Top SaaStr Post of the Week: The Great AI Reset, OpenAI to Hit $12.7 Billion in Revenue, The 250,000 Customer Club
Top Posts You May Have Missed: #1. The Great AI Reset: It’s Time to Refound Your Start-Up. Now. #2. OpenAI to Hit $12.7 Billion in Revenue This Year. But Won’t Be Profitable Until $125 Billion in Revenue #3. The 250,000 Customer Club: How HubSpot and Monday Both...
3 Ways I’ve Changed Venture Investing at SaaStr Fund
So I’m mostly made good investing decisions. My first VC investments were Pipedrive ($1.5B cash exit to Vista), Algolia (IPO candidate), Talkdesk ($10B last round, IPO candidate), Salesloft ($2.3B cash exit to Vista). And I have a few rocketships in the next...
Dear SaaStr: We Have a Ton of VC Interest But Are Profitable. Should We Still Raise?
Dear SaaStr: We Have a Ton of VC Interest But Are Profitable. Should We Still Raise? Maybe, but don’t do it just to “raise”. In general: Yes, if your balance sheet is weak. In general, you’ll underinvest if you have less than $1 on you balance sheet for each $2 in...
The Top 10 Strategies Toast’s CRO Uses to Crush Quotas
So a little while ago Toast’s CRO Jonathan Vassil joined Sam Blond on SaaStr CRO Confidential on how Toast built one of the strongest but toughest rocketship in sales: a lower gross margin, lower ACV ($10k), sales-led SMB sales motion. 5 Interesting Learnings from...
The Latest SaaStr on 20VC: The State of SaaS 2025: IPOs, AI, and the Coming Shakeout
So we were back on 20VC this week in our Latest in Tech deep dive with Harry Stebbings and Rory O’Driscoll of Scale: “The State of SaaS 2025: IPOs, AI, and the Coming Shakeout” The IPO Window Is Cracking Open (Finally) Chime’s $1.67B...
How SaaStr Fund-Backed RevenueCat Went from a $1.5M Round at $7M Valuation in 2018 to $500M+ Today
When SaaStr Fund made the first investment in RevenueCat back in 2018, few would have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M+...
Dear SaaStr: What Is It Like … After Your Startup is Acquired?
Dear SaaStr: What Is It Like … After Your Startup is Acquired? It’s different. Go into it knowing that, clearly. It’s not yours anymore. Post-acquisition life is a whole new world for a founder. It’s not just about the money or the deal—it’s about adjusting to a...
The AI Wake-Up Call with Jason Lemkin: Why You Need to Move Faster or Get Left Behind
Used to be, you'd launch a game changing feature, it would take the competition 12-18 months to catch up First, they'd have to see it. Then think about it and decide if it was worth cloning. And then take a quarter or two to go build it. Now? We're often...
Dear SaaStr: How Can I Crush a VP of Sales Interview?
Dear SaaStr: How Can I Crush a VP of Sales Interview? To nail a VP Sales interview, you need to demonstrate that you’re not just a smooth talker with a great LinkedIn profile—you need to show you’re the real deal. Sales and Marketing Execs: Know the Product Cold...
5 Interesting Learnings from Palantir at $3.5 Billion in ARR
So there’s the 10x ARR club … hard enough today in B2B and SaaS for public companies. And then there is Palantir. By far the most highly valued B2B software company. 78x ARR as we write this! Why? It’s just a powerhouse right now: $3.5 Billion...
The 250,000 Customer Club: How HubSpot and Monday.com Both Created SMB+ Empires
So in any interesting bit of convergent evolution, both Monday and HubSpot have now passed 250,000 customers. Both started SMB (Monday even more so), and Both have now gone more enterprise (Monday even more) But still with the vast majority of their customers SMB....
Dear SaaStr: What Are The Top 10 Metrics For SaaS Companies To Track?
Dear SaaStr: What Are The Top 10 Metrics For SaaS Companies To Track? The key KPIs for SaaS companies revolve around growth, retention, efficiency, and customer success. Here are the most critical ones: ARR (Annual Recurring Revenue): This is your North Star. It’s the...
AI Adoption: 5 Hard Truths About the Fastest Technology Transformation in History With Aaron Levie, CEO Box
We’ll do deep dives on all the SaaStr + AI Summit 2025 speakers soon! We wanted to kick it off with some of the key insights with Box CEO Aaron Levie and IBM VP AI Raj Datta: The Numbers Don’t Lie – ChatGPT Hit 500M Users in Just ~2 Years...
The Great AI Reset: It’s Time to Refound Your Start-Up. Now.
Is your B2B startup now part of the past … because it was founded before 2023? Maybe. Be honest. Has growth slowed while new AI entrants in your space are growting at epic rates? No one’s coming to save you. But … but … it’s too late to...
Founder SaaStr
Related Posts
