The IGV software ETF just entered a bear market. ServiceNow is down 50% from its highs. Salesforce and Workday have been crushed. And somehow, the little developer cloud that everyone wrote off is one of the only winners left standing. Let’s set the scene. It is...
Dear SaaStr: Is it Wisest to Approach One Investor at a Time? No. First, it takes too long. If a VC doesn’t know you, and you aren’t a “super hot” start-up, even if you do get a term sheet — it may take months. Yes, term sheets get done in one day. I haven’t done...
When AI threatens to eat your company, only the founder can rewrite the menu. There’s a moment in the life of every successful B2B company where the founder steps back and says: “I built this thing. It works. Let the professional operators take it from...
The Bottom Line: Lightfield is the AI-native CRM built by the founders of Tome — the presentation tool that hit 25 million users and raised $81M from Coatue, Greylock, Lightspeed, 8VC, and GV at a $300M valuation. CEO Keith Peiris and CPO Henri Liriani (both ex-Meta,...
Dear SaaStr: I am a startup founder that writes extensive monthly report to investors. We are also doing weekly meetings, are they asking for too much of my time? Yes. Some rough rules: For every 1% of a company an investor owns, an investor should get one meeting a...
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...
Stripe just released its 2026 annual letter, and as always, it’s packed with data. But a lot of the letter covers stablecoins, agentic commerce protocols, and macro-economic commentary. All interesting — but let me pull out the 5 metrics that matter most if...
Dear SaaStr: How Do You Know When It’s Time to Leave Your Current Company and Move On? There are a lot of valid reasons to leave your job for a potentially better one. But — if your job isn’t bad, and your boss is pretty good, it’s worth...
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...
