Today's SaaS Pulse
Salesforce Launches AgentExchange, a Unified AI Marketplace with $50M Builder Fund
Salesforce has merged its three app and AI stores into a single AgentExchange marketplace, offering over 13,000 ready‑made apps, AI agents, and automation components. The platform features intent‑aware search, one‑click buying, and instant activation within Salesforce or Slack, and includes a $50 million builder fund to encourage partner development.
Also developing:
By the numbers: Loop raises $95M to scale its supply‑chain AI platform
Why the Most Impactful AI Strategies Still Start and End with People
AI agents are emerging as powerful productivity tools, but PwC argues they are amplifiers rather than replacements for human talent. Executives view AI agents as a near‑term competitive advantage, with 73 % expecting significant gains, yet success hinges on aligning agents with skilled teams and robust governance. The report highlights a talent crunch—tech firms are outbidding rivals for AI experts—and a stark upskilling gap, as fewer than one‑third of CEOs plan dedicated training. Ultimately, organizations that invest in people, adapt oversight models, and deploy agents in high‑impact functions will capture the most value.
Shift From UI to Agent Experience with Prompt Guidance
Seemingly everyone is replacing point-and-click with a prompt bar. Design no longer differentiates. We're going to need to differentiate on the *agent* experience instead. One 🔥 example from Replit : The product helps you improve your prompt. Most of us...
Don’t Let Metrics Become Targets, Focus on Humans
"When a measure becomes a target, it ceases to be a good measure." - Goodhart's Law I've been on a bit of a metrics and attribution kick lately, and I talked a bit about Goodhart's Law in my conversation with...
The 8 Things No One Tells You About ‘Prosumer’ Vibe Coding (That You Need To Learn To Build a Real...
Jason Lemkin outlines the hidden challenges of AI‑assisted ‘vibe coding’ for B2B SaaS products. While AI agents can generate functional code quickly, they also hallucinate, require rigorous verification, and lack built‑in quality controls. Lemkin stresses that non‑technical founders must adopt...
Why IBM CEO Arvind Krishna Is Still Hiring Humans in the AI Era
IBM CEO Arvind Krishna acknowledges that early Watson efforts were technologically sound but mis‑timed, prompting a shift toward modular, enterprise‑focused generative AI via the new Watsonx platform. He argues that AI costs will fall dramatically over the next five years...
Demand One Unreasonable Effort to Drive Massive Growth
"What is the one thing you will put unreasonable effort into this week?" That's the question Richard Hollingsworth asks his team every Monday. And considering his company, Fyxer AI , went from $1M to $18M ARR in just 9 months...
AI Hype Dies; Startups Shift From Replacement to Augmentation
11x and Artisan burned brighter than any AI startups in early 2025. Massive funding rounds ($500M+). Viral media campaigns. You couldn't mention AI SDRs without talking about them. Now? Crickets... But here's what nobody's saying: They didn't disappear. They pivoted....
OpenAGI Emerges From Stealth with an AI Agent that It Claims Crushes OpenAI and Anthropic
OpenAGI, a stealth startup founded by MIT researcher Zengyi Qin, unveiled Lux, an AI foundation model that autonomously controls computers. Lux achieved an 83.6% success rate on the Online‑Mind2Web benchmark, outpacing OpenAI’s Operator (61.3%) and Anthropic’s Claude Computer Use (56.3%)....
Free 2026 Martech Report Launch Tomorrow – Get Priority Access
After months of research and interviews, tomorrow (Dec 2) is the big release of our new 123-page MARTECH FOR 2026 report. 🚀 There's still time to sign up to get priority access to the report at 11am EST and have...
Security Researcher Uncovers 17,000 Secrets in Public GitLab Repositories
Security researcher Luke Marshall scanned public GitLab Cloud repositories and uncovered more than 17,000 exposed secrets across 2,800 unique domains. The findings dwarf similar scans of Bitbucket (6,200 secrets) and Common Crawl (12,000 valid secrets). Most leaked credentials were recent...
Postgres + Pgvector Outperforms Pinecone for RAG
I just brutally cut another 3rd-party dependency. Our Vector Database: Pinecone. Pinecone used to be an essential building block in Aidbase's RAG system. It would store tens of millions of individual knowledge points from the custom models our users are training on their...
“PMs Who Use AI Will Replace Those Who Don’t”: Google’s AI Product Lead on the New PM Toolkit | Marily...
In this episode, Google AI Product Lead Marily Nika demonstrates a full AI‑driven product management workflow using a smart‑fridge concept, from Reddit‑sourced user research with Perplexity to PRD generation via custom GPTs, interactive prototyping with v0, and stakeholder‑ready video mockups...
Two Billion+ B2B Companies Lost Salesforce Access Indefinitely. This Is Your Security Wake-Up Call.
Two high‑profile SaaS vendors, Gainsight and Drift, were forced off the Salesforce AppExchange after a sophisticated threat actor stole OAuth tokens and exfiltrated data from hundreds of customers. Salesforce revoked the compromised tokens, pulling both companies' integrations offline indefinitely. The...
