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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
Founders Are Coming Back to Run Their Pre-AI B2B Companies. Because It’s The Last Stand.
1+ week, 25+ min ago (1358+ words) by Jason Lemkin | Blog Posts, Leadership I’m seeing more and more founders come back to run their pre-AI B2B companies. Not because the board panicked over a bad quarter. Because it’s The Last Stand. The pattern shows up at companies big…...
5 Interesting Learnings from Salesforce at $45 Billion ARR: 14% cRPO Growth, 6% Organic Growth, and $2.53 of EPS From Its Anthropic Stake
1+ week, 4+ day ago (792+ words) by Jason Lemkin | 5 Interesting Things, Blog Posts, Scale Salesforce reported Q2 FY27 on August 26 and the stock went up a stunning 23%. And almost every other B2B stock went up along with it, Is the SaaSpocolypse … over? Well, it may be past the panic…...
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…...
ICONIQ: The 100%+ Growers Added 133% More Headcount in H1 2026. But The 50%-100% Growers Cut Hiring Almost in Half.
1+ week, 5+ day ago (572+ words) by Jason Lemkin | Artificial Intelligence (AI), Blog Posts, Growth, SaaStr.Ai, Scale New ICONIQ data (as of 08/04/2026, covering 2022 through Q2 2026) on median headcount change by revenue growth band. ICONIQ’s own framing was that AI isn’t freezing headcount at hypergrowth companies, and…...
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…...
20VC x SaaStr: Nvidia Pays $6B for Poolside’s Model Factory, OpenAI Has to Go Public in 2027, and Why $9B No Longer Clears the Bar for Seed
2+ week, 3+ day ago (1666+ words) by Jason Lemkin | Blog Posts Harry Stebbings, Rory O’Driscoll and I went through Nvidia’s ecosystem spending spree, OpenAI’s move from number one to number two, and what happens to CFO budgets when your best people are addicted to tokens. Nvidia…...
5 Interesting Learnings from Box at $1.29 Billion in Revenue: 17% Billings Growth, 106% NRR, and 20 Basis Points of AI Margin Cost
2+ week, 4+ day ago (1217+ words) by Jason Lemkin | 5 Interesting Things, Blog Posts, Scale Box reported Q2 FY27 and saw real if modest acceleration: Box is one of the cleanest live tests in public B2B of a question a lot of founders are working through right now. Take a…...
The 3 New Pricing Models in B2B. Pick One, Because The Old One (Just Seats) Really is Dying
2+ week, 5+ day ago (1578+ words) by Jason Lemkin | Artificial Intelligence (AI), Blog Posts, SaaStr.Ai Henry Schuck, CEO of ZoomInfo, just posted his read on where B2B pricing is going. His summary, after talking to the world’s most expensive consultants and hundreds of his own customers:…...
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:…...
Everyone Ends Up With a Sales Team. Even in the AI Era. The Team Just Scales Later Now. See, E.g., Replit, Gamma, Lovable, Anthropic, etc.
3+ week, 4+ day ago (1349+ words) by Jason Lemkin | Blog Posts, Sales Amjad Masad, founder and CEO of Replit, posted the other day: He goes on: for most of the last decade he was a typical tech guy. Build a good product, put it on the…...