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20VC x SaaStr: Jensen Declares AGI, $170M of Secondary Before the Series C, and Why Index Walked Away From Town

This week with Harry Stebbings, Rory O’Driscoll and Jason Lemkin: rule-breaking as a product feature, the legal AI ceiling, agents that route around their own guardrails, and Anthropic walking from a multi-billion dollar deal after diligence. #1. Instinct and GrokBot Work Partly Because They Break Rules Public Companies Legally Cannot The new class of consumer…
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5 Interesting Things, Blog Posts, Scale

5 Interesting Learnings from Snowflake at $6 Billion in Revenue: 37% Growth and Accelerating, 126% NRR, and a Gross Margin Guided Down to Pay for AI

Snowflake reported its fiscal Q2 2027 on September 2. And it crushed it: Product revenue was $1.49 billion, up 37% year over year, the third consecutive quarter of accelerating growth. The stock closed at $306 before the print and traded around $370 the next morning, within striking distance of the $401.89 all-time high it set…
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"SaaStr is the largest community of people who like enterprise software on the planet. It’s a great community of people trying to build companies and learn from one another. It’s pretty amazing to see."

Aaron LevieCEO and Co-Founder of Box

"If you really want to be good at building up your company, read SaaStr."

Eric YuanCEO & Co-Founder of Zoom

"SaaStr is the undisputed thought leader in how to build SaaS businesses. Jason is legendary."

Lew CirneCEO of NewRelic

"SaaStr is the undisputed thought leader in how to build SaaS businesses. Jason is legendary."

Lew CirneCEO of NewRelic

"SaaStr has pulled the entire SaaS community together in a powerful way."

Scott DorseyCEO of ExactTarget

"SaaStr is definitely the largest collection of people who like enterprise software — on the planet."

Aaron LevieCEO and Co-Founder of Box

"SaaStr’s all about helping the younger founders be successful."

Phil FernandezCEO & Co-Founder of Marketo

"SaaStr is my peeps."

Dharmesh ShahCTO of Hubspot

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