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 simple. The first start-up did all the work. They set the AI agent up, tested it, and deployed it with us. The second? They have plenty of strong logos. So they sent us a contract to sign (without us asking) and told us we had to sign before they'd help at all. That was fine in 2023. Does it work in 2026 for AI Agents? I'm not so sure.
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...
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...
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
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...
AI Business: From -$94M to +40% Margins! Unpacking Costs #shorts
The video dissects how AI startups are turning around disastrous gross margins by slashing inference expenses, highlighting a shift from a -94% margin last year to a positive 40% this year. The speaker attributes the swing to economies of scale in...
Moltbook’s Hidden SKILL File Fuels Unstoppable AI Agent Growth
The growth engine behind Moltbook's explosion to 1.5 million AI agents is a bit sinister. Everyone's sharing screenshots of bots debating philosophy and having existential crises. Good content. Very shareable. But it's a distraction from what's actually happening underneath. Mason...
Build, Launch, and Monetize Apps without Developers
There are many strong arguments re: how vibe coding will utterly disrupt traditional enterprise software, SaaS, etc. But please, please, please before you say so with such >extreme< certainty Actually vibe code an app into full production yourself, without a developer. ...
B2B Founders Lead AI Agent Innovation at SaaStr 2026
The best AI Agents I've seen aren't from big labs. They're from B2B founders who rebuilt their entire product around agents in the last 6 months. You'll meet them at SaaStr AI Annual 2026. May 12-14 in SF Bay....
Clay Crowned Best Enrichment Tool, Joins Top AI Agents
OK it took us a while to get @clay going at SaaStr, but it's clearly the best enrichment tool out there, by far Added to the top AI Agents we use #kudos
AI Startups Outpace Legacy Firms in Revenue Efficiency
🧔♂️ Non-AI startups: - Lots CSMs (vs FDEs) - AI is slow / noncompetitive, not true #1 focus of company - Not gaining market share - Customers don’t want to pay 2x-10x more for AI Agent (honest truth: not great)...
Let Customers Guide Your Path From $1M to $100M
Your customers will teach you how to go from $1m to $100m ARR, you just have to listen True especially if your initial TAM seems quite small
Capital One Acquires Discover & TikTok Deal Analysis! #shorts
The video dissects Capital One’s aggressive expansion in fintech, highlighting its $35 billion announced acquisition of Discover that closed at roughly $50 billion, and the subsequent purchase of Brex, which Capital One plans to fold into the Discover platform. It also touches...
VCs Accept AI Startups Only With Insane Growth
"VCs are OK in the Age of AI with tons of competition. But they aren't OK if the growth isn't just ... insane." @tbpn https://t.co/6XVHHmKshC
Vibe Coding: Rapid Prototyping Leads, Simple B2B Follows
Note this tweet well. @antonosika is kindly sharing what vibe coding is really being used for today, top 4 use cases … Rapid prototyping of apps without taxing engineering is #1 use cases. The killer use case today. Building simple...
SaaStr AI 2026: The Secrets to AI + B2B. May 12-14 in SF Bay
SaaStr AI 2026, held May 12‑14 in the San Francisco Bay Area, gathered roughly 10,000 SaaS executives, founders, and investors to explore the intersection of artificial intelligence and B2B software. The three‑day event positioned itself as the premier forum for AI‑driven...
CEOs Want Simple, Fair, Drama‑Free Deals, Fast
When you sell to a CEO: 1/ They usually don't want games 2/ They often don't want to do "another call" 3/ They want it deployed drama-free 4/ They just want to pay a fair price 5/ They want great answers to their questions And...
Marc Andreessen's AI Report: 2/3 of Private AI Revenue! #shorts
The video highlights Marc Andreessen’s latest AI market report, which projects roughly $8 billion in private AI investment by 2025 and underscores the outsized role of Andreessen‑backed companies in the sector. The report’s headline figure—two‑thirds of all private AI revenue generated...
EquipmentShare IPO Explodes: 33% Pop, $8B Valuation! #shorts
The video highlights EquipmentShare’s blockbuster debut, with the shares jumping 33% on the first day and propelling the company to an $8 billion market capitalization. The rental‑tech firm reported $4 billion in revenue, up 47% year‑over‑year, and posted strong profitability and margins that...
