On the 20VC podcast with Harry Stebbings and Rory O'Driscoll, Jensen Huang's first-ever post on X was an open-weights manifesto signed by over 50 companies including Microsoft, Meta, and IBM, with Ant…
A senior industry observer argues that the Chief Product & Technology Officer (CPTO) role is almost always a failure, especially for B2B companies north of $100M ARR in the age of AI. The author conte…
Adobe Marketo, a $60,000-a-year B2B marketing platform, suffered a day-and-a-half outage that prevented SaaStr from sending its newsletter to 450,000 subscribers, had a broken unsubscribe link for wee…
Anthropic's Head of Industries Eleanor Dorfman reported that 54% of new enterprise logos now close through self-serve after the company rebuilt its enterprise motion around AI instead of hiring more s…
SaaStr trained an AI agent called 10K to handle the entire post-deal finance workflow—from contract signing to invoicing, collections, and commission calculation—after just four real deals. The agent,…
Three executives from Atlassian, Anthropic, and Scale Venture Partners independently converged on the same AI playbook at SaaStr AI 2026: the winning approach is not to choose between binary options l…
SaaS companies should stop pushing for multi-year contracts in the Age of AI, as shorter contracts become the norm. According to ICONIQ's 2026 data, three-year contracts dropped from 28% of new logos …
SaaStr, an eight-figure B2B business run by three humans and 21+ AI agents, consolidated its agent workforce from nearly 30 to about 20, resulting in a roughly 4x increase in output. CEO Jason Lemkin …
Stripe's 2025 revenue hit $6.8 billion, up 33% year-over-year, with free cash flow surging 52% to $3.2 billion, yielding a 47% free cash flow margin, according to The Information. The payments company…
SaaStr CEO Jason Lemkin replaced a $4,000/year newsletter tool with a custom AI-powered version built in two hours using Replit and Claude, saving his chief AI officer 90 minutes weekly. Lemkin argues…
SaaStr AI has reduced its human team from ~30 to 3 while deploying 20+ AI agents in production, achieving a 47% year-over-year revenue increase to positive growth and closing over $1M in revenue, but …
SaaStr AI reported that a repeat sponsor's ad campaign across 67 newsletter editions generated 5,465,855 impressions, 944,255 opens, and 11,749 visits directly to the sponsor's signup form, driving 11…
A cohort of public software companies including Dropbox, Zoom, DocuSign, and PagerDuty are now growing under 5%, and the market has stopped pricing them as durable annuities. Dropbox grew 0.8% last qu…
Jason Lemkin warns B2B founders that AI token spend can balloon 60x unchecked, as seen at ClickHouse since February, and urges putting a spend governor in place before the CFO does. He argues net new …
ICONIQ's 2026 GTM benchmark report reveals top-quartile enterprise account executives now carry $2.25M annual quotas, with mid-market at $1.35M and SMB at $750K, driven by AI-enhanced pipeline generat…
Nue, a revenue platform built for B2B and AI companies, is this week's SaaStr AI App of the Week because it solves the hardest problem in B2B + AI: pricing. The platform collapses CPQ, billing, usage …
SaaStr AI Fund co-founder Jason Lemkin reports that Claude, connected via Replit's MCP beta, effectively became the company's AI VP of Product, enabling cross-model collaboration between Claude Opus, …
Zoom reported Q1 FY2027 revenue of $1.239B, up 5.5% YoY, with AI Companion paid users growing 184% and enterprise revenue reaching $755.7M, now 61% of total. The company's market cap stands at ~$27B, …
Top B2B events like SaaStr AI Annual do not sell attendee lists to sponsors, as doing so would undermine the value of in-person engagement. Instead, sponsors at SaaStr AI Annual average 470+ qualified…
Apple sued OpenAI for trade secret theft this week, alleging a six-year Apple employee walked physical prototypes out the door for show-and-tell, encouraged by a 24-year Apple veteran now running Open…