article thumbnail

The Problem with “Small But Mighty” AI Start-Ups

SaaStr

So it’s become a thing with many founders and VCs to think how far you can go in AI today. Many of the early break out leaders in AI for B2B and otherwise have been “small but mighty teams” Honestly we’d all love it if that scaled. They have 40% market share in their space — managing mobile subscrptions.

AI 289
article thumbnail

How AI Infrastructure Will Power the Future with Oracle and Bain Capital Ventures

SaaStr

Should we care about AI infrastructure when building SaaS applications? Weinstein, and Managing Partner at Bain Capital Ventures, Aaref Hilaly, take the stage at SaaStr Annual to answer this question, plus what to expect with the future of AI. The Head of the Global VC Practice at Oracle, J.D. Think of Notion.

AI 265
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Keys to Getting to $500M ARR In Just 7 Years with Attentive’s CEO

SaaStr

Everyone knew mobile commerce was exploding (from 15% in 2014 to 75% in 2024), but reaching customers on mobile was broken. Because while the payment problem was solved, the marketing side of mobile commerce remained broken. CEO Amit Jhawar joined us at SaaStr Annual for a deep dive: 1.

article thumbnail

Battery Ventures: Startups Are Actually Far More Overvalued Now Than in 2021

SaaStr

And you can see it in AI Mania. But my view has been that while AI spend is a way of innovation like we haven’t seen since mobile exploded, at the same time, there is only so much budget in the end. How Long Will the AI Bubble Last? Where 100x, 200x, even 300x ARR deals are the norm for the hottest deals.

Startup 300
article thumbnail

Approaching Half a Million Customers: How to Win in SMB with BILL CEO and Founder René Lacerte

SaaStr

At SaaStr’s AI Summit during the SaaStr Annual , René chatted with SaaStr CEO and founder Jason Lemkin about how BILL has reached half a million customers and $1.3B A mobile phone is their dominant source of managing business activities. AI Learnings “Fundamental technologies become fundamental, not because of hype,” René says.

SMB 313
article thumbnail

Top 10 Reasons SaaStr Annual 2025 Will Be Better Than Ever!! May 13-15 in SF Bay!

SaaStr

It’s 50% about the intersection of AI + B2B, 50% about GTM in 2025+, and … 50% about helping you meet the best of the best! With a New, AI Demo Stage from 100+ Top AI Start-Ups! AI is transforming SaaS, and were dedicating two massive stages to the SaaStr.AI The SaaStr.AI Summit Is Back and Bigger.

article thumbnail

This Week at SaaStr Fund: Algolia in Cloud 100, RevenueCat Launches App Growth Conference, AI Fuels Growth At Gorgias

SaaStr

RevenueCat is the market leader for managing mobile subscription apps, with over 30% of U.S.-based based mobile subscription apps using their SDK and API to manage mobile subsriptions. SaaStr Fund was the first investor in the company. They’re hosting their first App Growth conference just after SaaStr Annual in SF! #3.

Cloud 306