Know What's Happening in SaaS
Apollo.io acquires Pocus to build an AI‑native GTM operating system
Apollo.io announced the acquisition of revenue‑intelligence startup Pocus, aiming to embed an AI‑native signal layer into its sales platform. The move adds behavioural‑driven scoring capabilities as Apollo, approaching $200 million in ARR and serving over 600,000 companies, expands its go‑to‑market stack.
Also developing:
By the numbers: Beautiful.ai secures $45M non‑dilutive capital
Seven public SaaS firms—Palantir, Rubrik, Figma, Klaviyo, Snowflake, and Shopify—are each growing ARR faster than 30% while surpassing the $1 billion threshold. Palantir accelerated to 48% YoY growth at $4 billion ARR, earning a 107× price‑to‑ARR multiple, while Rubrik’s subscription ARR rose 36‑38% at $1.2 billion ARR (12.7× multiple). Figma maintained a steady 48% growth at $1 billion ARR (27.3×), Klaviyo grew 40% at $1.2 billion ARR but trades at a modest 6.7×, Snowflake posted 38% growth at $4.6 billion ARR (18.3×), and Shopify re‑accelerated to 31% growth at $10.7 billion ARR (19.7×). The analysis underscores that clean, recurring‑revenue growth and acceleration at scale command premium valuations, whereas reliance on non‑recurring revenue or deceleration suppresses multiples.
This week on Clouded Judgement: Cloud Giants Report Q3 - Median software multiple: 5.1x - High Growth software median: 26.3x - Mid Growth software median: 7.5x - Low Growth software median: 4.0x - 10Y: 4.1% https://lnkd.in/gWd7C-Z9
Reddit CEO Steve Huffman told analysts that AI chatbots are not a major traffic driver for the platform, with Google search and direct visits still accounting for roughly half of its traffic each. The company posted a strong Q3 2025, reporting...
We've entered a world in which platforms dominate influence... not websites. But does that mean your website is irrelevant? Or less important than they once were? 🤔🤔🤔👇
Canva has merged Affinity Photo, Designer and Publisher into a single cross‑platform app and announced it will be offered "free forever" to all users, with future updates included at no cost. The free version provides the core pixel, vector and...
The International Criminal Court (ICC) in The Hague is planning to replace its Microsoft Office suite with Open Desk, an open‑source collaboration platform developed by Germany’s Zendis. The switch follows a 2025 incident in which the ICC’s chief prosecutor was...
Google announced a major upgrade to NotebookLM, expanding its context window to one million tokens—about eight times its previous limit—allowing the AI to ingest entire books, meeting transcripts, and large project files in a single session. The enhancement also boosts...
This week’s masterminds zeroed in on what it really takes to run a lean, profitable SaaS — from hiring smarter to mastering outbound, refining pricing, and dodging legal curveballs. We covered the messy middle of scaling: when to bring in...
This week’s masterminds zeroed in on what it really takes to run a lean, profitable SaaS...from hiring smarter to mastering outbound, refining pricing and dodging legal curveballs. We covered the messy middle of scaling: when to bring in a product...
OpenAI has launched Aardvark, a GPT‑5‑powered autonomous security‑researcher agent now in private beta, that continuously analyzes code, validates exploits and generates patches. The agent follows a four‑stage pipeline—threat modeling, commit‑level scanning, sandbox validation and automated patching—integrated with GitHub and Codex,...
What an absolutely lovely article to read today: https://coywolf.com/news/social-media/alertmouse-is-a-google-alerts-alternative-with-better-monitoring-filtering-and-insights/ Nothing better than finding out your friends appreciate the things you make ❤️❤️❤️
If you want to share data between organizations, BUs, then you gotta use Delta Sharing! If that raises questions, they're probably answered by these 10 FAQ: 1. What is Delta Sharing? 2. What makes Delta Sharing different? 3. Does Delta...
Private‑equity firm Francisco Partners agreed to acquire JAMF for $2.2 billion, a 50% premium to its recent share price but less than half the $4.6 billion market cap the company commanded on its 2020 IPO. The deal values JAMF at roughly 3.1×...
