Recent Posts
Social•Nov 24, 2025
Tiny Carry, Massive Payout: VC Economics Explained
That new VC partner on your board? They might have say 5% carry in the fund Let's say you sell for an incredible $500,000,000 after 10 years. WOW! And the fund owns 15% The new partner then makes ... $750,000 $500m x 15% x .2 x 0.05 #vceconomics
By Jason Lemkin
Social•Nov 23, 2025
JAMF Deal Highlights SaaS Growth’s Brutal Reality
Francisco Partners announced this week they're taking JAMF private for $2.2 billion at $13.05 per share. The headlines trumpet a "50% premium" to recent trading prices. The press releases talk about "strategic flexibility" and "accelerating growth." But here's what the...
By Jason Lemkin
Social•Nov 22, 2025
Fresh, Focused AI Memory Beats Massive, Outdated Datasets
I know 'memory' is a big deal in AI — what I don't know is how >much< of it you really need to have a great AI experience. The more I learn about how our own AI Agents work, the more...
By Jason Lemkin
Social•Nov 20, 2025
Prototype AI Instantly Within Your Live Application
Alloy : Instant AI prototyping with your real app by @simonkubica and @iaculch https://t.co/H31uUZZEKh
By Jason Lemkin
Social•Nov 20, 2025
Tiny Early Funding Can Launch Billion‑dollar Companies
A few that >almost< bootstrapped, i.e. did raise a little but < $10m in primary venture: The Trade Desk, worth $26B Klaviyo worth $9B Veeva, worth $44B Sometimes the most valuable capital is just that smidge early on And you can skip the rest
By Jason Lemkin
Social•Nov 20, 2025
Turn AI Buzz Into Your Unfair Competitive Edge
10 Reasons You Need to Be at SaaStr AI London December 1-2 This is it. The moment where AI stops being a buzzword and becomes your unfair competitive advantage. SaaStr AI London is bringing together 2,500 of the sharpest B2B operators...
By Jason Lemkin
Social•Nov 20, 2025
Top‑tier VC Managers Make 5x Returns Three Times More Likely
Great data from VenCap analyzing 1,900+ VC funds (2000-2019): ☹️22% lose money (return <1x) 👇64% never hit 2x 🚀Only 6% return 5x+ 🔥Just 2% hit 10x Translation: A randomly selected VC fund is 3.7x more likely to LOSE money than return 5x. But here's what changes...
By Jason Lemkin
Social•Nov 20, 2025
Cursor Hits $1B ARR in Two Years, SaaS Record
New!! Cursor Hit $1B ARR in 24 Months: The Fastest Scaling SaaS Ever? https://t.co/kV5BNeeW4m
By Jason Lemkin
Social•Nov 19, 2025
Great Sales VPs Hire Fast, Retain Top, Cut Deadweight
Great VP of Sales, first week: - brings 2-4 great sales execs in ASAP. often week 1 - identifies top existing talent, does what it takes to keep them - begins to move out underperformers - jumps into all critical deals Mediocre VP of Sales,...
By Jason Lemkin
Social•Nov 19, 2025
Scaling $50M AI Sales with Just Eight Reps
Caught up with an old colleague running sales at an AI company at $50m ARR. 蘆♀️They're building out their sales team now紐♂️ The goal? 5 more humans, for a total of 8. Yup. Just 8 total. Too few? Probably. But they get 10,000+ leads a month, and want...
By Jason Lemkin
Social•Nov 19, 2025
VCs Remember Missed Momentum, Forget High Valuations
If you make the VCs pay a crazy high price, but you crush the numbers the next 90 days, no one remembers If you make the VCs pay a crazy high price, and you miss the next few months, no one...
By Jason Lemkin
Social•Nov 19, 2025
AI-Driven GTM: Top Marketing Tactics Revealed
SaaStr AI Live: Whats Working in Marketing as AI runs GTM https://t.co/ZsGOSMSkwk
By Jason Lemkin
Video•Nov 19, 2025
SaaStr AI Live: Whats Working in Marketing as AI Runs GTM
The SaaStr AI Live session continued the series on AI‑driven go‑to‑market (GTM) strategies, shifting focus from outbound sales to marketing. Host Jason and the panel walked through their "agent arsenal" – a collection of third‑party and proprietary AI tools that automate...
By Jason Lemkin
Social•Nov 19, 2025
Replit's New Design Mode Built in Under 30 Seconds
Nice job @Replit on new Design mode This took < 30 seconds https://t.co/WfMNd5HeS3
By Jason Lemkin
Video•Nov 19, 2025
SaaStr's Secret Weapon: Gamma's AI Saves Time and Money! #shorts
SaaStr has adopted Gamma, an AI platform that automatically pulls data from Salesforce and its marketing automation system to create customized sponsor prospectuses in about ten minutes, replacing the manual, static decks previously used. The service costs roughly $100 a...
