Recent Posts
Social•Dec 22, 2025
Blueprint: Build a Hot AI Startup to IPO
-> https://t.co/NlPWFTrkQ8 is getting there - Found hot AI startup - Pick top accelerator - Poach from other AI start-ups - Build to Series A, IPO, and ... beyond https://t.co/2tS4gKNkhp
By Jason Lemkin
Social•Dec 22, 2025
CEOs Must Grow TAM Annually or Fall Behind
Your job as CEO: Every year, materially expand your TAM What have you done this year? If nothing ... you're pretty far behind. Move much, much faster in 2026.
By Jason Lemkin
Video•Dec 22, 2025
Intercom's BRUTAL AI Transformation: From Crisis to ChatGPT Revolution #shorts
Intercom’s leadership used the emergence of ChatGPT as a catalyst to overhaul its product strategy, shifting from a traditional SaaS model to an AI‑first company. The short‑form video recounts how co‑founder and CEO Owen Van Natta returned to the helm...
By Jason Lemkin
Social•Dec 21, 2025
More Expensive LLMs Aren’t Always the Better Choice
There are times when the very latest LLM is the best, and there are times when the most expensive LLM is the best. And there are times when it isn't. We've run 2,700 VC Pitch Decks through SaaStr AI VC so I...
By Jason Lemkin
Social•Dec 21, 2025
VCs Gain IPO Gold While Consumers Miss Gains
"All the leaders from SpaceX to Stripe to Anthropic to Databricks waiting to IPO is the gift of a lifetime to venture capital. Yes, the consumers have been protected from bad news. But they've also been blocked from all the massive appreciation."...
By Jason Lemkin
Social•Dec 21, 2025
First SDR Teams Demand Heavy Management and Constant Recruiting
The toughest part of building your first SDR team is how to manage it: 1/ Need a lot of management 2/ Turnover often high 3/ Who will train 4/ Need constantly be recruiting 5/ Often junior Outbound always works. Always....
By Jason Lemkin
Social•Dec 20, 2025
Anthropic Takes Enterprise Lead as OpenAI Shifts to Consumers
The AI LLM market share story of 2023-2025 is one of just ... massive change. Fast. Enterprise LLM Market: 2023: OpenAI 50% | Anthropic 12% | Google 7% 2025: Anthropic 40% | OpenAI 27% | Google 21% 🥇Anthropic went from distant third to...
By Jason Lemkin
Social•Dec 20, 2025
From Poor to Best: Support Can Turn Around Quickly
Had an issue on @Replit last night and they pushed a fix in wee hours of morning Went from mediocre support (at best) in June 2025 to … the best support I’ve gotten this year in December 2025 You can do the...
By Jason Lemkin
Video•Dec 20, 2025
Figma IPO: From Hype to Reality #shorts
The video dissects the recent Figma IPO, contrasting the initial fanfare that likened the deal to a consumer‑tech blockbuster with the more subdued reality of its pricing and market reception. Host Jason frames the IPO as a bellwether for the...
By Jason Lemkin
Social•Dec 19, 2025
Future AI Millionaires Earn Equity, Not Founders' Shares
The AI Wealth Machine is like nothing we have ever seen before. 🔎Nvidia has created ~27,000 millionaires. 78% of employees. Half worth $25M+. Jensen Huang: "I've created more billionaires on my management team than any CEO in the world." 💥OpenAI is catching...
By Jason Lemkin
Social•Dec 19, 2025
AI B2B Takes Off in 2026 After 2025 Foundations
We are literally >just< getting going in AI B2B. Really, most stuff didn’t even work before Claude 4 and the beginning of 2025. That’s why Lovable, Replit, Cursor, Gamma, etc. exploded. The models alone weren’t good enough — until early...
By Jason Lemkin
Social•Dec 19, 2025
SpaceX's $1.5T IPO: Who Will Fund It?
"The SpaceX IPO at $1.5 Trillion 1⃣Who will buy? 2⃣Could the valuation get walked back? 3⃣ Will the Big Vision justify it? 4⃣Could Google anchor the IPO for $10B+?" The latest with @rodriscoll @HarryStebbings + me https://t.co/YBJayKYQrp
By Jason Lemkin
Social•Dec 19, 2025
Remove Mediocrity Quickly to Preserve High‑Performing Teams
A truly high performing team gets brought down by even one mediocre player The better the team, the faster you have to root the mediocre out
By Jason Lemkin
Social•Dec 18, 2025
AI-Native B2B Firms Surge, Seat‑based SaaS Lag
The Great B2B Bifurcation of 2025 Palantir +142%. HubSpot -51%. Despite the fact both businesses end the year pretty strong. Some patterns from the top 25 B2B / SaaS public companies: What's working: 🔼AI-native infrastructure (Palantir, Cloudflare, MongoDB) 🔼Mission-critical + high switching costs (CrowdStrike, Palo...
