Jason Lemkin

Jason Lemkin

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SaaStr founder; B2B SaaS scaling, sales‑led growth, and fundraising playbooks.

Founders Value Reps Who Hit Targets and Champion the Brand
SocialDec 15, 2025

Founders Value Reps Who Hit Targets and Champion the Brand

Founders appreciate sales reps that crush their number Founders truly love sales reps that do that, but are also brand ambassadors

By Jason Lemkin
AI+B2
SocialDec 15, 2025

AI+B2

📰 Top AI+B2B News - Sun, Dec 14 https://t.co/MWFHfEuzpm Top Stories: 1. Alphabet poised for another paper gain on SpaceX valuation 2. ServiceNow in advanced talks to acquire Armis at around $7 Billion 3. Thoma Bravo Completes Acquisition of PROS Holdings, Inc. for $1.5...

By Jason Lemkin
Founders Now Can Quit; Burning Boats Still Drives Scale
SocialDec 15, 2025

Founders Now Can Quit; Burning Boats Still Drives Scale

A big generational change: When I raised venture capital, I viewed it as a do-or-die commitment to making them money, building something great or going down trying. Fast forward to today, founders are happy to just quit having raised $2m,...

By Jason Lemkin
AI Transforms Restaurants; Owner
SocialDec 14, 2025

AI Transforms Restaurants; Owner

AI is completely changing the restaurant industry, at a pace and scale many may not realize. It's a $1T+industry that desperately needs AI to deal with a lack of humans and automation. And @owner is the break-out leader of the...

By Jason Lemkin
VC Secrets: Focus on Your Top 1-2 Winners! #shorts
VideoDec 14, 2025

VC Secrets: Focus on Your Top 1-2 Winners! #shorts

The short video zeroes in on a core venture‑capital principle: a VC’s portfolio success hinges on a handful of “home‑run” investments, often just one or two companies that generate the bulk of returns. The speaker reminds founders that the VC...

By Jason Lemkin
OpenAI Drops Vesting Cliff, Pours $6B on Equity
SocialDec 14, 2025

OpenAI Drops Vesting Cliff, Pours $6B on Equity

Per @WSJ, OpenAI has gone from just a 6 month cliff for equity vesting now to … no cliff at all And will “spend” $6 Billion this year on employee equity Even at OpenAI, the war for talent never ends https://t.co/uOw6ReBXCF

By Jason Lemkin
LLM Switching Costs Are Surprisingly Low, Even If Not Commodity
SocialDec 13, 2025

LLM Switching Costs Are Surprisingly Low, Even If Not Commodity

I wasn't getting what I wanted out of OpenAI api this morning so switched over to Anthropic -- for this feature Took about 20 seconds to "hot swap" per @Benioff's point on LLMs as the new disk drives I don't think...

By Jason Lemkin
2027 Poised for Record‑breaking IPO Wave
SocialDec 13, 2025

2027 Poised for Record‑breaking IPO Wave

2025 in the end was better for IPOs than 2022-2024, but still pretty Meh per @WSJ But 2027 (plus or minus)? Databricks, Anthropic, OpenAI, SpaceX, Canva, Stripe, etc? Probably will be the great stretch for IPOs of all time. ...

By Jason Lemkin
Startup Liquidity Can Vanish Overnight, Even After Success
SocialDec 13, 2025

Startup Liquidity Can Vanish Overnight, Even After Success

Liquidity is thin in startups It's entirely possible for you to have had a $100m acquisition offer last year and 0 offers today Or to close an oversubscribed rounds just a few months ago and have 0 VC interest today

By Jason Lemkin
Zoom's TAM Trap: Why Smart Founders Miss Opportunities #shorts
VideoDec 13, 2025

Zoom's TAM Trap: Why Smart Founders Miss Opportunities #shorts

When the speaker turns his attention to Zoom, he lauds founder‑CEO Eric Yuan as a rare blend of engineer, leader and human being, yet he asks a stark question: why did Zoom fail to capture a vastly larger total addressable...