By Jason Lemkin
Social•Nov 19, 2025
IPO Peaks Fade: Patience Beats Day‑One Hype
What happened in 2025 IPOs if you bought near the peak: Figma (FIG): -74% 📉 Circle (CRCL): -73% 📉 CoreWeave (CRWV): -58% 📉 Klarna (KLNA): -38% 📉 Omada (OMDA): -31% 📉 Chime (CHYM): -30% 📉 Hinge Health (HNGE): -27% 📉 eToro (ETOR): -21% 📉 Average decline from peak: -44% The...
By Jason Lemkin
Social•Nov 18, 2025
Three Humans, Twenty AI Agents: Same Revenue, Less Drama
In 2020, we had so many folks on Team SaaStr, we needed a second office. 20+. 3 designers, 5 in sales, 3 in content, etc. Today, we have 3 full-time folks and ... 20 full time AI agents Same scale,...
By Jason Lemkin
Social•Nov 18, 2025
AI Agent Handles 77 Conversations, Amplifying Small Team Power
Our general AI Agent ("Digital Jason") handled 77 conversations and 203 messages yesterday. Most were pretty good, I am sure. But the real point is I couldn't have done it. Nor could our tiny team. This is some of the biggest leverage...
By Jason Lemkin
Social•Nov 18, 2025
Explore Top B2B AI VCs with SaaStr Research
Want to learn more about top VCs in B2B + AI? Browse our new SaaStr AI Research VCs -> https://t.co/3JyImX3jMX We'll even help pick the best ones for you (and much more to come) https://t.co/rG7K5x5YYU
By Jason Lemkin
Social•Nov 18, 2025
Rapid Growth, Not Just Features, Defines an AI Native
How to know if you are an “AI Native” start-up: 🚀 You are growing much, much faster than last year Otherwise, you just have AI Features
By Jason Lemkin
Video•Nov 18, 2025
AI Agent Revolution: The Future of Work and Team Collaboration #shorts
The video discusses the emerging role of AI agents in reshaping work and team collaboration, highlighting how companies can scale revenue operations without traditional large sales forces. The speaker notes that platforms like Gamma and Canva have reached massive user bases...
By Jason Lemkin
Social•Nov 17, 2025
Get Instant Funding Verdict by Uploading Deck
Wondering if you can get funded ... or not? Wonder no more Upload your deck to SaaStr AI VC and we'll tell you -> https://t.co/S5UFYzoN7a https://t.co/VLRaBqjNa3
By Jason Lemkin
Social•Nov 17, 2025
Acquisitions Close Quickly, but Relationships Take Years
If you want to potentially get acquired — start now. It often really, quietly takes years. What do I mean? Well for sure, acquisitions themselves technically often happen very quickly. The acquiring CEO reaches out, they meet up...
By Jason Lemkin
Social•Nov 17, 2025
CEOs Split Time: Recruiting, Customers, and Everything Else
Where you'll spend your time as CEO as you scale: 50% on Recruiting 50% on Customers & Prospects and 50% on All the Rest
By Jason Lemkin
Podcast•Nov 17, 2025•0 min
The First $100,000,000 ARR at Datadog: How Founder CEO Olivier Pomel Built a Customer-Centric Observability Giant
In this episode, Datadog founder‑CEO Olivier Pomel recounts how the company reached its first $100 million ARR by obsessively prioritizing genuine customer insight over sales or engineering shortcuts. He explains why closed alphas and annual contracts stifle learning, why enterprise SaaS...
By Jason Lemkin
Social•Nov 17, 2025
Execs Must Practice Their Own Roles to Succeed.
Every time I see a CRO that doesn't sell themselves, they fail. Every time I see a CTO that doesn't code themselves, they fail. Every time I see a CMO that doesn't market themselves, they fail. Every time I see a...
By Jason Lemkin
Social•Nov 17, 2025
Experience Live AI Agents at SaaStr London Dec 1‑2
Come see it all in action at SaaStr London on December 1-2, where you can interact with our AI agents live and see exactly how we've built this.
By Jason Lemkin
Social•Nov 15, 2025
VCs Vanish When Growth Is Steady, Not Hyper
I have a seed investment I made years back now at $130m ARR now growing 40% and cash flow positive. And all the VCs have checked out. They haven't been mean about it. Everyone is nice. It's...
