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

SaaStr

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. I see it happening a bit myself in classic B2B. Where 100x, 200x, even 300x ARR deals are the norm for the hottest deals. We’ll see.

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

SaaStr

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. So that 30 person, $100m ARR AI B2B start-up? In a handful of months! It’s possible.

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85% of Business App Trials Start on Day 0. Don’t Waste Your Shot. The Latest Data from 75,000 Apps and RevenueCat

SaaStr

I’m fortune that SaaStr Fund was the first investor in RevenueCat in 2018 and today it’s grown into the #1 tool to manage mobile subscriptions, powering 40% of all mobile subscription apps, and even ChatGPT’s mobile app itself. So they see 40% of all mobile subscriptions — and a ton of data from it.

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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 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. The SaaStr.AI

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SaaStr.com Mobile Audience Up 77% in 2021. Desktop? Just 17%.

SaaStr

I’m embarrassed to say I hadn’t paid enough attention to how many folks read SaaStr.com on mobile vs. desktop. Mobile sessions up 76.69%. Mobile should cross over to 50% of all SaaStr.com sessions in the next month or two. Are you really designing enough of your assets for mobile-first? Everyone in B2C does.

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5 Interesting Learnings From DropBox at $2.6 Billion in ARR

SaaStr

So Dropbox was the fastest B2B app of the last era to rocket to $1 Billion in ARR. Market Share In Its Core / Original File Sharing Business This is interesting data at a level most B2B leaders don’t share. This is what many B2B leaders see where the product isn’t regulated or in a specific vertical. And about 2.5x

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The State of Subscription Apps with RevenueCat’s CEO Jacob Eiting and Growth Advocate David Barnard

SaaStr

A lot of you reading SaaStr are probably more B2B SaaS oriented and may not be paying attention to the consumer market, but it’s already massive and is continuing to grow quickly. There’s a lot to learn from our mobile-first comrades because it’s even harder over there than it is over here. That’s a lot of dollars up for grabs.