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— Jason ✨👾SaaStr 2025 is May 13-15✨ Lemkin (@jasonlk) April 17, 2024 By Amelia Ibarra | March 6, 2025 Across nearly 100 sponsors and 10,000 attendees, we share an inside look at the latest event trends, sponsor data and attendees from SaaStr Annual. One of the classic original SaaStr posts was on the Top 10+ Questions
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News
20VC x SaaStr: Nvidia Guides to 70% Growth, 1,000 Agents Breach Hugging Face, and Clay at $7B
1+ week, 3+ day ago (1804+ words) by Jason Lemkin | Blog Posts This week on 20VC x SaaStr, Harry Stebbings, Rory O’Driscoll and I went through Nvidia’s $96.2B quarter and its 70% forward guide, the $12.9B Hugging Face deal, OpenAI cutting off Cursor, the agent swarm that sat inside Hugging Face…...
Only 7 Public B2B Companies Are Growing Over 30%. In the AI-Native Cohort, That Would Be Last Place
2+ week, 6+ day ago (1419+ words) by Jason Lemkin | Blog Posts, Scale Seven public B2B software companies are growing faster than 30%. Here they are, most recently reported quarter, straight from the earnings releases. Annualized is that quarter’s revenue times four. It’s a rough figure, and for companies…...
Stripe Buys OpenRouter for $7B, Anthropic Turns Its First Profit, and Silver Lake Circles Workday at $43B: 20VC x SaaStr
3+ week, 1+ day ago (1697+ words) by Jason Lemkin | Blog Posts Plus the math that has to be true for AI to reach $600B in revenue: $100K of tokens per engineer, and 30% fewer engineers. A heavy week on 20VC x SaaStr with Harry Stebbings, Rory O’Driscoll and Jason Lemkin:…...