5 Interesting Learnings from GitLab at $1.13 Billion in Revenue: 24% Billings Growth, $20M of Flex in Six Weeks, and 400 Basis Points of AI Margin Cost
Four months ago GitLab looked like the clearest AI casualty in public B2B: The stock was in the high teens. In May the company announced it would cut roughly 14% of its workforce, about 350 people, exit 22 countries, shrink its geographic footprint about 37%, and...
Stripe’s AI CRO on the Fastest-Growing AI Companies: 175% Growth, 48% of Revenue From Outside the Home Market, and Agents About to Read More Stripe Docs Than Human
Stripe processes payments for most of the fastest-growing AI companies in the world, so it sees their actual revenue data. At her SaaStr AI session, Maia Josebachvili, Chief Revenue Officer of AI at Stripe, walked through what Stripe is seeing across its AI customer...
The SaaStr AI Guide to Building a Top-Tier Inbound AI Agent: 17,000 Conversations, ~600 Meetings Booked, and 60% More New Business
Our inbound AI agent has had 17,000 conversations with prospects in the last 12 months and booked about 600 meetings for SaaStr AI Annual 2026. And for 2027, it’s running almost 2x of the prior 12 months. Together with the newer self-serve agent we added on top...
Being a System of Record Helps With Retention. But Alone, It Won’t Equal Growth
The other day ServiceTitan shut off Podium’s integration for roughly 1,000 shared customers after a nine-year partnership. LinkedIn and X mostly framed it as a breakup. It’s really a case study in what owning the record can and can’t do for you....
What’s Truly “Great” Now in B2B + AI Per ICONIQ? 115% Growth at $100M+, 55% Gross Margins, and $655K in Revenue Per Employee
ICONIQ just published The Pacesetter Index. It replaces their Enterprise Five Scorecard, and shows the real growth rates and metrics for the top venture-backed startups. Not the average. But to be clear, what most VCs want to fund, The pool: the top public software...
We Run 21 AI Agents and They’ve Closed Millions. But There Still Isn’t a Good AI Account Executive. Yet
We run 21 AI agents in production at SaaStr. They have closed millions in revenue. They book meetings on Saturday nights, resurrect leads nobody had touched in six months, run the invoice and the collections follow-up, and write to Salesforce all day without asking...
Harvey Puts a Former Practicing Lawyer in Every Deployment. About 180 of Them. Here’s How That Model Works
Everybody in B2B AI is rediscovering forward deployed engineers right now. Palantir ran the model for two decades, OpenAI built a team, and everyone has figured out agents don’t deploy themselves effectively. Not well at least, not yet at least. Harvey runs two...
ElevenLabs Went From $0 to $600M+ ARR in 41 Months. When the AI Agent Closes the Deal, They Still Pay the Human. With Carles Reina, First VP of Revenue
Carles Reina was employee #4 at ElevenLabs and its first go-to-market hire. He was also its first investor. He spent the first nine months selling enterprise deals by himself, then built the entire commercial org, and has now moved full-time to Baobab Ventures, the...
Meet Our Agents: What All 20 Actually Do, What They Refuse to Do, and Every Place They’ve Failed Us
A post by Brad Blumberg on LinkedIn week described how SaaStr runs on roughly 3 humans and 20-30+ AI agents. It was a fun summary so I thought we’d do a detailed latest dive on what each agent won’t do, where each one has broken, and which ones we’ve...
The CPOs of Harvey, Glean and Rubrik on What It Actually Takes To Ship a Category-Winning Agent
For about ten years, chief product officer was the best job in B2B. You brought your mug to the office, told the team what you were shipping this year, moved a few things to next quarter, and when an investor asked for a feature you said it was coming. And sometime,...
Our Newest AI Agent Is a Renewal Agent. It Builds a Better Renewal Deck Than Any Human Could, For Every Single Account. Not Just the Big Ones.
Every company cuts the same corner on renewals. You go top down. Your biggest accounts get a real custom deck with their actual results in it. Everyone else gets a templated follow-up email. Not because you don’t care about them. Because nobody has a week to...
ICONIQ: The 100%+ Growers Added 133% More Headcount in H1 2026. But The 50%-100% Growers Cut Hiring Almost in Half.
New ICONIQ data (as of 08/04/2026, covering 2022 through Q2 2026) on median headcount change by revenue growth band. ICONIQ’s own framing was that AI isn’t freezing headcount at hypergrowth companies, and that part is right. The more useful story is in the...
We’ve Been Running Salesforce Headless for 6 Months on Our Own “Claudeforce.” We’re Never Going Back
For the past six-plus months, almost no one at SaaStr has logged into Salesforce. The data is all still there. We still pay for it. We still depend on it. We just stopped using the UI as the primary way to get at any of it. Some context on why we did this. SaaStr runs...
Owner.com Did an AI Rebuild to Accelerate Past $100M ARR. The 7 Top Lessons, and What It Takes to Copy Them
Their own customer research said restaurant owners feared AI. It was three months old and completely wrong Adam Guild CEO of Owner.com gave one of the more useful operator talks at SaaStr AI 2026 this year: three years of rebuilding Owner.com around AI, from a website...
Founder SaaStr
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