Jason M. Lemkin - Latest News and Information
Technology Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
SaaStr founder & investor (SaaStr Fund); shares SaaS fundraising, valuation, term sheet and portfolio‑building insights.
We're thrilled Salesforce is back as a Diamond Partner at SaaStr AI Annual 2026! 🚀 The world's #1 CRM, now supercharged with AI agents to drive revenue at every stage of the funnel. Come find them May 12–14 at SaaStr AI 2026 in San Francisco Bay Area — 10,000+ AI + B2B founders, revenue leaders, and AI builders all in one place. Stop by their booth and say hi. 👋 #SaaStr2026 #SaaStrAnnual #AI #B2B
SaaS isn’t dead. But Old SaaS clearly is dying. No doubts about it now. 90% of public SaaS companies continue to decelerate. For many, customer counts are essentially flat. No one wants to buy that stuff anymore unless they have...
Net dollar retention has settled into 110-120% across most B2B companies — stabilizing after years of decline from pandemic highs. Gross retention is holding at 94-97%. The churn isn't the problem. Expansion is. Companies that own the AI agent layer...
We vibe coded our own AI VP of Marketing and own Customer Success / Customer Project Management platform. Why? We just couldn’t find the former at all (AI VP Marketing), and all the Customer Success platforms are all way too...