By Jason Lemkin
Profit First, Then Re‑Accelerate Growth in 2026
SocialDec 13, 2025

Profit First, Then Re‑Accelerate Growth in 2026

Hooray, you got profitable But did you re-accelerate growth? 👉That's got to be Job #1 in 2026 The markets are clear here https://t.co/ABDiIIggDK

By Jason Lemkin
Migration Fees Can Delay Even High‑value Vendor Switches
SocialDec 12, 2025

Migration Fees Can Delay Even High‑value Vendor Switches

I almost switched to over to an $80,000 a year vendor the other — after many, many years on the competiton. What stopped me? The $7,500 migration fee It’s not that I can’t afford it. It’s just that, combined with...

By Jason Lemkin
CROs Turn Into Chief Price‑Raising Officers at Stagnant B2B Firms
SocialDec 12, 2025

CROs Turn Into Chief Price‑Raising Officers at Stagnant B2B Firms

CROs at slow-growing B2B companies basically become experts at raising prices. Chief Price Raising Officers. That’s where the short-term growth is, at low growth. You make the quarter by forcing the existing base to pay even more. Whether they want to. ...

By Jason Lemkin
Wealthfront’s 17‑Year Pivot to Cash Banking Yields IPO
SocialDec 12, 2025

Wealthfront’s 17‑Year Pivot to Cash Banking Yields IPO

Wealthfront IPO'd today at $2.6B 🎉 The 17-year journey: 2008: Founded as "kaChing" 2014: Peak at $700M valuation 2018: Down round to $500M 😬 2022: $1.4B UBS deal collapses 2025: IPO @ $14/share, $485M raised The pivot that saved them? Cash accounts now drive 75% of...

By Jason Lemkin
Layoffs Rarely Boost Growth, Often Just Maintain It
SocialDec 12, 2025

Layoffs Rarely Boost Growth, Often Just Maintain It

Cutting headcount alone doesn't usually lead to higher growth by itself But it often leads to at least the exact same growth

By Jason Lemkin
Lead Now as the Future CEO You’ll Become
SocialDec 12, 2025

Lead Now as the Future CEO You’ll Become

Act as the CEO you are going to be in 18-24 months That’s what your customers, team, and partners want to see

By Jason Lemkin
We Deployed 20+ AI Agents and Replaced Our Entire Human SDR Team. Here's What Actually Works. (Video + Pod)
PodcastDec 12, 20250 min

We Deployed 20+ AI Agents and Replaced Our Entire Human SDR Team. Here's What Actually Works. (Video + Pod)

In this episode the hosts detail how they replaced their human SDR team with over 20 AI agents, sending 60,000+ hyper‑personalized emails, booking 130+ meetings and generating 15% of SaaStr AI London ticket revenue by targeting low‑priority and ghosted leads....

By Jason Lemkin
Discovering Hidden Replit Features After Extensive Use
SocialDec 11, 2025

Discovering Hidden Replit Features After Extensive Use

I’ve been using Replit for 5 months and probably 300 hours in And just saw this feature … now Exposing features once you are feature-rich is a non-trivial task https://t.co/xkt2ZQNvbC

By Jason Lemkin
Founders Would Be Happier by Slowing Final Fundraising
SocialDec 11, 2025

Founders Would Be Happier by Slowing Final Fundraising

So many founders would be happier if they just slowed down fundraising toward the end ... a little

By Jason Lemkin
AI Can Outperform Human Account Executives—See Proof
SocialDec 11, 2025

AI Can Outperform Human Account Executives—See Proof

Think AI can't beat a human AE? Try https://t.co/XobWWB7nQi You might be surprised https://t.co/e6UjVoZEgC

By Jason Lemkin
Enterprise Software's Revenge: AI Security Excuses & Growth Slump #shorts
VideoDec 11, 2025

Enterprise Software's Revenge: AI Security Excuses & Growth Slump #shorts

The video opens with a cynical take on the enterprise software landscape, suggesting that the anticipated dominance of giants like ServiceNow has stalled, and that many incumbents have failed to post material growth this year. The speaker frames this slowdown...

