SaaStr

MAY 16, 2025

Owner’s $120M Round: What It Tells Us About 2025’s Funding Environment Owner just raised $120M at a $1B+ valuation with $40M ARR growing 10% month-over-month. Marketing and AI: What CMOs Are Really Buying Products like Clay are winning because they’re solving an existential threat for CMOs. The process?

Strategic partnership 113

Strategic partnership Construction Manufacturing Strategize 113

SaaStr

JUNE 20, 2025

The Great Spending Showdown: AI vs SaaS in 2025/2026 — What Every B2B Leader Needs to Know We’re witnessing the most dramatic shift in enterprise tech spending since the cloud migration began 15 years ago. The numbers are staggering: AI spending is set to hit $644 billion in 2025, growing at a mind-bending 76.4% year-over-year.

Government 115

Government Legal Engineering Growth 115

Martech

DECEMBER 26, 2024

Digital, in-store, mixed phygital journeys theyre all on the table in 2025. The main message for marketers is to bring everything together. This will lead to higher demands for all digital experiences to be accessible in 2025. Now, theres no looking back. These experiences will be powered by AI.

Customers 125

Customers Government Healthcare Hospitality 125

SaaStr

MAY 23, 2025

When SaaStr Fund made the first investment in RevenueCat back in 2018, nobody could have predicted that this “simple API for managing in-app subscriptions” would become the infrastructure powering 33% of all mobile subscription apps and reach a $500M valuation in 2025.

Launch 112

Launch Represent Niche B2B 112

Martech

APRIL 9, 2025

Consumer confidence is plunging along with the stock markets, and carefully crafted marketing plans are in tatters. No one knows how this will play out, but the crises of 2020 and 2008 offer lessons about what marketers should and should not do. And price gouging is not a great way of growing loyalty.” Processing.

Retail 96

Retail Strategize Gaming Start-ups 96

SaaStr

JUNE 30, 2025

revenue, ~$20B total funding 2025: $12.7B The B2B lesson : In winner-take-all markets, funding ahead of the curve beats efficient scaling every time. Raise for Market Timing, Not Just Runway OpenAI’s $40B round in March 2025 wasn’t about need — it was about opportunity. revenue, ~$13B total funding 2024: $3.7B

Growth 70

Growth B2B Launch Follow-up 70

SaaStr

JUNE 7, 2025

Fresh data from Ramp’s AI Index suggests that the meteoric rise in business AI spending might be showing signs of deceleration, raising questions about whether we’re witnessing market maturation or beginning to hit a potential adoption ceiling: The numbers tell a nuanced story. While overall AI penetration among U.S.

Growth 112

Growth Represent Government Pipeline 112

SaaStr

JUNE 8, 2025

e.g. on the AI Slow Roll: The Brutal Truth About Today’s SaaS Market: From DPI vs TVPI Wars to the AI Slow Roll Killing B2B Companies A deep dive into the most pressing issues facing SaaS founders and investors in 2025, based on insights from top VCs and operators The venture capital world is having an identity crisis.

B2B 99

B2B Strategize Cross-sell Gaming 99

SaaStr

JULY 10, 2025

larger revenue base by 2025. Sometimes the bigger market wins, even with lower initial margins. Toast sacrificed early market share for market size optimization and is now leveraging scale to move upmarket. When are smaller customers “better”? margin) Net Income: $11.8M margin) Net Income: $11.8M

Strategize 70

Strategize Networking Represent Market share 70

SaaStr

JUNE 23, 2025

✨ Lemkin (@jasonlk) June 23, 2025 The $10M-$100M ARR Sprint: How Replit Became the Fastest-Growing “Vibe Coding” App (Or One Of The Fastest) A deep-dive into the AI development platform wars and why Replit’s 10x growth in 5.5 These are venture capital fever dream numbers. AI is incredible at writing code.

X-functional 85

X-functional Price Growth B2B 85

SaaStr

MAY 23, 2025

So we were back on 20VC this week in our Latest in Tech deep dive with Harry Stebbings and Rory O’Driscoll of Scale: “The State of SaaS 2025: IPOs, AI, and the Coming Shakeout” The IPO Window Is Cracking Open (Finally) Chime’s $1.67B revenue IPO is the canary in the coal mine. rodriscoll brings the insight.

Legal 69

Legal Price Niche Negotiate 69

SaaStr

JUNE 1, 2025

Business Model Implications: Training costs rising (now $100M+, heading to $10B+ per model) Serving costs plummeting Result: Commodity pricing pressure on model providers Opportunity: Massive new markets opened for AI-powered applications For B2B and SaaS SaaS: Your customers can now afford AI features they couldn’t before.

Electricity 105

Electricity Non-Profits Agriculture B2B 105

SaaStr

APRIL 17, 2025

PE firms won’t save struggling SaaS companies – They hate broad horizontal market SaaS companies without pricing power and prefer niche vertical software with market dominance. ” But VCs fund “broad horizontal markets where you can compete for a billion-dollar outcome.”

Price 99

Price Gaming Niche Growth 99

Martech

APRIL 8, 2024

She expects this and other genAI search innovations will mean huge changes in digital marketing. Gartner’s research has found that: By 2025, GenAI will be embedded in 80% of conversational AI offerings, up from 20% in 2023. Q: So I see how this can aid B2C marketers, but what about B2B?

B2B 119

B2B B2C Conversion Pitch 119

SaaStr

MAY 8, 2025

No VC firm in existence has actually achieved the market share required to make their model work mathematically. These funds can afford to pay premium prices for early deals, knowing they’ll make up the difference in later rounds. This bundling creates a structural advantage for mega funds with massive capital reserves.

Intrinsic 74

Intrinsic Growth Represent Market share 74