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Where AI Really Matters in Vertical SaaS With CEOs of Owner, Alloy Automation, and DoNotPay

SaaStr

Activant Capital brought together at SaaStr Annua l a group of break-out next-generation AI enhanced vertical software leaders: the CEOs from Owner.com, Alloy Automation, and DoNotPay. At SaaStr Annual they shared their experiences and insights on implementing AI in vertical software companies. New restaurants up +31% in 1 month!

AI 228
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Clouded Judgement - 3.28.25 - The New AI Risk Curve

Clouded Judgement

Data from Stripe (below) shows the speed at which AI native companies are growing compared to SaaS companies. Now let’s talk about the AI wave. And now there’s another exponential drop off in complexity to start a company going from the cloud world to the AI native world. In the AI world, you’re never too late.

Cloud 184
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Clouded Judgement 1.24.25 - The Year of Enterprise AI

Clouded Judgement

Subscribe now The Year of “Enterprise AI” One of the biggest challenges facing AI systems in enterprises today is the “last mile” problem: how do you make AI both reliable and accurate for specific enterprise use cases? This is what I’m calling “Enterprise AI.”

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5 Interesting Learnings from Atlassian at $4.75 Billion in ARR

SaaStr

Revenue growth is up 21% overall, and subscription growth is up 33% — at almost $5 Billion in ARR. A Big AI Push, But Being Very Conservative on Consumption Pricing For now, Atlassian is sticking mainly to per-seat pricing. So Atlassian is on a bit of a tear. Wall Street is happy. Let’s dig in.

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Demystifying Consumption-Based Pricing: Modeling & the Path to Business Success

Uncover the secrets driving the future of the Subscription Economy. Zuora and BCG’s latest report uncovers how hybrid pricing models—combining subscription and consumption (usage)—are fueling faster growth, especially in AI-driven sectors.

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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.

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Mollie Recurring Payments for Small Businesses

Subscription Flow

What Mol did was identify how badly traditional banks’ online payment processing worked for small European businesses, before offering Mollie recurring payments as an alternative to these businesses that were nearing bankruptcy during the lockdown. How to handle Mollie recurring payments?