SaaStr
saastr.com · EN
- 13posts a week
- 9 Novlast post
- #5in Startups
B2B + AI Community, Events, Leads
Subscribe
Latest posts
Dear SaaStr: What Can a Startup Do to Get Their Customers to Pay on Time?
We found it fairly easy once we worked out a good process. Treat your customers with respect, be understanding … and then respect the value of your service. Here’s what we worked out: 1. Communicate. Notify customers 60 days prior to renewal that they have 60 days to pay in a proper, corporate…
Jason’s Takes on This Week’s 20VC: A 72% Cost Drop on Our Own App, the $100M Acquisition Bar, and DoorDash’s Third Competitor
The decisions behind this week’s headlines: how to price for falling model costs, how to report growth when your percentages are shrinking, and why you need to test whether you’re expanding the TAM or just taking share. On Thursday’s 20VC x SaaStr, Harry, Rory and I covered OpenAI cutting its…
Why Your Revenues Often Only Sort of Matter When You Get Acquired by a Strategic. Even Though They Are Usually How a Deal is Priced
Patrick Collison posted an update on Privy, the wallet infrastructure company Stripe acquired a little over a year ago. The numbers since the deal closed: Assets in Privy wallets up ~25x Monthly active developers up ~3x Revenue up ~9x Nearly $25B a month in transaction volume Ramp, Deel, Klarna…
Dear SaaStr: What Are the First Things VCs Notice When a Team of Founders Starts Pitching to Them?
Their confidence. That’s the first thing you see: Are they confident in their progress? Are they confident in their metrics? Do they know them cold: customer count, ACV, # leads, etc.? Do they have confident, credible, data-driven reasons to meet the plan for this year? Are they confident as a…
A Critical App We Pay For Went Down for 2 Days. They Never Offered a Credit. I Won’t Forget.
We recently had a critical app go down for almost two full days. Work stopped, the team built workarounds in spreadsheets, and someone asked for an update every few hours. Outages happen. I’ve been on the vendor side of this. Every B2B company that runs long enough will have a bad day, and some…
Gartner Sees Software Growing 14.6% to $1.68 Trillion in 2027: Models at 117%, AI App Platforms at 39%, and Price Increases Doing a Lot of the Work
Gartner released its latest IT spending forecast on October 21. Worldwide IT spending will reach $7.35 trillion in 2027, up 15%, crossing $7 trillion for the first time. Most coverage focused on data centers. Data center systems add $487 billion in 2027, about half of the total increase. For B2B +…
SaaStr AI App of the Week: Base44. One Founder, Zero Funding, $80 Million From Wix in 6 Months. Now at $200 Million ARR.
Every few years a company comes along that rewrites what founders think is possible. Base44 is that company for the AI era. In January 2025, Maor Shlomo, a 31-year-old former Israeli Intelligence Corps officer coming off reserve duty, started building an AI app builder as a side project. He funded…
Top 5 Learnings from Vercel’s COO: 10 SDRs Down to 1, a $5K-a-Year Lead Agent, and 93% of Support Cases Handled by AI
SDR Quotas Up 30%, a Support Agent Built In-House in 2 Months, and Why Vercel Will Drop Any Tool Without an API "At @vercel we ran our AI SDR in shadow mode for 6 weeks. Our best AI SDR reviewed every single output to improve the flywheel. And then finally, she couldn't improve it anymore…
SaaStr AI and 10K Featured in Wall Street Journal
Today’s WSJ CMO Today piece from Patrick Coffee looks at lean startups that use specialized agents as their heads of growth and design. SaaStr is in it. The photo caption gets the main fact right: we had a four-person marketing team, and earlier this year we handed most of that work to one AI…
20VC x SaaStr: OpenAI Cuts to $1.25 Trillion, Anthropic’s Growth Goes From 12x to 2x, and Why Agents Are an Existential Risk to DoorDash
Alphabet loses about $500B in market cap, DoorDash buys Instacart for $17B, Kalshi hits $40B a day after criminal charges, and we each had to pick one deal to take to IC: Cognition, Baseten or Serval. This was one of the busiest weeks we’ve had on the pod. The AI trade wobbled hard. OpenAI took…
We Ran an Email Deliverability Bake-Off Across 3 Vendors and 500,000+ Emails This Week. Our AI Agent Ran All of It.
