Recent Posts
Social•Dec 31, 2025
Choose only Fully Committed Cofounders, No Half‑measures
Don't pick a cofounder that - has something better to do - wants to see how it goes - has a clear backup plan - sees it as risky - argues over who should be CEO - doesn't 100% believe You'll see
By Jason Lemkin
Video•Dec 31, 2025
Startup Competitive Edge Shrinking FAST: Adapt or Die! #shorts
The video warns that the traditional timeline for protecting a competitive edge in SaaS—12 to 18 months before a startup copycat and several years before a large incumbent—has evaporated. Today, innovations can be duplicated within weeks, compressing the advantage window...
By Jason Lemkin
Social•Dec 30, 2025
ARR Multiples Often Irrelevant in Acquirer’s Strategy
M&A pricing can be a weird thing Meta buys Manus for $2B+ at $125m ARR Then likely … abandons all that revenue. It is a distraction, and in the end, immaterial to Meta’s revenues. Whatever Meta does with it, it...
By Jason Lemkin
Video•Dec 30, 2025
AI B2B Software Budgets: Where The Money REALLY Goes! #shorts
The video highlights a paradox in enterprise technology spending: overall B2B software budgets are at record levels, yet CIOs face hard limits on how much they can allocate. While AI‑enabled solutions are booming, the surplus isn’t infinite; every new AI...
By Jason Lemkin
Social•Dec 29, 2025
Benchmark, A16z, Hummingbird, Creandum Battle For
"Who Is The VC Fund of the Year? @benchmark vs @a16z vs @HummingbirdVC vs @creandum" with @HarryStebbings @rodriscoll + me https://t.co/9aw20r6YHL
By Jason Lemkin
Social•Dec 29, 2025
Replit's 24/7
By late 2025, Replit got really, really good: - Context windows can be unlimited - Sub agents solving tough issues - Design mode + Fast mode It finally got great. Now … imagine by late 2026 if it could run 24x7 It just keeps building,...
By Jason Lemkin
Video•Dec 29, 2025
SaaS Competitive Edge: Months, Not Years! New Strategy #shorts
The video warns that the traditional SaaS advantage—years of protection before a competitor could replicate a product—has collapsed into a matter of months, or even weeks. The speaker reflects on his own experience launching EchoSign, which gave DocuSign roughly 18...
By Jason Lemkin
Social•Dec 28, 2025
Databricks Mastered the AI Wave—Founders Must Follow
"Databricks rode the 'AI Wave' better than anyone else in B2B. They were successful pre-AI, but man, JFC since then. And that's every founder's job. To ride the AI Wave." with @HarryStebbings @rodriscoll + me https://t.co/8DQ8PcZpux
By Jason Lemkin
Social•Dec 28, 2025
13 Years of Daily Posts Built AI Knowledge Engine
👉August 22, 2012 to December 28, 2025 = 4,877 days 📖 I’ve written a SaaStr post every single day since August 22, 2012 That’s ~3.5 million words — more than 2x the entire Harry Potter series. Roughly 30+ full books. More than...
By Jason Lemkin
Social•Dec 28, 2025
Even VPs Discover CEO Role Is Tougher than Expected
"I actually didn't know being CEO was this hard" -- every top VP that starts their own startup
By Jason Lemkin
Video•Dec 28, 2025
Sell Value: AI Won't Replace Product Experts #shorts
The video argues that artificial intelligence will not replace product experts; instead, it will expose salespeople who lack deep product knowledge. In the AI era, selling value hinges on being a true product authority, not merely reciting features or relying...
By Jason Lemkin
Social•Dec 27, 2025
Scaling Secrets in AI Era Revealed by 10,000 Experts
https://t.co/5gjWmKLRrD is back. MAY 12-14 2026. The Secrets to Scaling in the Age of AI 10,000 of the best sharing how it's done https://t.co/f9I8gHsF4U
By Jason Lemkin
Social•Dec 27, 2025
Performance Before Payment Secures Deals
Yesterday, I got 2 emails from vendors trying to close deals by 12/31 with me. The first was a vendor that started off a bit rough, but then really delivered. They upgraded the team on the account, and they stepped...
By Jason Lemkin
Social•Dec 27, 2025
California Tops List as Worst State for Startup Exits
California already taxes founders far, far more than any other state. Far more. 5 worst states for startup exits (tax rate + QSBS combo): California - 13.3% + NO QSBS exclusion 💀 Hawaii - 7.25% + only 50% QSBS Alabama - 5% +...
