ICONIQ Capital just released their January 2026 “State of AI: Bi-Annual Snapshot” report, surveying approximately 300 executives at software companies building AI products. The respondents include CEOs, Heads of Engineering, Heads of AI, Heads of Product,...
Nebius is one of the most successful hyperscalers and it seemed to come out of nowhere. But it didn’t — it spun out of Yandex after the 2022 geopolitical chaos, started essentially from scratch with their brand, and built a GPU cloud business that’s...
Dear SaaStr: What’s the #1 Reason You See Sales Reps Fail These Days? The #1 reason I see sales execs struggling today in new roles: they are convinced their playbook is better. And refuse to run the one that is already working. They are convinced they know...
M&A hit record highs last year. But like so many things in the AI Age, the benefits were not evenly distributed. For Plain Vanilla SaaS? PE has checked out. There’s a tough topic that it’s time to be honest about in 2026: PE is no longer coming to the...
Zylo is an saas expense management platform, which gives them a fair amount of data and insight into B2B spend. Each year they do a SaaS Management Index report, the latest one is out. It’s built on real data—$75B+ in SaaS spend, 40M+ licenses under...
The Bottom Line: Relevance AI isn’t another single-purpose AI agent. It’s the platform where your ops team — not your engineers — builds, deploys, and manages a full AI workforce. Canva, Databricks, KPMG, Lightspeed, and Autodesk are already running...
Dear SaaStr: Can A SaaS Startup Really Scale With 2 Co-CEOs? Many will tell you it’s a bad idea, and it probably is — in most cases. I sort of tried this myself, and it didn’t quite work. We had all the classic problems of unclear authority, especially...
With Harry Stebbings, Jason Lemkin, and Rory O’Driscoll SpaceX just absorbed xAI and Twitter into a $1.25 trillion private company. Public B2B stocks are down 30-40% in five weeks. Microsoft lost $360 billion in market cap in a single day. Waymo raised $16...
We’ve spent 20 years building incredible SaaS applications. Salesforce. HubSpot. Workday. ServiceNow. Thousands of others. They’ve transformed how businesses operate. They’ve created hundreds of billions in value. They’ve made things possible...
ICONIQ’s latest State of AI report has a chart that summarizes a question many B2B founders and boards think about constantly: How Much Should I Spend on AI Inference? At scaling-stage AI companies, model inference now averages 23% of total AI product costs....