We’ve run vendor bake-offs at SaaStr for as long as we’ve bought software. Everyone has. They used to look about the same every time. A few demos. A two-week trial. Someone on the team sends a few hundred test emails, checks the dashboards, and builds a spreadsheet. The decision then mostly comes…
SEO May Be Dead. Shopify Just Paid ~$100 Million for Shop.com Anyway.
The old SEO playbook is breaking. If your pipeline depends on Google sending you clicks, you’ve probably watched those clicks shrink over the last 18 months. We’ve seen it at SaaStr too, and I’ll share our numbers below. In the same year, Shopify paid what’s reportedly the most money ever spent…
The Top 1% of AI Spenders Stalled in Q3. So Did Anthropic’s Dollar Growth.
Ramp’s latest AI Index, built from transactions at 85,000+ US businesses, shows the heaviest AI spenders peaking in July. Anthropic’s amended S-1, filed this morning, shows its quarterly dollar add shrinking for the first time. The top 1% of firms on Ramp spent less on AI per employee in September…
AI Spend Hit $177 Billion This Year. Only 22% of It Came Out of Software Budgets. The 4th Annual State of Enterprise AI Report from Menlo Ventures,
Menlo Ventures just released its fourth annual State of Enterprise AI report. Enterprises will spend $176.8 billion deploying AI in 2026, up 5.4x from $33 billion in 2025. AI deployment spend now equals about 30% of public cloud revenue, up from about 6% a year ago. For B2B founders, the more…
5 Interesting Learnings from Anthropic at $17 Billion in Quarterly Revenue: $5.4B Added vs. $6.8B the Quarter Before, 900% NRR, and $895 Billion in Compute Commitments
Anthropic filed its amended S-1 this morning, with audited Q3 numbers that replace what leaked from October’s investor day. Revenue rose to $16.96 billion from $11.56 billion in the second quarter. That is up 1,127% from $1.38 billion a year earlier and 47% from the second quarter. The cost side…
Why You Don’t Want Humans Doing Outbound Anymore
This week a sales rep at one of the leading public B2B software companies emailed me twice in 48 hours. The first email offered “insight” on buyer intent and AI efficiency, shared none, listed their three product lines, and asked if I wanted to “benchmark” their software. The second email, sent…
When Growth Slows, Folks Start Wanting to Do the Crappy Things. Fight It.
So when growth slows, the conversations change. Especially from your CRO. When growth slows, the conversations change. Especially from your CRO. You start to hear: A ton of talk about raising prices. A lot. There are good reasons to raise prices. You added a lot of value, the market moved, you were…
Jason’s Takes on This Week’s 20VC: Anthropic’s S-1, Microsoft’s 27% Buyout, and My 100-Day Rule
What founders should do differently after Anthropic’s S-1, Microsoft’s buyout offer, Cloudflare’s 20% cut, and a Qwen model trying to reach a server in Beijing Every Thursday, Harry, Rory and I go through the week’s news on 20VC x SaaStr. Here are the 10 things from this week’s episode I’d want a…
Our Core Vendor Was Down for 24 Hours. Our AI Agent Replaced Them Before They Came Back Up.
The other day one of the core products we run SaaStr AI on went down the entire day. Not degraded. Down. For the entire day. Every screen in the app showed a large “INTERNAL ERROR.” The API returned the same thing, which meant every agent workflow that touched this product stopped cold. And we…
SaaS Isn’t Dead. Old SaaS Is Dead: Sierra Adds $150M ARR in One Quarter While ServiceNow Drops 27% in a Day
Two things happened within 24 hours this week. Together they say more about where B2B is going than most of the “SaaS is dead” takes from the past 18 months. On Thursday, shares of ServiceNow fell 26.9%, while the S&P 500 slipped 0.3%, after its October 28 Q3 report. On Friday morning, Bret Taylor…
In the directory since 14 Oct 2026 · last checked 9 Nov 2026 · RSS