By Jason Lemkin
Video•Nov 15, 2025
Seed Investing in the AI Era: What Even Matters? #shorts
The video tackles the thorny question of what seed investing means in today’s hyper‑fast AI landscape, noting that products can iterate through ten versions in a month, making early‑stage signals increasingly noisy. The speaker argues that the traditional emphasis on...
By Jason Lemkin
Social•Nov 15, 2025
Harry, Rory, and Jason Return Live at SaaStr London
We're back! Harry, Rory and Jason! And come see the team LIVE at SaaStrLondon.com 1-2 in ... London!!
By Jason Lemkin
Social•Nov 13, 2025
Most Reps Prefer Inbound; Hire Outbound Specialists
95% of sales rep that have only done inbound ... won't start doing outbound, even if they are missing quota. Not really. They'll pretend a bit, send a few emails, but that's about it. 95% of sales reps that will do...
By Jason Lemkin
Social•Nov 13, 2025
Benchmark Your Pitch Deck Against 4,000 Startups
Wondering how you stack up? Try the new SaaStr VC Pitch Deck Analyzer. We’ll share how you stack up against 4,000 other start-ups. And we’ll provide you honest and confidential feedback on how to do better. Try it here -> https://t.co/S5UFYzoN7a https://t.co/3M6fas5f2w
By Jason Lemkin
Social•Nov 13, 2025
Join Us Live with Harry Stebbings at SaaStr AI London
We're BACK and it's GOOD TIMES folks!! And come see Harry Stebbings + me LIVE in London Dec 1-2 at SaaStr AI LDN!
By Jason Lemkin
Social•Nov 13, 2025
AI-Powered Sales Automation at SaaStr London 2024
Want to learn how to get AI SDRs to really work? Really automate inbound with AI? Automate RevOps with AI? Join 2,500 of us and founders and leaders from Clay, Wiz, Intercom, OpenAI and more at SaaStrLondon.com Dec 1-2 to...
By Jason Lemkin
Social•Nov 12, 2025
CEO‑CTO Alignment Is the Hidden Key to Billion‑dollar Growth
My biggest heartbreak ever as a founder: if my CTO and I could have gotten along better. Because we'd both be billionaires, running a great public company together. I tried. I know so much more today than I did then....
By Jason Lemkin
Social•Nov 12, 2025
Agentforce Recovered 1,000 Missed Leads via Salesforce
"We found there were 1,000 (!) leads our human sales team never followed up with. So this was our best, first use case for Agentforce @salesforce. Because Agentforce knows everything our Salesforce instance does."
By Jason Lemkin
Social•Nov 12, 2025
AI SDRs Deliver 6.7% Response, 10% Ticket Sales
How are our AI SDRs really working at SaaStr? Join us LIVE on AI Workshop Wednesday TODAY at 10am PST to find out!! - 19,000 messages sent - 6.67% response rate - 4% positive response rate - sold 10% of tickets to SaaStr AI London...
By Jason Lemkin
Social•Nov 12, 2025
Tech IPOs Rebound, yet Remain Far Below 2019‑2021 Levels
Tech IPOs are back, but still a fraction of what they were in 2019-2021 So far at least Per @Accel https://t.co/X03zYIBDyp
By Jason Lemkin
Video•Nov 12, 2025
SaaStr's AI Strategy: Jason Lemkin's Expert Insights #shorts
In a Qualified Studios interview, SaaStr founder Jason Lemkin discussed the rapid proliferation of AI agent platforms and how SaaStr is navigating the landscape. Lemkin explained that SaaStr began its AI journey in 2025 with a single general‑purpose tool and...
By Jason Lemkin
Social•Nov 12, 2025
Higher SaaS Growth = Dramatically Higher ARR Multiples
📊 Live B2B/SaaS Market Multiples - Tue, Nov 11 Growth drives valuations in today's market 💰 📊 LIVE B2B MULTIPLES BY GROWTH: 🚀 High Growth (30%+) 27.8x ARR ▓▓▓▓▓▓▓▓ 🔥 Moderate (20-30%) 13.3x ARR ▓▓▓ 📈 Lower (<20%) ...
By Jason Lemkin
Social•Nov 11, 2025
Legal Processes Streamlined for Routine Tasks
How we do legal now with @jalonso510 So much better for routine stuff https://t.co/AzRWGlXtpG
By Jason Lemkin
Social•Nov 11, 2025
Great CROs Hire Fast, Fire Bad Reps Within 30 Days
If in their first 14 days, or at least first 30 days:, your new CRO / VP of Sales hasn’t: #1. Brought on at least 1 new great sales rep And #2. Fired 1-2 of the worst reps, They are just way, way,...
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