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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. Rapid expansion and new service integrations negatively impacted net income. The culprit? Your CAC becomes their revenue share, permanently.

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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

For SaaS founders, NVIDIA’s journey offers critical lessons about platform strategy, timing major transitions, and building infrastructure that becomes indispensable. But here’s what’s brilliant about their early strategy—they didn’t just build graphics cards, they built an entire ecosystem.

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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

Deployment Strategies: Top-Down vs. Bottom-Up Infrastructure companies typically deploy top-down, while application-layer tools are more likely to follow bottom-up adoption patterns. The new term “AI application as a service” (AIS) describes companies selling AI-powered applications to mid-market and enterprise customers.

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

SaaStr

AI-First Product Strategy Traditional B2B and B2D products that bolt on AI features will struggle against natively AI-driven platforms. Thank you to our customers and supporters—this wouldn’t be possible without you. The best AI products don’t feel like software—they feel like collaborating with an intelligent assistant.

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Simplifying Complex Provisioning with Advanced Billing Systems

Blulogix

From offering innovative service bundles to managing intricate pricing structures, the ability to provision complex subscriptions seamlessly has become a competitive necessity. In this post, well explore how businesses can simplify complex provisioning and stay ahead in a market increasingly driven by personalized service packages.

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How Usage-Based Pricing is Transforming Subscription Billing

Blulogix

This model, also referred to as metered billing, aligns costs with actual consumption, offering customers a fair and flexible way to pay for services. How Usage-Based Pricing Benefits Customers Usage-based pricing offers customers transparency and flexibility, empowering them to choose services that fit their needs and budgets.

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Can Mobile Games Really Achieve >50% of Revenue From D2C?

FastSpring

That said, you might be wondering what strategies work within the confines of today’s rules and if it’s even possible to earn 50% or more of your game’s revenue through D2C. Why these strategies actually can result in >50% revenue coming from D2C. Jump to video. Jump to transcript.

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