Another example of the unexpected changes of work due to AI agents is that we will start to see new bottlenecks emerge that we didn’t predict before. In a world where AI agents make engineers 2-3X more productive, the new...
Huge congrats to @alloy_app for growing 10x in less than 30 days!! -> https://t.co/MGKugp77a2 Alloy is AI prototyping for PMs that actually looks like your product. 1⃣Capture your app in one click 2⃣Chat to build features in minutes 3⃣Share with team/customers. Already in...
On October 30 2025, OpenAI’s ChatGPT suffered a partial outage that primarily affected free‑tier users, following a major Microsoft Azure disruption. Down Detector reported a spike to over 2,600 error reports around 3 PM ET, prompting OpenAI to confirm “increased errors on ChatGPT conversations...
Before you build your AI product, ask one question: would anyone switch from ChatGPT for this? https://t.co/5q8pqdKadg
This week on Clouded Judgement: Cloud Giants Report Q3 - Median software multiple: 5.1x - High Growth software median: 26.3x - Mid Growth software median: 7.5x - Low Growth software median: 4.0x - 10Y: 4.1% Article in next post 👇 https://t.co/WbeIhF3sRx
The post recaps a SaaS‑focused mastermind call that covered four practical challenges: hiring a product manager for a company approaching $5 M ARR, defending against California Privacy Act pixel lawsuits, acquiring a small software business, and optimizing year‑end taxes for a...
Cloud Giants Update: AWS (Amazon): $132B run rate growing 20% YoY (last Q grew 17%) Azure (Microsoft): ~$93B run rate (estimate) growing 39% YoY (last Q grew 39%) Google Cloud (includes GSuite): $61B run rate growing 34% YoY (last Q grew 32%, neither...
We’re back!! 20VC x SaaStr with Harry Stebbings , Rory O'Driscoll and Jason! Bottom Line Up Front: Three seismic shifts hit venture this week. OpenAI completed the most significant corporate restructuring in tech history, clearing the path for a potential...
The post tackles the "messy middle" of scaling SaaS businesses, offering practical guidance on hiring product managers, building cost‑effective marketing teams, and mastering cold‑email outreach with AI‑driven tactics. It stresses using internal talent and AI for product work, hybrid offshore‑onshore...
"Memory" is one of the top topics in AI today. Memory makes almost all our AI apps run better. But how much memory ... do you need? I honestly don't know, but my learnings so far: - "Digital Jason"...
Some great stuff coming up in our community. Agentic FP&A and Forecasting Saas Revenue. Join us here: https://lnkd.in/gD2avXCn
The SaasRise Mastermind recap outlines practical strategies for scaling SaaS businesses, from offshore marketing hires and cost‑effective growth leadership to building informal advisory relationships and managing product roadmaps. Key takeaways include leveraging South African agencies like Roocruit for T‑shaped marketers,...
OpenAI completed a landmark restructuring into a public‑benefit corporation, separating its for‑profit arm valued at roughly $500 billion and leaving CEO Sam Altman with no equity while Microsoft’s $13 billion stake positions it for a near‑10× return. Andreessen Horowitz announced a $10 billion...
AI didn’t replace recruiters, it cloned them. Serra is an AI recruiting agent that learns how you hire - your tone, your judgment, your style - and works 24/7 to find and engage the right candidates, both across the web...
Affinity announced that its three professional‑grade apps—Designer, Photo, and Publisher—are now completely free for all users, bundled into a single suite. The change follows the company's 2024 acquisition by Canva and dispels earlier fears of a shift to subscription pricing....
Go-to-market leaders — our Signalverse is about to blow up. 💥 You already know 6sense for intent, predictive, and technographic data… but soon, anything you can prompt will be at your fingertips. ✓ Want to find companies expanding product lines?...
Congrats to @MaxJunestrand, @siggelabor, and @WeAreLegora on their $150M Series C at a $1.8B valuation! Legora is the collaborative AI platform helping lawyers review and research faster, draft smarter, and advise with precision. In just six months, they've grown from 250 to...
