5 Interesting Learnings from Valve at $17 Billion in ARR
So Valve isn’t a B2B company per se, but it has evolved from a gaming platform to an epic marketplace (Steam) with unit economics that are almost unprecented. I still think we can learn fro it. Valve will generate over $17 Billion in total gross revenue and $4...
How OpenAI Built a Global CS Organization in 18 Months: Vanessa Gatihi’s Playbook for AI-Powered Customer Success
Vanessa Gatihi joined OpenAI as their first customer success hire 18 months ago. Today, she leads a global CS team as Head of AI Deployment & Adoption spanning San Francisco, New York, Munich, Paris, Dublin, London, Singapore, and Korea, serving a thriving...
The First $100,000,000 ARR at Datadog: How Founder CEO Olivier Pomel Built a Customer-Centric Monitoring Giant
Ahead of SaaStr AI London on Dec 1-2 (See you there!) we’re taking a look back at some of our favorite sessions from our European events. It was so great when Olivier Pomel, founder CEO of Datadog, joined us as they crossed $100,000,000 ARR in a candid...
Dev Steps Down as CEO of MongoDB: The Beginning of the End of an Era?
When the Board asks if you can commit for another five years, and you can’t answer — that’s the signal MongoDB announced that Dev Ittycheria is stepping down as CEO after 11 years at the helm. CJ Desai, formerly of Cloudflare, takes over as the next CEO....
Who’s Just Crushing It in SaaS Today: Palantir, Rubrik, Figma, Klaviyo, Snowflake and Shopify
Seven public B2B / SaaS companies are growing 30%+ ARR at $1B+ ARR — and command premium valuations. That’s the trifecta. 30%+ growth at $1B ARR, and accelerating. Palantir accelerated from 30% to 48% (+18 points). Figma maintains elite 48% growth....
5 Interesting Learnings from MongoDB at $2.4 Billion in ARR
MongoDB is back. It saw growth slow materially for a while, to as low as 13% … but it’s back. And it’s now an AI Beneficiary. At $2.4 Billion in ARR, growth has reaccelerated to 24%. And the stock is up a stunning 45% this year. 5 Interesting...
5 Interesting Learnings From Klaviyo at $1.2 Billion in ARR
5 Interesting Learnings From Klaviyo at $1.2 Billion in ARR Perhaps the most undervalued public B2B / SaaS leader today. At just 6.1x ARR multiples with 32% YoY growth, Klaviyo is trading at a significant discount to peers with similar growth profiles. The company is...
5 Interesting Learnings from Wealthfront at $340,000,000 in “ARR”
So Wealthfront is one of the latest tech leaders to file to IPO after a long journey, starting back in 2008 (!). It’s an interesting fintech if not a SaaS company per se, one we can learn some things from: The Core Metrics Scale & Growth: $70.4B in AUM (up...
5 Interesting Learnings from Navan at ~$700,000,000 ARR
So Navan is the latest B2B leader to file to IPO, and it should be an interesting one to watch. The numbers are strong, but not Figma strong. How will the markets see it? The margins are strong, but it’s not pure software. Will the markets care? And...
The GTM Playbook for Building a $300M+ ARR Business: Lessons from ClickUp’s COO Gaurav Agarwal
How to scale from startup to $300,000,000+ ARR by mastering the fundamentals of go-to-market strategy Building a billion-dollar B2B business isn’t about finding secret hacks or silver bullets. They don’t last or scale. It’s about mastering...
IPOs Fire Up Even More in September: This Week It’s Netskope and StubHub
The IPO Market Has Awoken: This Week, StubHub and Netskope Lead Tech’s Return to Public Markets After years of IPO drought, September 2025 delivered the most concentrated IPO activity since November 2021, with over $6 billion raised across multiple landmark...
5 Interesting Learnings from Figma at $1 Billion in ARR
So Figma recently closed its first full quarter as a public company and man it was a good one: Figma crossed $1B ARR growing a stunning 41% With $100m+ of net income And 24% free cash flow margins Just … wow. Many of the public B2B and SaaS leaders may be...
The Great IPO Awakening: Are We Back?
Last week marked the busiest IPO stretch since 2021. Six companies raised $4.4 billion in five days. But is this the sustainable comeback founders and VCs have been waiting for, or just another false dawn? The IPO window isn’t just cracking open—it’s...
The Richest Person Battle: What Larry Ellison’s Rise to #1 Tells Us About AI, Enterprise Software, and Why Revenue Still Matters Most
TL;DR: Larry Ellison, founder of Oracle way back in 1977 (!), is about to become the world’s richest person, surpassing Elon Musk (at least for now), thanks to Oracle’s AI surge. Here’s what every B2B founder needs to know about this wealth flip. ...
Founder SaaStr
Related Posts
