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Unlocking Growth in the Internet Economy: a Perspective from Stripe Head of Invoicing, Suzanne Xie (Video)

SaaStr

These days, as the business lead for invoicing at Stripe, Xie has earned her own stripes in navigating the unique challenges of building and thriving in the SaaS marketplace. Maybe your billing system is not ready, your invoicing is a patchwork, or your reconciliation and invoicing have to be done manually.

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Is AI Penetration … Slowing Down? Ramp Says Possibly

SaaStr

New spending data from Ramp reveals a possible trend: end user AI adoption may be hitting its first growth slow down. Early adopters were predominantly tech companies, startups, and digital-native businesses with short decision cycles and high risk tolerance. The AI adoption party might be slowing down—at least temporarily.

AI 275
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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Subscribe now Overall Trends When looking at the aggregate net new ARR added in Q1, it doesn’t pain the best picture. net retention and CAC payback).

Cloud 277
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Usage-Based Revenue Models: Successes and Pitfalls from Checkr COO Lindsey Scrase on CRO Confidential

SaaStr

It was started in 2014 when founders Daniel and Jonathan were working together at a delivery startup and experienced firsthand how slow background checks were slowing down worker onboarding. Checkr’s go-to-market strategy was already well-established when Lindsay joined in 2022. With only 4% conversion by month two versus a 10% goal.

Revenue 286
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The Software Startup Sectors Raising the Most Capital in 2017

Tom Tunguz

Over the last seven years, software startup investing has changed quite a bit. In 2010, classic SaaS was booming, the benefits of a subscription model were finally becoming clear to the public markets and the mass-market. If those startups raised twice the amount of capital then the figure would be 2.

Startup 255
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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 299
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Clouded Judgement 6.27.25 - New Rules For a New Game

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now New Rules For a New Game One of the biggest shifts happening in startups right now is that the old rule of thumbs for how you build a successful software startup just don’t hold in the age of AI. But it might be necessary?

Cloud 157