SaaStr

APRIL 13, 2025

Dear SaaStr: How Much of a Threat is AI to Traditional B2B Startups Today? AI isn’t yet slowing down the big leaders in SaaS, from Salesforce to HubSpot to Workday. link] — Marc Benioff (@Benioff) March 29, 2025 In most cases, AI wont outright kill SaaS B2B startups now or even soon. In fact, they are embracing it.

AI 166

AI B2B Startup Innovation 166

SaaStr

JANUARY 8, 2025

AI though is the tailwind. It’s given Asana a boost, albeit it’s still early for AI at Asana. Charging a Base Platform Fee for AI Studio, Then Variable Charge for Power Users I think we’re all still figuring this out, but Asana will charge a platform fee for its AI studio and include a base amount of credits.

AI 307

AI B2B Scaling Trends 307

SaaStr

APRIL 4, 2025

So we’ll have ~20 of the latest AI start-ups from YCombinator at a special YC Demo Pod area at 2025 SaaStr Annual! Come meet them (and also watch 100+ present live at our first AI Demo Stage ) at 2025 SaaStr Annual, May 13-15 in SF Bay!! 3) Generate high-quality training data that continuously improves AI performance.

AI Search 180

AI Search AI Startup Scale 180

SaaStr

OCTOBER 11, 2024

This year, it’s all about AI, which is why Sameer Dholakia, Partner at Bessemer, calls it the Cloud AI Era. Four portfolio companies join Sameer to talk about three trends of the Cloud AI Era. Trend #1: Foundation Models Many models exist: open source, closed source, frontier models. You can access the report here.

Cloud 174

Cloud AI Artificial Intelligence Healthcare 174

TechEmpower SaaS

MARCH 4, 2024

Generative AI is revolutionizing how corporations operate by enhancing efficiency and innovation across various functions. Focusing on generative AI applications in a select few corporate functions can contribute to a significant portion of the technology's overall impact.

Generative AI 443

Generative AI CTO Hire AI Sales Recruiting 443

Clouded Judgement

MARCH 28, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. 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. The explosion of AI GTM solutions is dizzying. A lot of the AI world is greenfield.

Cloud 184

Cloud AI Scale Scaling 184

SaaStr

MARCH 24, 2025

AI is already reshaping B2B SaaS, and its only going to accelerate. AI is Table Stakes Now. AI isnt a differentiator anymore per se its the baseline. Customers expect AI to be baked into your product, whether its automating workflows, improving onboarding, or delivering predictive insights. Mediocre AI wont cut it. #2.

AI 147

AI Trends SaaS AWS 147

Tom Tunguz

OCTOBER 22, 2023

On November 8th, I’ll share my 10 Top Trends in Data & AI at the IMPACT Summit. AI which has influenced the structure of data teams & will increase the number of data roles changed the way we work with data ( Are you centaur or a cyborg? Metrics layers unify the data stack. LLMs change the roles of data engineers.

Trends 281

Trends AI Data Cloud 281

Clouded Judgement

JANUARY 24, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. 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?

Enterprise 157

Enterprise AI Cloud Artificial Intelligence 157

SaaStr

MARCH 27, 2025

And 2024 was really good in B2B AI. And clearly, CFOs are still allocating budget to AI. The trend isn’t behind us. Even with the tremendous growth in AI, the average number of apps per customer is flat. A bit more optimistic, but given the rise of AI, not necessarily in conflict with vendor consolidation: asd

Technical Review 278

Technical Review SaaS AI B2B 278

SaaStr

APRIL 5, 2025

SEO: How Rupa Health Dominated Search with Programmatic SEO and AI Rupa Health invested heavily in search, aiming to own the top spots for specific lab tests and biomarkers. AI-Enhanced Content : By layering AI on top of metadata, Rupa scaled content creation, publishing 150 articles a month written by medical professionals.