Classic SaaS Scaling Model Is Dead, AI Reigns
SaaS isn’t dead, even with the massive sell off this year (and really since July 2025). But … what is dead is the classic pattern and way to scale: - 1, maybe 2 players, take over a space by $10m-$20m...
AI‑Powered SaaStr: 47% Revenue Rise, 3‑Person Team
We've spent the last year rebuilding SaaStr with 20+ AI agents. Revenue is up 47%. Team down to 3 humans. It's been the most intense learning curve of my career. I'm sharing all of it at SaaStr AI 2026. May...
Index Slumps, 24 of 25 Stocks Tumble, Palantir Sole Gainer
📊 https://t.co/D1x4RaX5t7 Market Pulse - Tue, Feb 3 The https://t.co/D1x4RaX5t7 Index experienced a brutal trading session on February 3, 2026, with 24 of 25 stocks declining and an average drop of -6.44%. Only Palantir managed to post gains at +4.70%, while...
AI Agents Are Choosing Our Software Vendors for Us
"More and more we'll pick the vendors our AI Agents just tell us to." @tbpn @johncoogan @jordihays "I picked Resend, WorkOK and other app -- because the AI Agent told me to." https://t.co/RiNx0d9UAQ
Commitment, Teamwork, and Compounding Growth Beat Time
Lessons only time teaches you: 1/ A great team goes even further than you think 2/ The journey in the end, no matter how long, ends in the blink of an eye 3/ You win by being the most committed 4/ Each year compounds...
Tiny Sales Team Thrives by Chasing Small Deals
"We went from 8 humans in sales to 1.25. We do about the same. Why? The agents don't mind chasing small deals. They never quit." @tbpn https://t.co/FWKsr1UXzZ
Build Deployable AI Workflows at SaaStr AI 2026
Not just talks. At SaaStr AI 2026, we're running 100s of hands-on workshops where you'll build actual AI workflows for your company. Sales. CS. Product. Ops. Leave with something you can deploy Monday. May 12-14. SF Bay. https://t.co/IsMOos9H4H
AI Clinches $100k Deal Solo From Ignored Leads
"Our AI closed a $100k deal on its own on a Saturday night." How does SaaStr use @salesforce Agentforce? "We started with the leads humans didn't want to follow up with." @tbpn @johncoogan @jordihays https://t.co/eHARBjeeih
AI‑Powered GTM Replaces Outbound, Cold Email
Outbound is broken. Cold email is dying. The B2B companies winning right now have completely rebuilt their GTM around AI. At SaaStr AI 2026, they're showing you exactly how. May 12-14. SF Bay. https://t.co/K2JIAOSqol
Great Agents Matter; AI Just Jump‑starts Resolutions
This is what folks miss in AI CX. Even if the AI can’t resolve a complex issue, folks still love a great agent that is well trained. It can at least get a resolution kicked off, almost instantly.
Early Hires Need Passion, Later Scaling Can Diversify
Not everyone on the team really needs to be on your mission But almost all the first 50 employees do Hire pirates and romantics at least until you are truly ready to scale
Humans Still Needed to Orchestrate AI Agents
"For now, humans have to manage the AI Agents. Meta agents aren't there yet in AI GTM. The orchestration has to be you." with @kylecnorton CRO @owner https://t.co/k1ML07ypMJ
AI Lets You Stay Small when Talent Is Scarce
"If you can magically find 10 great humans to cost-effectively do the work, sure, don't use AI" @tbpn with @johncoogan + @jordihays. "But easier said than done." "AI also gives you control. To hire the number of humans you...
Skip Intros—Email Your Results Directly to SaaStr Fund
If you happen to want me to invest in you via @saastrfund, and it's a fit ... 📨Just email. Email me everything -- all the good stuff. No need for a warm intro, or any sort of intro. They just waste...
B2B AI Teams Achieve 5× Productivity as New Standard
The most impressive B2B + AI companies I'm seeing right now have 8 people doing the work of 40. That's not a flex—it's the new baseline. SaaStr AI 2026 is where you learn how they're doing it. May 12-14. SF Bay....