By Jason Lemkin
Social•Dec 18, 2025
Top CROs Have Already Built 2026 Teams
The best CROs have mostly recruited the teams they need for 2026 already Half the job is recruiting
By Jason Lemkin
Social•Dec 18, 2025
Thiel’s Kind Dismissal Leads to SpaceX’s Biggest Bet
"Peter Thiel fired Elon Musk. Be -- he was kind about it. And he left Elon with all his economics (12% of PayPal). Be kind. He did what he had to do, but he was kind. And then Elon...
By Jason Lemkin
Social•Dec 18, 2025
Simplify LLM Scaling with OpenRouter, Avoid Model Chaos
I can be slow sometimes I didn't totally get why products like @OpenRouterAI are a big deal but this week I hit API issues with OpenAI and had to manually add a fallback to Anthropic. A real pain. And I also...
By Jason Lemkin
Social•Dec 18, 2025
Scale Faster: Hire Leaders Better Than Yourself
How do founders that have never done it before scale to $10m, $100m, $1B in ARR? They hire people better than them This is the mistake most Stretch VPs make. They don’t hire folks better & later more experienced than...
By Jason Lemkin
Video•Dec 18, 2025
AI Unicorns: Why Most Will Fail (Startup Cement Shoes) #shorts
The video tackles the growing skepticism around AI‑focused unicorns, arguing that legacy incumbents in B2B markets face a paradox: they own massive customer bases and data assets, yet those very assets become a liability when trying to pivot to AI‑first...
By Jason Lemkin
Social•Dec 17, 2025
AI Agents Outperform Average SDRs—Deploy Yours Now
20 AI Agents in Production: Inside the AI GTM Revolution with @kylecnorton 5 things every CRO/CMO needs to know: 1⃣AI agents are better than mid-pack SDRs now. Not the best—but better than average. That's enough to change everything. 2⃣Deploying the first agent...
By Jason Lemkin
Podcast•Dec 17, 2025•0 min
The Present and Future of AI in Sales and GTM A Deep Dive with Jason Lemkin and Kyle Norton,...
Jason Lemkin and Owner CRO Kyle Norton discuss how AI agents now outperform average AEs and SDRs, reshaping GTM team structures. They stress that CROs/CMOs must personally train at least one agent within 30 days, choose one or two vendor...
By Jason Lemkin
Social•Dec 17, 2025
Free Trials Rarely Turn Into Paid Enterprise Customers
% of Free edition SMB users that convert to paid: 1%-5%, typically % of Free Pilot “customers” in Enterprise that pay nothing, that then magically convert to paid at end of a free pilot: 0.00000000001%
By Jason Lemkin
Video•Dec 17, 2025
AI and the Death of the 2021 Sales Playbook with SaaStr CEO and Founder Jason Lemkin
In the latest SaaStr podcast, founder and CEO Jason Lemkin tackles the myth that the 2021 B2B SaaS go‑to‑market playbook is dead, arguing that the core sales motions—webinars, inbound, outbound—remain effective, but the market dynamics have shifted dramatically due to an...
By Jason Lemkin
Video•Dec 17, 2025
Hyper-Aggressive Team: The CEO's Secret to Velocity #shorts
The video focuses on a leadership concept the speaker dubs “hyper‑aggressive” – a state of relentless velocity that a CEO must instill to overcome the natural inertia of early‑stage companies. The narrator argues that true hyper‑aggression is evident when every...
By Jason Lemkin
Social•Dec 17, 2025
Founders Must Lead in AI's Disruptive Era
One CEO I have insane respect for is Daniel Dines, CEO of UiPath. After the better part of two decades — and it taking 10 years to get the first $1m ARR (!) — he stepped down as CEO, a billionaire,...
By Jason Lemkin
Social•Dec 16, 2025
Seeking B2B AI Talent for $10k MRR Role
I'd like to add someone to help me with @saastrfund This is primarily an in-bound venture role, and a chance to learn If you know what the best looks like at $10k MRR in B2B+AI, email me
By Jason Lemkin
Social•Dec 16, 2025
Get Top Sales, Marketing, and CS Executives Fast
Ready to find that VP of Sales, that CMO, that VP of CS you need? We'll find them for you Sign up for SaaStr Connect waitlist here -> https://t.co/bWMEWSqwAl https://t.co/73yBH4AzU8
By Jason Lemkin
Social•Dec 16, 2025
Build SaaStr University 2.0 Yourself with Replit
In early 2026, it will be time to rebuild SaaStr University 20,000 founders have used it to learn GTM, it’s free courses and it’s great. But it’s also time to rebuild it. So the question is: - Use existing platform - Pick a...
By Jason Lemkin
Social•Dec 16, 2025
Overnight Successes Usually Take Two Years to Start
Most overnight success stories were founded at least 2 years before you’d ever heard of them Often, 2 years before they even had a paying customer
By Jason Lemkin
Social•Dec 16, 2025
Notion’s Revenue Surge Outpaces Valuation, Proving Growth Beats Multiples
Notion: $2M seed → $11B in 12 years. A great case study on growing into your valuation The journey: 2013: $2M seed 2019: $3M ARR → $800M val (267x) 2020: $13M ARR → $2B val (154x) 2021: $31M ARR → $10B val (322x) ←...
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