By Jason Lemkin
Sign Year-End Deals Only When Vendor Delivers Value
SocialDec 10, 2025

Sign Year-End Deals Only When Vendor Delivers Value

So I’m starting to get emails from sales reps I’ve interacted with over the past months trying to get a deal done by year end. The problem? They added zero value. There’s really no reason to sign a contract for...

By Jason Lemkin
Founders Cash Out Millions While VCs Walk Away Empty
SocialDec 10, 2025

Founders Cash Out Millions While VCs Walk Away Empty

This does happen, but it’s almost unheard of for founders still running a company to make nothing in a material exit The acquirer wants the most consideration to go to the team, the least to the VCs A liquidation preference is hardly...

By Jason Lemkin
AI Handles Low-Value Leads, Boosts Revenue by 15%
SocialDec 10, 2025

AI Handles Low-Value Leads, Boosts Revenue by 15%

We deployed 20+ AI agents & replaced our entire SDR team. 60K hyper-personalized emails. 70% open rates on ghosted leads. 15% of London ticket revenue from AI alone. The 5 things that actually work: 1⃣AI crushes the work humans refuse to do...

By Jason Lemkin
Instant 24/7 SaaS Support: Win Without New Features
SocialDec 10, 2025

Instant 24/7 SaaS Support: Win Without New Features

Want to win in SaaS without having to ship another feature? Upgrade your quality almost instantly? Do true 24x7 support, real-time, for real, that's great It's like Magic No 4 hour ticket turn around No "go to our wiki" It's Magic .. because no one in...

By Jason Lemkin
Salesforce Agents: Marc Benioff's AI Future Unveiled! #shorts
VideoDec 10, 2025

Salesforce Agents: Marc Benioff's AI Future Unveiled! #shorts

The video spotlights Salesforce CEO Marc Benioff’s aggressive rollout of AI‑driven agents, noting that 2,000 employees have already been placed on the company’s internal “AgentForce” platform. This deployment is presented as a clear signal of Benioff’s strategic intent to...

By Jason Lemkin
Turning Down Nine‑Figure Deals Fuels Bigger Growth
SocialDec 10, 2025

Turning Down Nine‑Figure Deals Fuels Bigger Growth

I had CEOs at 2 @saastrfund portfolio companies turn down M&A offers this year that would have made them nine figures. I would have been equally proud of them either way. In fact, I told both to seriously consider the deals....

By Jason Lemkin
Instantly Gauge Your Startup's Value and Funding Odds
SocialDec 9, 2025

Instantly Gauge Your Startup's Value and Funding Odds

What's your start-up worth? And what are the odds you'll get funded? Find out in seconds with SaaStr AI Valuation Calculator -> https://t.co/jvgsU2zIKA https://t.co/jUHBqpNXte

By Jason Lemkin
Harvey's $8B Valuation May Look Cheap by 2026
SocialDec 9, 2025

Harvey's $8B Valuation May Look Cheap by 2026

Is Harvey cheap or expensive at $8B? If it triples again in 2026, may be "cheap" We'll see https://t.co/Hx5bmcTbeU

By Jason Lemkin
In‑person Visits Drive More Sales and Repeat Revenue
SocialDec 9, 2025

In‑person Visits Drive More Sales and Repeat Revenue

The more customers you visit in person, The more customers you close. The more revenue you retain. And the more they buy from you. As true in 2025 as it ever was.

By Jason Lemkin
AI Startups Vs. Mature Companies: Employment Trends Revealed! #shorts
VideoDec 9, 2025

AI Startups Vs. Mature Companies: Employment Trends Revealed! #shorts

The short video breaks down employment dynamics by contrasting AI‑focused startups with mature, publicly‑traded companies. It frames the discussion around three distinct groups: legacy firms that are tightening efficiency around annual recurring revenue (ARR) and free‑cash‑flow metrics; deep‑learning model companies...