By Jason Lemkin
Social•Dec 27, 2025
AI Agents Halve B2B Sales Teams by 2026
Ok I'm not any sort of savant. But I chatted (using AI) with every SaaStr AI speaker from 2025 — from OpenAI to Anthropic to Zapier and beyond — reviewed 100+ past conversations, and synthesized what the best operators are actually...
By Jason Lemkin
Video•Dec 27, 2025
Big Company Budgets: The Secret Slush Fund Revealed #shorts
The video reveals how senior executives in large tech firms maintain sizable discretionary “slush” budgets, illustrated by a former Adobe VP who managed a $500K‑$1M fund. These funds sit outside the formal budgeting process, allocated for three top‑priority needs that cannot...
By Jason Lemkin
Social•Dec 27, 2025
AI Disruption Hits Jobs, Margins, and Markets
📰 Top AI+B2B News - Fri, Dec 26 https://t.co/MWFHfEuzpm Top Stories: 1. A Wealth Tax Floated in California Has Billionaires Fleeing 2. They graduated from Stanford. Due to AI, they can't find a job 3. Oracle shares on pace for worst quarter since 2001...
By Jason Lemkin
Social•Dec 27, 2025
10K+ Leaders Reveal Scaling Strategies at SaaStr AI 2026
We’re back SaaStr AI Annual 2026. May 12-14, SF Bay 10,000+ of the best sharing How to Scale in the Age of AI https://t.co/NVT7jfcW2s
By Jason Lemkin
Social•Dec 26, 2025
Mediocre VP Breeds a Cascade of Weak Hires
When you get tired, and settle on a mediocre VP You also settle on their 10-15 mediocre hires to come
By Jason Lemkin
Video•Dec 26, 2025
AI Sales: How to Sell AI When People Fear Job Loss #shorts
AI sales leaders face a paradox: prospects fear AI stealing jobs while seeking its competitive edge. The video advises sellers to confront that anxiety head‑on, framing AI as a productivity amplifier for an organization’s top talent rather than a universal...
By Jason Lemkin
Social•Dec 25, 2025
Invest in Key Startups for Pre‑IPO M&A Premium
Groq is a reminder that "important" startups can get a massive premium in M&A It all normalizes at IPO, more or less Valuations then are based on revenue, growth and profits But for venture, investing in important startups can lead to massive outcomes...
By Jason Lemkin
Social•Dec 25, 2025
Attend Few Key Events, Build Relationships Regularly
My rough advice for events, having produced many of them, with lots of data: - Go to 2 of the top events in your industry each year - Go to 2 local meet-ups, dinners, etc. in your industry each month...
By Jason Lemkin
Social•Dec 24, 2025
Cold Emailing VCs Succeeds at Seed Stage
Yes, cold email to VCs works. Especially at Seed and earlier -> https://t.co/ibiQ9FIQyV
By Jason Lemkin
Social•Dec 24, 2025
Second Product Demands Its Own Dedicated Sales Team
Biggest challenge with rolling out a second product: Sales will sell whatever is easiest to sell A second product needs a second sales team maybe even from Day 01
By Jason Lemkin
Social•Dec 23, 2025
AI Strategy Boosts SaaStr Growth From -19% to +47%
From -19% to +47% growth over the course of 2025. Here's how we turned SaaStr's traffic (and SaaStr itself) around in 12 months: 📉Through April 2025, we were down 19% in active users, 22% in views. The slow bleed every B2B...
By Jason Lemkin
Social•Dec 23, 2025
Zero‑Return Public Markets Forecast, Yet Investing Still Essential
"Will the public markets return ... 0% over the next decade? Apollo says so. Even so, we probably have to keep investing." The latest with @rodriscoll @HarryStebbings + me https://t.co/rAgT9714X8
By Jason Lemkin
Social•Dec 22, 2025
Freemium AI Conversions Hover Around 2%—Scale Requires Tens of Millions.
The AI Freemium Math is Brutal — But It Works at Scale 1⃣ChatGPT: 800M users → 15M paid (2%) → $20B ARR 2⃣Gemini: 650M users → Est. 2-3% → Part of Google 3⃣Claude: 30M users → Heavy API/Enterprise → $5B ARR 4⃣Perplexity: 30M users...
By Jason Lemkin
Social•Dec 22, 2025
AI Unifies Marketing, Sales, and Support Into One Agent
"AI is converging marketing, sales & support. They are becoming 1 AI agent. Not 10 different pre-AI SaaS products. In fact, it's already happening in e-commerce." The latest with @rodriscoll @HarryStebbings + me https://t.co/Uhpain34qX
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