article thumbnail

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 222
article thumbnail

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.”

Insiders

Sign Up for our Newsletter

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

article thumbnail

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.

article thumbnail

Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

Subscribe now “Grouping + AI” for Triage One area I’m quite excited to see AI revolutionize is “grouping + triage” workflows. Many of them AI based. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

article thumbnail

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.

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 300
article thumbnail

How to Price and Package AI SaaS Products with Unusual Ventures

SaaStr

With everything in AI moving so rapidly, what’s the best way to price Artificial Intelligence products or SaaS tools with custom AI features and integrations? Should it be subscriptions, usage, solutions, or something entirely different? Why is pricing so tricky? The costs are dynamic. Usage is volatile. ROI is unproven.

AI 268