Scale 233

Scale AI Search Sales Hiring Acquisition 233

Tom Tunguz

AUGUST 15, 2024

We’ve been tracking the performance of publicly traded AI companies since the beginning of the year. Publicly traded companies with AI products or strategies trade at about twice the forward multiple of non-AI peers. Most of the time, the private tends to lead the public market with trends & valuations.

AI 278

AI Trends Enterprise Startup 278

Tom Tunguz

NOVEMBER 12, 2023

Recently, I was on the HR Heretics podcast and we talked about the increasing efficiency of software companies (in addition to other topics including the implications of AI for executives, how to diligence a candidate, & what board members expect of their people leaders). I wonder what trends we’ll see in 2033.

Software Review 331

Software Review Trends Revenue Software 331

Tom Tunguz

MAY 16, 2024

Ramp published its quarterly spending trends & revealed how businesses are spending on AI. There are many great data points that underscore the growth in AI but there are important nuances in the patterns. First, AI growth rates across the most popular vendors have fallen 78% annually. NDR is almost equal.

AI 300

AI Churn Trends Pricing 300

Tom Tunguz

OCTOBER 23, 2023

This growth is fueled by AI workloads. ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.” “In Azure, we expect revenue growth to be 26% to 27% in constant currency with an increasing contribution from AI. Google, on the other hand, declined after having plateaued last quarter.

AI Search 312

AI Search AI Cloud Azure 312

SaaStr

JUNE 29, 2023

Vendr SaaS Consultant Katie Oates and Vendr Vice President of Customer Team Jeff Swank share eye-opening data and insights into buyer trends from 2023. They review the changing market, buyer trends, and tips for the road ahead. Many net-new purchases are for data security, compliance, risk management, and AI-powered tools.

VP of Engineering 299

VP of Engineering Trends Cybersecurity Sales Hiring 299

Tom Tunguz

OCTOBER 28, 2024

On Monday, at TC Disrupt Colin Zima CEO of Omni , Jordan Tigani CEO of Motherduck , Daniel Svnova CEO of Superlinked & Toby Mao CTO of Tobiko Data who are leading the evolution of the Post Modern Data Stack discussed the trends they are seeing. AI is changing the structure of data teams. Vectors power AI systems.

Trends 248

Trends Data New CTO CTO 248

Tom Tunguz

FEBRUARY 26, 2025

There are a few alternatives for AI-driven products: Triple the per seat price : If the AI agent is 3x as productive as a human, the software company could charge 3x as much per seat. Move to usage-based pricing : AI software might be priced like databases, charging for compute. across major SaaS vendors.

SaaS Payments 283

SaaS Payments Pricing Strategy Scale 283

SaaStr

DECEMBER 8, 2023

Hear the latest insights on AI from leading investor and SaaStr fan-fave, Tomasz Tunguz of Theory Ventures. LLMs are transforming the way people use software, and these AI and data-driven companies share first-hand how they’re seeing this change take place. AI expertise might take a couple hundred top AI researchers to train them.

Artificial Intelligence 314

Artificial Intelligence AI ChatGPT Software Engineering 314

Tom Tunguz

MARCH 1, 2025

Which is the best business in AI at the moment? I analyzed Q4 revenue data from publicly traded companies across multiple sectorssoftware companies, consulting firms, and hardware manufacturers to determine which segment dominates the AI market. In second place, Microsoft’s AI business, including Azure, is at a $3.25b Q4 revenue.

AI 247

AI Revenue Azure Consulting 247

Tom Tunguz

JULY 10, 2024

Pricing an AI product will be a defining question in software for the next few years. AI products offer productivity gains. We can observe the market trends today across some of the larger SaaS companies who offer AI pricing. Company Product Base Price AI Price Ratio Github Github Enterprise 21 10 0.67

AI 276

AI Pricing Sales Hiring Strategy 276

SaaStr

JUNE 13, 2024

Earlier this month, Gong’s CEO and Co-Founder Amit Bendov sat down with SaaStr Founder and CEO Jason Lemkin at SaaStr Europa 2024 to talk about all things AI and the lessons learned while scaling to billions. Back in 2015, Google AI beat the world chess champion easily. AI was starting to diagnose diseases better than doctors.

