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The SaaS Rout of 2026 Is Even Worse Than You Think. For the First Time Ever, Software Now Trades at a Discount to the S&P 500.
Most of us have been doing this long enough to remember when software stocks trading at 40x forward earnings felt cheap. That era appears quite .. over. Software forward P/E multiples have now fallen below the overall S&P 500. Not at parity. Below. This has never happened before. Not in 2022 when rates spiked. Not…
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Artificial Intelligence (AI), Blog Posts, Q&A, SaaStr.Ai
Dear SaaStr: How Long Does It Take to Deploy an AI SDR?
Longer than the vendor told you. But shorter than hiring another rep. Here’s the real answer: the technology is live in days. The training that makes it actually work takes 60 days of focused effort. Most companies skip the training. That’s why most AI SDR deployments fail. Let me break down what the work actually…
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Artificial Intelligence (AI), Blog Posts, SaaStr.Ai
You Can’t Train an AI Agent and Then Just … Go Away. We Did, It Fell Off The Rails. And We Didn’t Even Know.
We have an AI agent that we use all the time. One of our now almost 30. It’s a good one, people really like it, and importantly, it’s not directly connected to revenue. So we made a biggish mistake. We sort of ignored it once it worked and was dialed in. We’d set it up,…
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