Chris Clark, Co-Founder and COO of Open Router, sits at one of the most unique vantage points in AI — running the world’s largest AI gateway, processing over a trillion tokens per day across 70+ providers. Here’s what he’s actually seeing in the...
Dear SaaStr: A big customer payed for a year but doesn’t use the product. Should I just mark them as churned? No. Don’t necessarily count a big customer out that hasn’t deployed … yet. Instead, what you should try to do is renew them, especially...
Every year at SaaStr AI Annual, we run one event-within-the-event that consistently gets some of the best feedback of anything we do. The SaaStr CRO + CEO Summit. It’s back for 2026 — invite-only, capped at 100 CROs and 100 CEOs, and this year the conversation...
We all know software stocks have entered a bear market in 2026. But the debt side of software might end up being a much bigger deal. IGV is down 23%+ year-to-date. $285 billion in market cap wiped out in a single day. Software P/S ratios compressed from 9x to 6x —...
If you want to know how B2B marketing and IT spend is really doing — not the narrative, not the vibes — look at the two companies that literally exist to sell into those budgets: Gartner and Forrester. Both just reported their Q4 2025 / full year results. And the...
Dear SaaStr: When Is It Worth Enforcing an Autorenewal Clause if the Customer Doesn’t Want to Pay? Dear SaaStr: When Is It Worth Enforcing an Auto-Renewal Clause if the Customer Doesn’t Want to Pay? Never. Just turn it off. Auto-renewal clauses are absolutely...
With Harry Stebbings, Jason Lemkin, and Rory O’Driscoll Anthropic raises $30 billion at a $380 billion post-money. Thrive closes a $10 billion fund the same week. OpenClaw’s creator joins OpenAI. Workday’s founder comes back. And public B2B software...
A lot of people counted Figma out after the Adobe deal collapsed. And then again as the stock price fell again and again post-IPO. They were wrong. Figma just reported Q4 2025 earnings, and the numbers are genuinely remarkable — not just for a design tool company,...
Divvy Homes just sold to Brookfield Properties for $1 billion. The founders got $0. The employees got $0. Even most of the venture investors got $0. A billion-dollar exit. Zero for the people who built it. A company that once had a $2.3 billion valuation, that raised...
So several times now I’ve seen the #1 sales rep that was just crushing it for quarter after quarter … then a few years down the road … later become one of the lowest performers. From #1 to the bottom of the leaderboard. And the fall often happens pretty quickly,...