Scale 311

Scale AI Sales Underperforming Technical Team 311

SaaStr

FEBRUARY 12, 2025

Looking Ahead: The Future of Vertical SaaS As we look to 2025, 2026 and beyond, several trends are emerging: Industry Consolidation : Successful vertical SaaS players are becoming platforms, acquiring or partnering with complementary solutions.

Construction 255

Construction Scale SaaS Travel 255

Tom Tunguz

APRIL 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. But the story in this quarter’s reports is AI. Just last week, Epic Systems shared that it was using Azure OpenAI Service to integrate this next generation of AI with its industry-leading EHR software.

AI Search 266

AI Search AI Azure GCP(Google Cloud Platform) 266

SaaStr

APRIL 6, 2025

AI is The Accelerant. #3. 10 AI Trends in SaaS Right Now with SaaStr CEO Jason Lemkin on LIVE SaaStr Workshop Wednesday #2. Top Posts: #1. The #1 Thing That Makes Enterprise Customers See Value: A Great Dashboard #2. Thoma Bravo: Software Spend Will Grow 19% a Year Through 2028. Yes, SaaS is Back. OpenAI to Hit $12.7

Scale 195

Scale Software Review Marketing Cloud 195

Tom Tunguz

DECEMBER 12, 2024

If you needed proof that every software company is an AI company , here’s the evidence. 46% of all US venture financings in dollar terms in 2024 were AI. This revolution breeds in every corner of the startup ecosystem : 37% of Seeds, 35% of Series As, 67% of Series Bs, 24% of Series Cs, & 47% of Series Ds were AI companies.

AI 253

AI Finance Trends Startup 253

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! Perfect for a LLM!

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

SEPTEMBER 26, 2023

How is AI going to impact the software and SaaS landscape of the next couple of years and also the next 5-10 years? Kristina Shen, General Partner at a16z, shares some insights into the present and future of generative AI at this week’s Workshop Wednesday, held every Wednesday at 10 a.m. For B2B Generative AI Apps, Is Less More?

AI 317

AI Generative AI Venture Capital SaaS 317

SaaStr

MARCH 13, 2024

Is Generative AI going to be transformative or incremental for your startup? Are you re-vampimg your entire product roadmap, or sprinkling AI in along the way? A panel of AI-driven organizations took the stage at SaaStr Annual to talk about the trends and opportunities of GenAI and how it’s shaped their companies.

Generative AI 278

Generative AI AI Cloud Startup 278

Buffer Resources

OCTOBER 15, 2024

We launched the AI Assistant in Buffer to help our users generate new content, repurpose existing posts, and develop endless new ideas. We set out to answer this question by uncovering our internal data on the average engagement rate of AI-assisted posts vs. non-AI-assisted posts. How is the content performing?

AI 122

AI Social Media Engagement Data 122

SaaStr

FEBRUARY 25, 2025

Unparalleled Networking Opportunities SaaStr Annual brings together thousands of SaaS, Cloud and AI executives, founders, VCs, and industry leaders under one roof across our 40+ acre campus, May 13-15 in SF Bay! Investor Connections and Funding Opportunities — And $5m AI VC Pitch Stage!! And the VCs that want to fund them!

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

SaaStr

MARCH 8, 2024

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? So we asked the expert, Sandhya Hegde, General Partner at Unusual Ventures to share her best practices and trends for pricing and packaging AI products.

AI 274

AI Artificial Intelligence Pricing SaaS 274

SaaStr

MARCH 1, 2024

Generative AI is a platform shift where models can take inputs such as text, image, audio, video, and code and generate new content into any of the modalities mentioned. Base10 is interested in mega-trends that change how people live and work in the next ten years. Last year, over $4B was raised in the first half. Now, it’s 100+ times.

Generative AI 299

Generative AI Outsourcing Services AI Software Review 299