Reliable AI Agent Startup Delivers Seamless Setup, Wins Loyalty
There’s a leading AI Agent startup that’s wanted us to use them for a loooong time. Finally, this week, they did the work. They set it up for us. No drama, no games, they just set it up in a...
Built Our Own AI VP Marketing Using Replit Stack
We build our own AI VP Marketing on @Replit + @salesforce + @clay + @claudeai + @zapier Why? We couldn't find an AI Agent that could do it More in deep dive from SaaStr AI Day below: https://t.co/jrxnHQMwYd
Wrong Leaders Cost Years of Lost Potential
Picking the wrong VP reverberates for 2+ years Picking the wrong cofounder reverberates for 10+ years You don’t fail, it’s just you could have done so much more. And that compounds, too.
Master Your Pitch, Meet Top VCs, Secure Term Sheets
- Know your worth - Hone your pitch - Meet the best VCs - Collect term sheets That's SaaStr AI VC -> https://t.co/XzJ5d0OqGr https://t.co/qulPugatLR
Stop Complaining, Boost Energy: Simplify Teams for 2026
Folks that complain consume about 20x the energy of those that just get sh*t done Simplify the team for 2026
AI Sales Reps Must Match Pluribus' All‑Knowing Expertise
"AI SDRs and AEs should be as good as Pluribus. They should know everything. Every bit of detail about your product, customers, and more." with @kylecnorton CRO @owner https://t.co/bxYBgTmGEJ
Why Most SaaS Companies Will Fail at AI (And How to Avoid It) with Intercom's CPO
The presenter shares first-week impressions of the Apple Vision Pro, calling it a mind‑blowing but imperfect piece of technology. They signal both excitement and skepticism, suggesting the device delivers a powerful experience while leaving room for critique. The tone mixes...
Founders Reveal Real AI Metrics, Pricing, GTM Strategies
At SaaStr AI 2026, no vanity metrics Founders are sharing real numbers: What AI features actually convert. What pricing actually works. What GTM motions actually scale. May 12-14. SF Bay Bring your Granola. Or even a notebook. https://t.co/BCPo2TiqOt
Internal Battles, Not Market, Drain Founders—Lead with Gratitude
In the end It’s not the competition It’s not the lost customers It’s not the market changes It’s not the venture funding You can get past all that It’s the internal battles that wear you down The drama inside, not outside The ultimate unforced errors Go tell your...
AI Agents Need Daily Training for First Two Months
"That new AI agent? You have to train it and work with it and improve it Every Single Day. At least for the first 30-60 days after deployment. And even after that, maybe every other day" with @kylecnorton CRO...
VC Deals Flat, Funding Doubles – Concentration Rises
Per latest data from @cartainc, from 2023-2025: VC Deals Up Only 3%, But Dollars Up 130% From Q1 2023 to Q4 2025, the number of deals went from 802 to 823. Basically flat. But dollars deployed? $12.8B to $29.5B. That's 2.3x. VCs...
Introducing Infinite-Memory AI for Your Business
Claude and ChatGPT have very limited memories So I decide to build one with an infinite memory To remember everything about your business, goals, plans, etc. Try it and LMK what think -> https://t.co/KDuiuVY1GI https://t.co/4uuvWjUo8J
Skip SaaStr AI, Watch Rivals Leap Ahead
Your competitors are sending their whole leadership team to SaaStr AI 2026. You can skip it. But don't be surprised when their AI roadmap is 6 months ahead of yours by June. May 12-14. SF Bay. https://t.co/4U2DOAE1gc
Double Down on Winners: Increase Ownership Every Round
I'm a co-investor with a mega VC fund we don't talk about as much here but they are wildly successful in many top IPOs and top decile returns. And they have a really simple way they do follow-on checks: ✅If the company...
Human SDRs Mastering AI Can Earn $250K
"The top leaders in AI+B2B are hiring tons of sales execs. Tons. But it's not enough to offset the shrinking hiring of mature tech companies. Jobs won't be growing in sales overall. But the silver lining? The Human SDR that owns the...
Stop Talking, Start Building AI Solutions
There’s an AI GTM startup I really like the founders of, they’ve been asking us for 6+ months to try them. I appreciate the emails, calls, DMs, etc. And the endless offers to “get on the phone” to see a...