by Jason Lemkin | Jul 10, 2026 | 5 Interesting Things, Blog Posts, Scale
ServiceTitan has somewhat quietly become one of the most important vertical software stories of the past decade. It sells an end-to-end operating system to the trades: HVAC, plumbing, electrical, roofing, garage doors. And it just crossed a $1B revenue run rate the...
by Jason Lemkin | Jul 10, 2026 | Artificial Intelligence (AI), Blog Posts, SaaStr.Ai
ICONIQ just released the third edition of its State of AI report, subtitled “The Builder’s Economy,” built on a Q2 2026 survey of roughly 305 executives at software companies building AI products. The thesis moved in six months. The January edition...
by Jason Lemkin | Jul 10, 2026 | Blog Posts, Q&A |
Dear SaaStr: How Do We Reduce Churn? Churn is one of the most critical metrics in software. Maybe really the most critical in the end. With too much churn … in the end, it just doesn’t compound. It’s the silent killer of growth. You can’t scale...
by Jason Lemkin | Jul 9, 2026 | Blog Posts
With Harry Stebbings, Jason Lemkin, and Rory O’Driscoll We’re back in the studio. Or at least the Riverside. On the docket this week: Washington lifting the 19-day Fable 5 ban and what a structured pre-approval process means for shipping models going...
by Jason Lemkin | Jul 9, 2026 | Artificial Intelligence (AI), Blog Posts, SaaStr.Ai
Gamma is the anti-PowerPoint. Grant Lee and two former Optimizely colleagues set out to kill the blank page problem, and five years later they’re at $100M ARR, 50 million users, and 600,000 paying subscribers. Profitably. With a team of 50. They did the bulk of...
by Jason Lemkin | Jul 9, 2026 | Blog Posts, Career Growth & Advice, Early, Fundraising, Leadership, Q&A |
Dear SaaStr: Our VC Is Encouraging Us to Hire Aggressively and Increase the Burn Rate. Should We Listen to Them? In my experience, about 66-70% of the time this is bad advice, especially if it is coming from a Very Large VC. Not always. But more often than not. Why?...
by Jason Lemkin | Jul 8, 2026 | Artificial Intelligence (AI), Blog Posts, SaaStr.Ai
We closed out SaaStr AI 2026 with our deep dive AMA, and the theme this year: software is the least static it has ever been. The products we run change more in a month now than they used to in years. The old playbooks work but they are just … too slow. Planning...
by Jason Lemkin | Jul 8, 2026 | Blog Posts, Customer Success, Sales
The Discount That Would’ve Kept Us So we’re going to churn off Adobe Marketo. The irony: I was one of the first 10 Marketo customers. Ever. I’ve been a customer (with a break) for goodness, the better part of two decades. And a reference account for...
by Jason Lemkin | Jul 8, 2026 | Blog Posts, Early, Q&A |
Dear SaaStr: What Happens if One Founder Wants to Quit When the Startup Has Just Raised VC Funding? This, unfortunately, is more common that you might think. First, be completely upfront with your investors immediately. As tough as this may be, it’s not the...
by Jason Lemkin | Jul 7, 2026 | Artificial Intelligence (AI), Blog Posts, SaaStr.Ai
Someone on X this week made a claim that has truth in, but also radically overstates things: “I’ve built AI agents that do everything HubSpot would have done for me and more. And I’m not technically inclined.” I believe him. Because we’ve...
