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20VC x SaaStr: SpaceX at $1.25 Trillion, SaaS Stocks Down 40%, and the Week We Connected a Million AI Agents … Sort Of
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 billion at $110 billion. And somewhere on Moltbook, Jason’s AI agent accidentally…
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Artificial Intelligence (AI), Blog Posts, SaaStr Insider Series
Why a Lot of SaaS is Still “Terrible”: You Can’t Just Talk to It and Have It Do What You Want. It’s Time in the Age of AI.
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 that were unimaginable in the on-prem era. And yet. They’re still “terrible” to actually use. Not terrible like “doesn’t work.” Terrible like: you need…
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Artificial Intelligence (AI), Blog Posts, SaaStr.Ai
Inference Costs Average 23% of Revenue at AI B2B Companies. How Will You Pay For It?
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. Talent sits at 26%. Infrastructure and cloud at 17%. Think about that….
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"SaaStr is the largest community of people who like enterprise software on the planet. It’s a great community of people trying to build companies and learn from one another. It’s pretty amazing to see."
Aaron Levie, CEO and Co-Founder of Box
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Eric Yuan, CEO & Co-Founder of Zoom
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Lew Cirne, CEO of NewRelic
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Lew Cirne, CEO of NewRelic
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