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20VC x SaaStr Is Back!!: Nvidia’s $20B Groq Grab, Meta’s $2.5B Manus Play, and Why “Invisible Unemployment” Will Define 2026

The latest from the 20VC x SaaStr collaboration with Harry Stebbings, Jason Lemkin, and Rory O’Driscoll Jensen Huang wanted the deal done before Christmas. He got it in two weeks. Nvidia just dropped $20 billion on Groq—a company doing sub-$50 million in revenue—because when you’re protecting a $3.5 trillion market cap, 1% is a rounding…
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Artificial Intelligence (AI), Blog Posts, SaaStr.Ai, Sales

How Personio’s CRO Built an AI-Powered Go-To-Market in Just 6 Months: 5 Lessons and 5 Mistakes

Philip Lacor is the CRO of Personio, a $3B+ HR and payroll platform with 1,500 employees, 15,000 customers, and a 400-person sales team. He shared their AI transformation journey at SaaStr AI London — and the learnings are a masterclass for any revenue leader trying to figure out how to actually deploy AI in GTM….
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Artificial Intelligence (AI), Blog Posts, SaaStr.Ai

The Rise of Invisible Unemployment in Tech: 2026 Will Be The Year When Everything Really Changes

Invisible Unemployment is going to really pick up in tech in 2026. It’s already here. It just doesn’t show up in the numbers yet. And yes, it’s fueled by AI—but not in the way most people think. The unemployment rate in tech looks fine on paper. Layoff announcements have slowed down from the bloodbath of…
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5 Interesting Things, Blog Posts, Scale

5 Interesting Learnings From Motive at $500,000,000 ARR. And The Match Up With Samsara.

Motive filed its S-1 to IPO, and now we can finally see the real numbers behind one of the fastest-growing fleet management companies ever built. And with somewhat direct competitor Samsara trading at a ~$20B market cap and just hitting GAAP profitability for the first time, this is the perfect moment to dig in. These…
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Artificial Intelligence (AI), Blog Posts, SaaStr.Ai

Your Job In AI + B2B in 2026: Grab The Tailwinds, For Real. It’s Not Too Late. But It’s Different. (Updated with Video)

The B2B market in 2025/2026 is experiencing a paradox that every founder, CEO, and investor needs to understand: there’s more capital, more budget, and more opportunity than ever before. But the thing is .. that incremental B2B budget it’s not evenly distributed. Not even close. If you’re not grabbing AI budget, you’re swimming against a…
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Artificial Intelligence (AI), Blog Posts, SaaStr.Ai

Right Now, Managing AI Agents is About as Much Work as Managing Humans. Just Different Work.

Here’s something almost nobody tells you when you deploy your first AI agent: you’re not eliminating management overhead. You’re trading one type of work for another. It’s different work. But it requires about as much time for oversight, review, and training as managing humans did. We’ve deployed 20+ AI agents at SaaStr over the past…
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Blog Posts

SVB’s State of the Markets Report: AI Isn’t More Efficient, VC Dollars Are Even More Concentrated, and M&A is Picking Up But Fewer Deals Make Money

The latest SVB State of the Markets report just came out, summarizing all their venture and startup activity through 12/31/25 or so. This is their 30th edition, and buried in these 34 pages are some hard truths that every founder, operator, and investor in B2B needs to internalize. I’ve pulled out the 10 most critical…
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Blog Posts, Career Growth & Advice, Customer Success, Customer Success, Growth, Q&A

What To Do When A Customer Wants to Cancel A Contract

Hopefully, 100% of your customers love you. But as time goes on, you’ll oversell a few deals. Or not quite deliver in some fashion. Or fail to deploy in others. And some customers will ask for their money back. When they e-signed binding, good old-fashioned contracts. What should you do? The simple answer “of course”…
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