Anyone investing (including me) has been spending a lot of time with both AI-native startups and traditional B2B companies lately. We see what the newcomers are doing, what the hypergrowth players are doing, and how the incumbents are handling the AI Age. The...
Most of the AI agent content out there follows the same script: we deployed an AI SDR, here are the results, wasn’t that amazing. Nobody talks about what happens when you have multiple agents. When you have an AI SDR in Artisan, another one in Salesforce...
I was in a board meeting last week for a breakout AI B2B leader at $100m+ ARR and the team was excited … but stressed. Why? So many of their largest customers were happy to sign relatively large checks for their AI Agent. Six figures. Some even seven. The product was...
Anthropic just published a breakdown this week of where AI agents are actually deployed across nearly 1 million real production tool calls. Software engineering sits at 49.7%. Sales and CRM is at 4.3%. Finance at 4.0%. Legal at 0.9%. At first it might seem to say AI...
There’s been a massive SaaS sell-off since mid-2025. Multiples compressed. Growth stocks punished. The “SaaS is dead” takes are everywhere again. B2B isn’t dead. Software is still eating the world. Businesses still need tools. Enterprise...
For most of the past decade-plus, B2B software had a beautiful, almost boring stability to it. You’d build a product. You’d get it to $1M ARR. Then $10M. Then $100M. And the product you were selling at $100M ARR looked … pretty much the same as what you...
SaaStr AI 2026 is running 132% of where we were at this point last year. Tickets are up. Sponsors are up. See everyone in San Francisco, May 12-14. We’ve got the best of the best coming — Databricks, Replit, Agentforce, Lovable, Google Cloud, and so much more....
We’re now nine months into running SaaStr AI as three humans, one dog, and 20+ AI agents. We’ve vibe-coded 8+ apps into production. We’ve bought dozens of third-party AI tools. And in the last two weeks alone, we built two new apps — one...
Salesforce has now shipped three different pricing models for Agentforce — in roughly 18 months. First, $2 per conversation when they launched. Then Flex Credits at $0.10 per action in May 2025. And now per-user licenses starting at $125/user/month with what Benioff...
Gartner just updated its 2026 IT spending forecast, and the headline numbers are even bigger than what we covered back in the fall. Total worldwide IT spending is now projected to hit $6.15 trillion in 2026, up 10.8% year-over-year. That’s revised up from the...
Not every role goes away. Not every AI works without humans. But if you’re still running a 2021 sales org, you’re already behind. I’ve been getting a ton of questions about what the sales team actually looks like in 2026. And I’ve been living...
New data from Pave across 386,500 new hires tells a striking story: the percentage of new hires going into Customer Support has dropped from 8.30% in Q4 ’23 to just 2.88% in Q3 ’25. That’s a 65% decline in two years. And the curve is accelerating —...
Anton Osika, the CEO of Lovable, just shared something really interesting — their top 4 actual use cases for vibe coding in businesses right now. Lovable is now the second-fastest growing software product among businesses on Ramp. These are the main use cases for...
There’s a growing wave of AI agent skepticism on LinkedIn right now. And honestly? Some of it is earned. A lot of founders bought an AI SDR, didn’t train it, and got garbage results. Then they posted about how “AI agents don’t work.” But...
So we talk a lot about growth rates slowing across B2B and B2B + AI. And for many companies, they have. Snowflake is growing ~25-30%. Most public software companies can’t even crack 40%. The median growth rate on the BVP Cloud Index has been grinding lower for...