ServiceTitan cut off Podium's integration for roughly 1,000 shared customers with about 30 days' notice, citing Podium's shift to competing directly with its own field service management software afte…
Owner, a Shopify-for-restaurants platform, accelerated past $100M ARR after pivoting to an AI-agent-first product, with over 83% of new customers now starting in the free AI product, up from 0% two ye…
Atlassian reported Q4 FY26 revenue of $1.766B, up 28% year-over-year, with cloud revenue accelerating to 31% growth at $1.213B and subscription ARR reaching $6.606B, up 23%, while RPO grew 44% to $4.8…
Rippling's President and CPO Matt MacInnis published a study testing 15 AI models on real payroll data, with about 2,100 graded attempts per model. Anthropic's Opus 4.6 led with a 91.0% pass rate at $…
SaaStr founder Jason Lemkin revealed on The Agents podcast that his company canceled Notion after 7 years because their AI agent, 10K, took over the staff meeting function, leaving Notion with no rema…
Jason Lemkin, founder of SaaStr, warns that AI agents are bypassing products like Canva and Notion entirely, citing Canva's growth cut from 30% to 20% for 2026 as a symptom of a broader shift. He advi…
Gamma, the AI presentation startup, reached $100M ARR with 50 employees and 600,000 paying subscribers without a sales team, but CEO Grant Lee said at SaaStr AI that this approach was a mistake becaus…
Klaviyo co-founder and co-CEO Andrew Bialecki said at SaaStr AI that the company, which reported $370.6M in Q2 '26 revenue, up 26%, and raised full-year guidance to $1.526B-$1.534B, required all 2,300…
Canva cut its 2026 growth forecast from 30% to 20%, a move that 20VC x SaaStr hosts Jason Lemkin and Rory O'Driscoll say signals an existential threat to the prosumer design tool as AI agents bypass i…
Shopify, Toast, and Samsara reported strong earnings, with revenue up 34%, 23%, and 31% respectively, driven by pricing models tied to transactions, locations, and connected assets rather than seats, …
A growing number of B2B + AI startups are hiring "Mediocre Recycled" executives—leaders with impressive resumes who never actually built anything and often cannot use AI themselves—and this trend is a…
Pylon co-founders Marty Kausas and Advith Chelikani told SaaStr AI Day that a 1,000-person support team deflected 50% of its tickets with an automated resolution agent but headcount didn't change, arg…
Intuit Inc. reported on its Q3 FY26 earnings call on May 20, 2026, that Mailchimp's revenue declined year over year, and announced a 17% workforce reduction of roughly 3,100 roles, with restructuring …
Backstory, a customer success platform, completed a full account tiering analysis of its 141 customers in three to four days using connectors, custom signals, and four rounds of iteration, a task that…
Shopify reported Q2 2026 revenue of $3.58 billion, up 34% year-over-year, with GMV of $115.6 billion, up 32%, and free cash flow of $654 million, an 18% margin, causing the stock to jump about 18%. AI…
Exa, an AI search API company, was the only one of 30+ API vendors that Jason Lemkin, founder of SaaStr, signed up with this year to check in on his experience, sending a four-sentence email from prod…
In Episode 12 of The Agents, Jason Lemkin and Amelia Lerutte report that running their AI agents now consumes eight hours per day each, up from 30 minutes a year ago, because the agents make decisions…
Palantir Technologies reported Q2 2025 revenue of $1.935 billion, up 93% year-over-year, marking its twelfth consecutive quarter of accelerating growth, and raised its full-year 2026 guidance to $8.15…
James McArthur, VP of Product Advocacy at Nue.io, demonstrated at SaaStr AI Day that its guided selling playbook can be built in about two minutes from plain English, but full implementation still tak…
PitchBook data shows $1,786.8 billion in US VC-backed IPO value through July 28, 2026, but SpaceX's June 12 IPO at a $1.77 trillion valuation accounts for about $1,770 billion of that total, leaving t…