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The GOATs of B2B: The Founders That Delivered The Biggest IPO Returns of All. 2000%+
Jul 31, 2025
Why the patient money in enterprise software creates the most extraordinary wealth Everyone knows B2B software scales beautifully—recurring revenue, sticky customers, predictable growth. Even in the age of AI. But here's what most investors miss: if you stick with...
Dear SaaStr: Can You Ever Get Past 100% NRR If You Sell Just to SMBs?
Jul 31, 2025
Dear SaaStr: Can You Ever Get Past 100% NRR If You Sell Just to SMBs? Yes ... but probably not if you are single product, and don't go at all more upmarket. SMBs churn at the highest rate, often as high as 3% a month for the lowest end of SMB / prosumer. So unless...
The Complete Guide to Vibe Coding Without a Developer: The 14 Key Lessons to Learn Before You Start
Jul 30, 2025
The Complete Guide to Vibe Coding: 14 Hard-Won Lessons for Building Your First Commercial App I recently spent almost 100 hours working to vibe code a commercial grade app. It was thrilling, addictive—and challenging in ways I did not respect. I've talked to a ton of...
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The GOATs of B2B: The Founders That Delivered The Biggest IPO Returns of All. 2000%+
By Jason Lemkin | July 31, 2025
Why the patient money in enterprise software creates the most extraordinary wealth Everyone knows B2B software scales beautifully—recurring revenue, sticky customers, predictable growth. Even in the age of AI. But here’s what most investors miss: if you stick with these companies for decades, through IPO and beyond, the returns become absolutely astronomical. We’re not just…
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Blog Posts, Q&A
Dear SaaStr: Can You Ever Get Past 100% NRR If You Sell Just to SMBs?
By Jason Lemkin | July 31, 2025
Dear SaaStr: Can You Ever Get Past 100% NRR If You Sell Just to SMBs? Yes … but probably not if you are single product, and don’t go at all more upmarket. SMBs churn at the highest rate, often as high as 3% a month for the lowest end of SMB / prosumer. So unless…
Continue Reading
Blog Posts
The Complete Guide to Vibe Coding Without a Developer: The 14 Key Lessons to Learn Before You Start
By Jason Lemkin | July 30, 2025
The Complete Guide to Vibe Coding: 14 Hard-Won Lessons for Building Your First Commercial App I recently spent almost 100 hours working to vibe code a commercial grade app. It was thrilling, addictive—and challenging in ways I did not respect. I’ve talked to a ton of great vibe coders during it, including several top CTOs,…
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