, in 2015. This early investment in regulatory compliance has become their key differentiator against Tether and newer entrants. The culprit?

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Mastering Growth in the AI Era: How to Stand Out, Acquire Customers, and Raise VC Dollars with B Capital, Zetta, and Glasswing

SaaStr

Joselyn Goldfein , Managing Director at Zeta Venture Partners, which invests in AI and data infrastructure-focused startups from inception through seed stage And see everyone at 2025 SaaStr Annual, May 13-15 in SF Bay!! Examples like ChatGPT and Perplexity demonstrate how AI applications can be adopted through PLG strategies.

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From $10M to $100M ARR in 5.5 Months: Inside Replit’s AI Coding Rocketship

SaaStr

It’s the emergence of a new category that’s attracting billions in investment and fundamentally disrupting the $500B+ software development market. Competitive Pressure With OpenAI acquiring Windsurf and Google investing heavily in AI development tools, tech giants could leverage distribution advantages to capture market share.

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From marketplace to SaaS business: How Udemy acquired 80% of the Fortune 100

Intercom, Inc.

It might be the same core product, but it’s a completely different strategy. “The shift from serving just consumers to serving consumers and companies is a massive one” For Udemy, investing in a B2B arm seemed too obvious, and too good, an opportunity to ignore. Turning a sales objection into a unique differentiator.

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How to Create a Services Marketplace

Neil Patel

Over the last decade, service marketplaces have sprung up and distributed how we work and live. For instance, Airbnb , a marketplace for vacation rentals, has over four million hosts who have welcomed over 800 million guests. Food delivery service marketplaces are expected to reach $154.34 That’s not all.

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5 Nonobvious Learnings from Atlassian’s Path to The First $10B in ARR With Ex-CRO Cameron Deatsch

SaaStr

While competitors invested in huge sales teams, Atlassian actually restricted direct customer interaction. By forcing self-service, they inadvertently created stronger customer champions who had to deeply learn the product themselves. This created a natural product-market fit validation system for their marketplace.

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Selling Sales Enablement as a Service

Sales Enablement, SaaS and Growth

While my attention is laser focussed on helping our sales organisation hit quota, lately I’ve been thinking about how HubSpot’s partner marketing and sales agencies, of which there are more than 3,400 can sell sales enablement as a monthly recurring service. That’s where sales enablement comes in. That’s where sales enablement comes in.