By Jason Lemkin
SaaStr Hits Record Engagement Across All Channels
SocialDec 9, 2025

SaaStr Hits Record Engagement Across All Channels

2025 SaaStr metrics: ~2.5M views on https://t.co/hwi7ZEuVoj (up 50% YoY) ~ 28M impressions on LinkedIn for Jason Lemkin and 1.8M for SaaStr ~ 49M impressions on X 100K+ active users on new https://t.co/D1x4RaWxDz products in 4 months 750K+ valuation calculations on https://t.co/D1x4RaWxDz 340K newsletter subscribers 135K YouTube...

By Jason Lemkin
Founders' Q4 Hockey‑Stick Forecasts Mask Cash Shortfalls
SocialDec 9, 2025

Founders' Q4 Hockey‑Stick Forecasts Mask Cash Shortfalls

Come learn for FREE each week from the best in B2B AI! Sign up for FREE SaaStr AI Workshop Wednesdays here . I see this pattern every single financial planning season. I’m seeing it right now. And honestly, it drives...

By Jason Lemkin
Charismatic CEOs Win Funding, but Product Must Deliver
SocialDec 8, 2025

Charismatic CEOs Win Funding, but Product Must Deliver

One of the tougher reads in venture, at least for me, is the Larger Than Life CEO. The one so compelling, so driven, so charismatic, that you basically assume the product has to be as good. Vs. the introvert CEO...

By Jason Lemkin
VCs Ease Year‑End Deal Rush, Eye 2025 Outlook
SocialDec 8, 2025

VCs Ease Year‑End Deal Rush, Eye 2025 Outlook

Most VCs don't really take the rest of the year off anymore No, it's more subtle It's kind of saying, Well, That's My Hand for 2025 That leads to a slowdown. The sense that maybe it's time to just acknowledge the hand for...

By Jason Lemkin
Top 10 AI Agents Revolutionizing SaaS Sales
SocialDec 8, 2025

Top 10 AI Agents Revolutionizing SaaS Sales

🤖 Top 10 AI Agents on SaaStr 1. @GetArtisanAI (AI SDR) 2. @alloy_app 3. @salesforce Agentforce (AI SDR) 4. @GammaApp (Sales Decks) 5. @dealmomentum 6. @reve 7. @tryqualified (AI BDR) 8. @tryattention 9. @higgsfield_ai 10. @withdelphi (Digital Jason) Discover more: https://t.co/yGNxAsrzdt #AI #SaaS #AIAgents

By Jason Lemkin
Share Your Top AI Agent for Closing Deals
SocialDec 8, 2025

Share Your Top AI Agent for Closing Deals

What AI Agent helps you close the most business? 👉Add your #1 favorite to the SaaStr AI Community directory here: https://t.co/z83wRE2m0p https://t.co/DYbaYqCRtI

By Jason Lemkin
Enterprise Software's Revenge: AI Security Excuses & Growth Slump #shorts
VideoDec 8, 2025

Enterprise Software's Revenge: AI Security Excuses & Growth Slump #shorts

The video opens with a skeptical take on the prevailing narrative that enterprise‑software giants like ServiceNow would dominate the AI‑driven market. The speaker notes that, contrary to expectations, most incumbent vendors posted only modest or flat growth this year, suggesting...

By Jason Lemkin
No, Inbound Isn't Dead. The GTM Playbook Isn't Broken. But Your Moats Are Shrinking to Months.
PodcastDec 8, 20250 min

No, Inbound Isn't Dead. The GTM Playbook Isn't Broken. But Your Moats Are Shrinking to Months.

Jason Lemkin debunks the hype that inbound and traditional GTM playbooks are dead, showing that classic tactics still work but must be paired with modern AI tools to capture soaring demand. He highlights how top AI startups are run by...

