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What If LLMs Change the Business Model of the Internet?

Tom Tunguz

At least 10% of their revenue - about $60m - comes from selling data to train Large Language Models. Reddit’s data sales revenue will likely be much more than 10% by the end of the year. This raises a fundamental question : What if the revenue from data sales dwarfs the revenue from ads? LLMs need data.

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5 Interesting Learnings from Doximity at $550,000,000 in ARR

SaaStr

To oversimplify’s Doximity’s business model, it’s “LinkedIn for Doctors” has almost every U.S. That’s a stunning $660,000 in revenue per employee. #3. Doximity is growing 20% now, vs. 18% at $450m ARR. Insane profitability. 53% EBITDA. That’s crazy. It rains cash at Doximity. 80% of U.S.

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Freemium is Back! But You’ll Need 50 Million Active Users for Freemium to Actually Work as a Business Model.

SaaStr

no human involvement ever) exceed 40% of our revenue, and as we passed the first $10,000,000 in ARR revenue, it declined a bit and never exceeded a third of our direct revenue, measured all on its own. Today it’s a token amount of revenue for the product at nine figures in ARR. Another great example is Box.

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5 Interesting Learnings from Shopify at $6.8 Billion in Revenues

SaaStr

That’s not just pretty epic growth at almost $7 Billion in revenue, it’s one heck of a comeback. But a Smaller and Smaller Percentage of Revenue. From a business model perspective, Shopify has in essence been a fintech and merchant product first and a SaaS product second for quite some time.

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The New Frontier: A Guide to Monetizing AI Offerings

Speaker: Michael Mansard and Katherine Shealy

But how do you monetize AI in a way that keeps your business sustainable and your customers engaged? In this session, you’ll learn how to harness the disruptive power of AI and turn it into a revenue-generating asset.

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HubSpot Co-Founder and Chairman Brian Halligan on SaaS Markets, Board Meetings, and AI’s Impact

SaaStr

Our revenue team went on to be the CROs of Brex, Rippling ,Gong, so many SaaS leaders, like 10 of them. Existing distribution channels: While startups are racing to build distribution, incumbents already have it However, the business model disruption around AI pricing remains a challenge for larger players to navigate.

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

SaaStr

in revenue. Then, in 2017, with around $50M in revenue, BILL added payment capabilities. When René’s dad had a payroll company, the rule of thumb was always one year’s worth of revenue, four quarters, because a customer lasted a year. From day one, they considered having a viable business model, so they didn’t wait to build it.

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Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

Speaker: David Warren and Kevin O'Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. How do you validate strategies, reduce risks, and ensure alignment with customer value?

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6 Reasons Why Your Integrated Payments Strategy Could Fail

If you're in the software industry grappling with integrating payments into your business model, understanding where others have stumbled can be a game-changer for your revenue goals. Learn how to pivot your approach and unlock new financial opportunities for your software business.

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The Ultimate Guide to Customer Success in SaaS

The SaaS business model, which runs on recurring revenue, needs Customer Success to survive. As such, people are looking for answers on how to nail their Customer Success initiatives. Whether you’re finding yourself asking “what is Customer Success?” or you’re a seasoned practitioner, this resource is for you.

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Retail Reimagined: What It Means To Be An Innovative Retailer

Speaker: DeAnna McIntosh, Retail Growth Strategist

So how can we drive innovation and uncover new sources of revenue in this challenging retail environment? Join DeAnna McIntosh, Retail Growth Strategist, for this idea-sparking session on how to reimagine and reinvigorate the retail business model.