Recent Posts
Video•Feb 24, 2026
AI Chips, Software Profit & Atlassian's Growth HACK! #shorts
The short‑form video stitches together a rapid‑fire commentary on the current state of SaaS growth, AI‑chip economics and Atlassian’s latest earnings, highlighting how profit and revenue stacks are being reshuffled amid the AI boom. Atlassian reported a 23 % year‑over‑year revenue increase and a 44 % rise in remaining performance obligations, a rare bright spot in a sector where founder‑led public SaaS companies are broadly decelerating. The speaker notes that open‑source large language models now compress the innovation cycle to under twelve months, forcing firms to monetize infrastructure spend quickly. Key soundbites include, “you’ve got to show me the money in 2026,” and “all that infrastructure spend goes to inference has to go to software.” These remarks underscore investor pressure to link AI‑driven compute costs directly to software revenue. If SaaS firms cannot demonstrate a clear path from AI‑chip investment to profitable software revenue, valuations may compress and capital allocation could shift toward pure‑play AI startups, reshaping the competitive landscape for established players like Atlassian.
By Jason Lemkin
Video•Feb 23, 2026
Why TAM Is a Scam & Harvey's Billion-Dollar GPT Secret #shorts
The video challenges the conventional reliance on Total Addressable Market (TAM) as a forecasting tool, arguing that TAM is a "scam" because technology continuously redefines market boundaries. The speaker uses the legal‑tech space, specifically the startup Harvey, to illustrate how...
By Jason Lemkin
Social•Feb 10, 2026
Pre‑AI SaaS Loses Appeal as Costs Rise
When was the last time you were excited to buy a pre-AI SaaS tool? When was the last time you felt like you were overpaying on a renewal for a pre-AI SaaS tool, and thought about cancelling? Hence, the markets
By Jason Lemkin
Podcast•Feb 10, 2026•0 min
From 1 AI Agent to 20+: The Reality of Managing Multiple AI Agents Across Your GTM
In this episode the host shares eight months of experience running 20+ AI agents across SaaStr's go‑to‑market function, generating $4.8 M in additional pipeline and $2.4 M in closed‑won revenue. He explains that the results are additive but require daily hands‑on management,...
By Jason Lemkin
Video•Feb 10, 2026
SaaS Price Hikes: Why Your Seats Are Shrinking! #shorts
The video examines the growing crisis in the SaaS industry as price hikes collide with shrinking seat counts. Vendors have been raising prices roughly 40% over the past three to four years, a strategy that initially pleases CROs but now...
By Jason Lemkin
Social•Feb 10, 2026
AI Agents Double Deal Volume, Close $2.4M Fast
"How we built $4.8M in pipeline from our AI agents, $2.4M closed already - Deal volume has doubled - Win rate has doubled - Agents work 24x7 - Agents have more context to pull from - $100k deal closed on Saturday" https://t.co/JjohuS42oM
By Jason Lemkin
Social•Feb 9, 2026
2026 AI Agent Deals: Contracts Over Collaboration?
So we added one new AI Agent to our arsenal this week, and it's a great one, even though it's pretty new. Much more to come. And another? In the end, we decided not to deploy it. What happened? It's pretty...
By Jason Lemkin
Social•Feb 9, 2026
Founders Quitting in AI Era Shows Lack of Resilience
Watching three 3 founder CEOs at $200m+ ARR quit their start-ups the past 2 weeks or so. On the one hand, I get it. Growth way down, no M&A options, it was supposed to get easier at that stage. Now for...
By Jason Lemkin
Video•Feb 9, 2026
AI Costs Are KILLING SaaS Companies! Here's The Way Out #shorts
The video warns that exploding AI token consumption is eroding margins for SaaS firms, prompting executives to question whether the model is still viable. Speakers cite real‑world examples – from a Canva‑linked “Gamma” product to unnamed B2B startups – that cannot...
By Jason Lemkin
Social•Feb 9, 2026
Real AI Wins: Speakers Reveal What’s Actually Working
We asked every speaker coming to SaaStr AI 2026 one question: 🤖"What's actually working with AI in your business right now?" No theory. No hype. Just what's shipping and what's converting. May 13-15 in SF Bay https://t.co/A02gn7heZm
By Jason Lemkin
Social•Feb 8, 2026
AI Agent Deals Carry Built‑In Churn Risk
I was in a board meeting for a breakout AI B2B leader at $100m+ ARR and the team was excited … but stressed. Why? So many of their largest customers were happy to sign relatively large checks for the AI Agent....
By Jason Lemkin
Deals•Oct 26, 2025
Alphabet Acquires Wiz for $32B to Boost AI-Powered Cloud Security
Alphabet completed a $32B acquisition of Wiz (cloud security with AI-powered threat detection) in March 2025, expanding its cloud and AI security capabilities. The deal is cited among the largest AI-driven strategic acquisitions of the past 12 months.
Jason Lemkin
Deals•Oct 2, 2025
Omni Secures Strategic Investments From Snowflake and Databricks
Omni has received strategic funding from ecosystem players Snowflake and Databricks to accelerate go-to-market and partnership credibility. The investment is described as a strategic alignment to speed up integrations and market entry; financial terms were not disclosed.
Jason Lemkin
Deals•Sep 13, 2025
OpenAI $10B Secondary Liquidity Event Creates Major Windfall
OpenAI completed a roughly $10 billion secondary sale, creating significant liquidity for insiders and early investors and generating numerous new millionaires. The secondary underscores strong late-stage investor appetite for AI assets and intensifies competition for AI talent.
Jason Lemkin
Deals•Sep 1, 2025
Anthropic Completes Oversubscribed $10B Funding Round
The article references Anthropic's oversubscribed $10 billion funding round for its foundation-model business, highlighting massive investor demand amid broad AI investment trends. The raise is presented as a major capital event underpinning growth in AI infrastructure and products.
Jason Lemkin
Deals•Aug 22, 2025
CoreWeave Raises $11.2B in Debt to Fund AI Infrastructure Buildout
CoreWeave secured an $11.2 billion debt package to help finance roughly $22 billion in capital expenditures for AI data center capacity. The raise positions the company as a bellwether for AI infrastructure demand, hinging on long-term customer commitments to match...
Jason Lemkin