By Jason Lemkin
Public‑public Mergers Lift Stocks, Not Employee Prospects
SocialDec 8, 2025

Public‑public Mergers Lift Stocks, Not Employee Prospects

Public-public deals like IBM + Confluent are good for investors (+34% boost to stock price) Often a good deal for CEO and few other execs if they just want to retire (understandable) and have a true exit. An IPO is...

By Jason Lemkin
SaaS AE Job Expectations Are Outdated in Today's Market
SocialDec 8, 2025

SaaS AE Job Expectations Are Outdated in Today's Market

Most SaaS AE interviews today, they're still looking for: - $300k OTE - Work from home - No travel - 100% in-bound - Side hustles fine - Strong SE support on product - Sell their way - Limited need to...

By Jason Lemkin
AI May Inflate B2B TAM, But Beware the Trap
SocialDec 8, 2025

AI May Inflate B2B TAM, But Beware the Trap

🚀Is AI really expanding TAM in B2B? 🔄 Or will we end up again in a ... TAM Trap? The latest 20VC with @HarryStebbings @rodriscoll + me https://t.co/GZ0atD0MKB

By Jason Lemkin
Founders Leaving $100M AI Startups Sparks Concern
SocialDec 7, 2025

Founders Leaving $100M AI Startups Sparks Concern

There seems to be an accelerating trends of founders quitting successful start-ups in the Age of AI … to found new start-ups. I see it all over my feed, and it happened twice in my portfolio in past 18 months....

By Jason Lemkin
Find Your Next B2B AI Exec with SaaStr Connect
SocialDec 7, 2025

Find Your Next B2B AI Exec with SaaStr Connect

Want help finding that next VP, your CRO, your head of demand gen? Our next SaaStr AI tool, SaaStr Connect will do just that Connect with best CEOs in SaaStr community with best execs in B2B + AI Sign up for waitlist in...

By Jason Lemkin
Slack + Platform: Salesforce’s Fastest‑Growing, Potentially Greatest B2B Deal
SocialDec 7, 2025

Slack + Platform: Salesforce’s Fastest‑Growing, Potentially Greatest B2B Deal

Slack + Platform growing +19% at $8.8B in annualized revenue at Salesforce! Could Slack quietly be one of the greatest B2B acquisitions of all time? Maybe At a minimum, right now Platform + Slack are the fastest growting segment at Salesforce. The new AI...

By Jason Lemkin
Customers Crave Vendors Who Handle Everything, Not Just Brag
SocialDec 7, 2025

Customers Crave Vendors Who Handle Everything, Not Just Brag

There are so many products I would buy if the vendor just said "I'll do all the work for you" Instead, they all just want to tell me why they are 10x better But not really help me: - buy...

By Jason Lemkin
Growth Swells Teams, Dilutes Focus at Every Scale
SocialDec 6, 2025

Growth Swells Teams, Dilutes Focus at Every Scale

$0-$1m ARR: tiny team does it all themselves $1m-$10m ARR: assemble world-class team $10m-$50m ARR: somehow, it now takes 2x as many people to do anything as it used to $50m-$250m ARR: not sure what most of the company does

By Jason Lemkin
AI Becomes Commodity as B2B Giants Shift Strategies
SocialDec 6, 2025

AI Becomes Commodity as B2B Giants Shift Strategies

📰 Top AI+B2B News - Sat, Dec 6 https://t.co/MWFHfEuzpm Top Stories: 1. Wealthfront wants just $255 million net from IPO 2. Microsoft (MSFT) to Hike Prices for Commercial Office 3. Salesforce CEO calls AI a 'commodity feature' Top SaaStr Articles: 1. 4 Reasons to Send Investor...

By Jason Lemkin
VCs Overload Winners, Driving Sky‑High Valuations
SocialDec 6, 2025

VCs Overload Winners, Driving Sky‑High Valuations

Larger VC funds want to cram more and more capital into their winners. More than ever. It’s not that complicated but two core reasons: #1. Fewer and fewer winners, so everyone wants to throw money at whatever truly breaks out...

By Jason Lemkin