SaaStr

JUNE 7, 2025

New spending data from Ramp reveals a possible trend: end user AI adoption may be hitting its first growth slow down. The AI adoption party might be slowing down—at least temporarily. 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.

Growth 110

Growth Represent Government Pipeline 110

Partners in Excellence

JUNE 7, 2025

The first Saturday every month, Ned , Jack , Tom and I jump on a Zoom call. They are roughly 60 minutes, generally run a few minutes longer. No agenda, we tend to wander around 3-5 topics. We started congratulating Jack on his new grandchild. We moved on to congratulate Tom on appearing on the Chris Voss podcast. It was a fascinating, deft tug of war.

Hospitality 58

Hospitality Follow-up Start-ups Presentation 58

SaaStr

JUNE 7, 2025

Dear SaaStr: We Have More Than 20% Churn Our First Month. What Should We Do? This is pretty common in the prosumer space and especially in mobile subscription apps. And even where you don’t see 20% churn the first month with SMBs, it often lurks, because most B2B apps in SaaS don’t even get 80% of their SMBs activation the first month. This is a classic onboarding and activation problem.

B2B 73

B2B Growth Product Customers 73