AI Stack Delivers 70% Response, 15k Emails, $1M Leads
We’ll share TOMORROW at SaaStr AI LDN our whole AI stack live, how it works, what doesn’t, and an open AMA: - How we really got a 70%+ response rate on @salesforce Agentforce - How we sent 15,000 outbound emails with AI...
Six Billion Reasons to Cheer for Shopify
Shopify merchants generated $6.2 billion in sales on Black Friday, a 25 % increase over the previous year. The platform’s infrastructure endured extreme load, peaking at 31 million API requests per minute and handling 53 million reads and 2 million writes per second. This scale...
Buyer Journey Now Pinball, Not Funnel: 7 New Problems
NEW post - https://lnkd.in/g9mxMCt3 This week's #5MinuteWhiteboard is a follow-up to last week's exploration of how the clean, funnel-shaped buyer journey of years past no longer exist (and today that journey looks more like a pinball machine). It's not just...
Capture the Full Value of Your Technology with Financial Intelligence
Apptio’s Technology Business Management (TBM) platform adds a Financial Intelligence Layer that unifies data from ERP, cloud, ITSM, HR and other systems. By normalizing and enriching these inputs, the solution enables FinOps, IT financial management and strategic portfolio management teams...
Agent Coordination Is the Missing Piece in AI Commerce — New AWS and Visa Blueprints Target the Gap
AWS has added Visa’s Intelligence Commerce platform to its Marketplace, pairing Visa’s Trusted Agent Protocol tools with Amazon Bedrock and AgentCore. The joint effort includes publicly available blueprints that streamline multi‑agent workflows such as travel booking and B2B payment reconciliation....
Founder CEOs Drive Most B2B IPO Wealth
The GOATs of B2B: The Founders That Delivered The Biggest IPO Returns of All How founder CEOs created generational wealth for investors who believed in their vision While Wall Street debates the next big IPO, some B2B software founders have...
AI Hype Promises DIY Enterprise Tools, Businesses Remain Skeptical
X: “You can just roll your own Workday or Salesforce in a day using AI why would anyone pay anything” 95% of Businesses: “What”
PagerDuty Falls to ~$1B Market Cap on $500M ARR. Just 2x ARR. Profitable Isn’t Enough. You Have to Grow.
PagerDuty reported $497 million ARR, up only 3% YoY, and became GAAP profitable, yet its market cap slipped to about $1.1 billion—roughly two times ARR. Growth has stalled at 4‑5% and net‑revenue retention fell to 100%, meaning existing customers no longer expand....
SaaStr AI London Conference Now Open for Registration
And SaaStr AI LDN is open!! https://t.co/ahWAezvXSB
Win
Want 50% OFF SaaStr Annual 2026 tix? Win at https://t.co/9qnBt2pnqb "The year is 2049. You are an Account Executive attending SaaStr AI LDN... The product doesn't exist. The quota is real." https://t.co/R4cnsMADlt
The Future of AI-Powered Sales with Vercel COO, Jeanne DeWitt
In this episode, Lenny Rachitsky talks with Vercel COO Jeanne DeWitt about how AI is reshaping go‑to‑market (GTM) strategy, emphasizing the growing importance of GTM engineering and data‑driven segmentation. Jeanne shares practical advice on building sales organizations that earn the...
Comparing Recent Usage of ChatGPT, Gemini, Claude, Perplexity
Can you tell me how you're using ChatGPT vs. Gemini vs. Claude vs. Perplexity over the last 30-60 days? Has anything changed, are you using more than one of these tools, just going deep with one, different use case/reason for one...
Turn Rough Recordings Into Polished Videos Instantly
Your product ships fast. Your videos should too. @goClueso turns any rough screen recording, document, or slide deck into a stunning video in minutes. 1,000+ startups and enterprises already use Clueso for product demos, onboarding, training, product marketing, support documentation, sales enablement,...
OpenAI Reveals ChatGPT’s Most Popular Features – and the Top One Might Surprise You
OpenAI marked ChatGPT’s third birthday by releasing usage data that shows the chatbot now handles roughly 29,000 messages per second and serves 800 million weekly active users. Across the globe, three‑quarters of interactions revolve around practical guidance, information retrieval, and text...
Prioritize Distribution Before Perfecting Your Product
Focus your startup on distribution 1st then build the best product 2nd.
Tailscale Makes VPN Switching Effortless with Magic DNS
Never thought a VPN could get me excited, but I love how easy Tailscale makes switching between nicknamed tailnets, and giving me access to all these magic DNS endpoints. Such a great product. https://t.co/Pxxxxr7YyV
Ontology Is the Real Guardrail: How to Stop AI Agents From Misunderstanding Your Business
Enterprises pour billions into AI agents, yet real‑world deployments falter because agents lack true understanding of siloed business data. The article proposes an ontology‑based single source of truth—defining concepts, hierarchies, and relationships—to bridge this gap, enabling agents to interpret context,...
Shopify Shows How Far Rails Can Scale
"Shopify is the patron saint of Ruby on Rails. Its infrastructure team is the backbone of our ecosystem, and its continued success the best case study of how far you can take this framework and language. They deserve a gawd...