The article outlines a 30‑60‑90 day plan for a new VP of Customer Success, emphasizing immediate customer engagement, internal alignment, and data analysis in the first month. In weeks 31‑60, the focus shifts to refining onboarding, establishing health scores, piloting...
There is going to be a rude awakening for the sales profession in 2026. Everyone is going to be surprised how many fairly big deals close without a sales exec. This isn’t to say they will close without a human involved. ...
MIT's new State of AI in Business report went viral for claiming that 95% of enterprise AI projects fail. But the real story isn't that AI doesn't work — it's just big companies can't build it. On the @LightconePod, @garrytan, @harjtaggar,...
Microsoft and Google reported surging AI-driven cloud demand, with combined remaining performance obligations and capex commitments swelling to roughly $555 billion as both ramp data-center builds and GPU capacity. Microsoft’s commercial RPO topped nearly $400 billion and Google’s backlog hit...
Only 1 in 10 SaaS companies ever make it to $10M ARR. And for the ones that do, it takes an average of 5-7 years from when they first start generating revenue. This comes from Kyle Poyar ’s analysis of...
I’m actually very pro meeting recording and ai summarization. But I’m not ok with bots joining as fake humans accomplish this. It’s a meeting between you and me. Not you and me and some startup’s viral growth strategy. Granola is...
Same here. Took 2.5 years to reach $1M ARR (for all my products combined). And then it plateaued for almost 2 years until I launched FounderStack. Many small businesses never even go beyond 6 figures, and they're still doing better than most! We...
Another day, another SHINING example of why https://alertmouse.com gets that cheddar, while Google Alerts is
If you want to use more Codex after you hit your subscription limits, you can now buy credits as needed. This is something we expect to do for compute-intensive features; it will let us keep subscription prices low for most users...
Wow — if you're subscribed to @Superhuman or Grammarly, email @superpower and they'll give you 20% off! 💜 Nicely done @maxmarchione and team 😄👏
Dome (@GetDomeAPI) is a unified API for prediction markets like Polymarket and Kalshi. Trade and analyze data across multiple platforms with one simple API. https://t.co/YsZk6Elw2Y Congrats on the launch, @kurushdubash & @princeofbothell! https://t.co/MxUm8aAQEE
This one’s as steady as SaaS gets. Live on @acquiredotcom: Salesforce native SaaS powering human services agencies with automated case tracking and compliance infra. > $1.9M TTM revenue > $467K TTM profit > 30% YoY growth > 1% churn Full listing: https://t.co/qcO6uCJvdC https://t.co/PvFgsCdfGH
More only works if you have feedback loops to get better. More for the sake of more doesn't move the needle.
Partnerships and community programs launched too early rarely hit the scale you want. Not because they're bad strategies — but because the network effects haven't had time to mature yet. Timing matters.
New episode with PodUp founder Nathan Gwilliam! 🎙️ Bootstrapping, service-enabled SaaS, and LTV/CAC mastery. A must-watch for SaaS builders 👇 https://t.co/YLrLMsWUCR 🚀 #SaaS #PodUp https://t.co/8MRkDXh6e5
Building because you can is easy. Building because you should takes discipline. That discipline is called product strategy and it runs on customer context.
SaaStr AI VC. Try it free -> https://t.co/XzJ5d0OqGr 🧮548,709 start-up valuations 🖥️1,657+ VC pitch decks graded 🧖♀️1,200+ active founders now 🫂503 VC connections made It's pretty darn cool https://t.co/nXGlRNz6mC
Insights from @Amplitude_HQ AI Visibility 🚀 @saastr is the #1 most-mentioned brand - ahead of @hubspot and @TechCrunch!! https://t.co/g6PJChA7Ll https://t.co/5bV9t5BPky
Our AI BDR booked 7 meetings on its own with our sales team last week. I mean you could argue a human could do a better job. Maybe. But the real thing is, you don't even have to hire than human...
Alloy (@alloy_app) is the tool for prototypes that look exactly like your product. PMs and designers have struggled with off-brand prototypes – built with “app builder” tools that look nothing like their existing app. They’re left with confused stakeholders, prototypes they can’t...