Rails Introduces Schematized JSON Accessors for Flexible Settings
Rails is getting schematized json attribute accessors with has_json and has_delegated_json. Very helpful for settings, flags, and other data bags that can grow without migrations, need defaults, and typed assignment from UI strings. https://t.co/dOrRQHbqqp https://t.co/Z8Pycz2J2T
AI‑Driven GTM Becomes the New Competitive Edge
What world-class GTM looks like in 2026 with Jeanne DeWitt Grosser (@jdewitt29) Jeanne built @Stripe's legendary sales team from the ground up, and is currently COO at @Vercel, where she oversees marketing, sales, customer Success, and rev ops. In our conversation, we...
AI-Driven GTM: Building Sales Teams That Scale
What world-class GTM looks like in 2026 with Jeanne DeWitt Grosser Jeanne built Stripe 's legendary sales team from the ground up, and is currently COO at Vercel , where she oversees marketing, sales, customer Success, and rev ops. In...
Cheaper Development Spurs Competition, Not Commercial Software Value
Lowering the cost of building software does not change the fundamental value proposition of commercial software. Commercial software means that you get a dedicated organization that is accountable to running your tech, keeping your tech up to date with the...
Adobe's AI Gamble Threatens Its Creative Monopoly
Adobe’s AI push could cost them their monopoly and become their biggest strategic mistake👇 For years, Adobe has dominated the creative software market. Photoshop. Illustrator. Premiere. But that dominance is exactly what puts Adobe at risk. Adobe is The Innovator’s...
Mission Defines Today, Vision Guides Tomorrow
What's the difference between a company's mission and vision? Here's how I think about it... A mission states who the company is, what it is pursuing and why. It's describes what is (hopefully) happening *today*. A vision describes where the...
Hobby‑Driven F1 Gaming SaaS Hits $33K ARR
Love seeing founders turn their hobbies into profitable businesses. Live on @acquiredotcom: F1 gaming performance tracker SaaS. > $33K ARR > $26K TTM profit > 15% growth Full listing: https://t.co/k4yxWJv4Lx https://t.co/DaibGHHotW
Public Markets Value SaaS at 2‑6× Revenue
This post from @rohitdotmittal says the quiet part out loud. Ultimately the public markets are the arbiters of value. So many great SaaS cos trade between 2x and 6x revenue. Important for founders to know this.
Buyers React After Losing Deals on Acquired.com
Buyers after losing deals on @acquiredotcom: https://t.co/8lorf6uHHK
Build SaaS with AI, No Coding Needed
If you’ve got a SaaS or AI product idea. But you don’t know how to code. You have two options: You can hire mercenary engineers to build it for you. Or, you can use AI to build it yourself. Now you’ve probably tried vibe coding...
B2B Payments: Shift From Money to AI‑Driven Negotiation
B2B payments isn’t a payments problem — it’s a communication + negotiation problem. Duncan Barrigan explains how Lunos is building an agent-to-agent future where AR and AP move at the speed of AI, not humans. Watch Episode 220 👉 https://t.co/r7Q1ZbKANk https://t.co/UNVEENvgYK
Scaling to $100M Is Getting Dramatically Faster
The pace from $1m to $100m keeps accelerating. Proud to be a supporting investor (and very early customer) at @saastrfund
Revenue Is Non‑negotiable, Truth Can Bend
Truth is Flexible. Revenue is Mandatory. SaaStr AI LDN starts >tomorrow< https://t.co/JzwXFUEbZq
Excited for SaaStr AI LDN Kick‑off Tomorrow!
Getting ready for SaaStr AI LDN kick-off tomorrow afternoon! See EVERYONE then!! https://t.co/uHO4iU1wJZ
Google's New Replit Rival: Functional Gaps, Surprising Humor
Trying Google’s new Replit / Lovable competitor It doesn’t have enough functionality yet But it does seem to have a decent sense of humor https://t.co/8dbniBEH4j
Williams Sonoma Boosts Holiday Service with AI Chef
So inspired by Williams Sonoma lighting up the season with Agentforce Service and 'Olive,' their incredible virtual chef, handling 60% of chats, they're making holiday shopping and cooking even more joyful and seamless for everyone. That's the spirit of customer...
AI Agents Turn Scarce Tasks Into Abundant Capabilities
On a daily basis there are new examples of AI agent use-cases that a company didn’t do previously because it was too expensive or impractical to scale. The economic impact of AI agents will be that we will, en masse, take...
AtlasGrid Unifies UI Mapping and Analytics for Faster Iteration
Design Meets Analytics AtlasGrid (@AtlasGridAI) is the new ‘source of truth’ for mobile apps. It maps your UI, connects your analytics, and gives your product team a clear picture of what people do in your app. Accelerate your product iteration: https://t.co/8jiaxXJUhc Congrats on...
Completed 18 Tasks in a Week with Unstoppable Flow
Knocked 18 tasks off my hit list this week thanks to Unstoppable Flow ✨ ✨ Try it here 👇 https://t.co/2GyyHn36Ab