Today's SaaS Pulse
OpenAI acquires Ona to embed secure workspaces for autonomous AI agents
OpenAI announced the acquisition of Ona, a 79‑person cloud development environment provider, to embed secure, persistent workspaces for autonomous AI agents. Ona’s platform has seen a 13‑fold rise in weekly agent sessions across banks, pharma firms, and sovereign wealth funds. Analysts estimate the deal value between $450 million and $500 million.
Also developing:
By the numbers: NinjaOne raises $400M Series C extension
AI Agents Are Running Wild on Developer Machines. Incredibuild Has a Fix.
Incredibuild unveiled Islo, a cloud‑based sandbox that gives each AI coding agent its own persistent, isolated environment. The platform separates agents from developers' laptops, eliminating the need to keep laptops half‑open and reducing credential exposure. Islo enforces granular network and filesystem policies at choke points and injects credentials only at the gateway. It launches with a free tier and paid plans at $0.07 per CPU‑hour and $0.04 per GB‑hour, targeting enterprise CI/CD and AI research workflows.
LIFT Consulting Teams with Scoot to Deploy Live AI Sales Coaching
LIFT Consulting and Scoot have formed a strategic partnership to embed Scoot's Live Advisor AI into every virtual prospect and customer interaction. The integration brings LIFT's Sales Optics® diagnostics and SalesFilm® framework to the moment of the call, promising 2.5‑times...
SPS Commerce Q1 Revenue Rises 6% as Amazon Recovery Boosts B2B Platform
SPS Commerce reported Q1 2026 revenue of $192.1 million, up 6% year‑over‑year, as Amazon‑related sales rebounded. The B2B SaaS firm highlighted 7% recurring‑revenue growth, a new $19.99 monthly fee for low‑revenue 3P sellers, and a $47.1 million share‑repurchase program, underscoring its scalable...
Assembly Software Launches AI‑powered Smart Document Filing for Personal Injury Firms
Assembly Software introduced Smart Document Filing with NeosAI, an AI‑driven feature that automatically classifies, names, summarizes and extracts data from case documents. The capability is live for NeosAI Platinum firms and promises to replace a multi‑step manual workflow with a...
Multiplier Launches Global Payroll Payments Platform, Targeting $200B Cross‑Border Salary Market
Multiplier introduced Global Payroll Payments, the final piece of its Global Exchange for Work™ infrastructure, to unify hiring, payroll, compliance and payments across 160+ countries. The service expands Multiplier’s processing from $2 billion to an expected $4.5 billion annually, tackling a fragmented...
BlueCat Deploys LiveAssist AI Across Network Suite, Enabling Actionable Automation
BlueCat Networks announced that its LiveAssist AI virtual engineer is now integrated across its entire product portfolio, including upcoming DDI support and a SaaS rollout on the Horizon platform. The expansion, slated for public release in July, moves the technology...
Keeper Security Unveils Agent Kit to Safeguard AI‑Driven DevOps Workflows
Keeper Security announced the launch of its Agent Kit, a suite of AI‑ready security tools that integrate Keeper Secrets Manager and Keeper Commander with leading code‑generation agents. The open‑source kit lets AI agents retrieve secrets without exposing credentials, addressing a...
Canopy Launches Canopy Coworker
Canopy, a Lehi‑based practice‑management platform, unveiled Canopy Coworker, an AI‑driven execution layer that automates multistep workflows across its CRM, document‑management, and billing modules. The tool enables autonomous client onboarding, proactive scope‑creep detection, regulatory deadline cascading, missing‑document audits, and capacity planning...
Shopify Pushes Ecommerce From Search to AI‑driven Conversation with New Chatbot Tools
Shopify announced a dual rollout—Agentic Storefronts in its Winter ’26 edition and a new integration with AiChat’s conversational commerce platform—aimed at moving online retail from traditional search to AI‑powered chat interactions. The moves promise up to 23% higher conversion rates...
Varonis Uncovers Bluekit, a SaaS Phishing Kit that Bypasses 2FA and Mimics 40+ Brands
Varonis Threat Labs identified Bluekit, a software‑as‑a‑service phishing kit that can spoof more than 40 global brands and evade multi‑factor authentication. The platform automates domain registration, hosting and data exfiltration, lowering the barrier for large‑scale credential theft.
AI Agents Surge, Driving Demand for System‑of‑record Tools
Atlassian’s results surprised Wall Street, but it shouldn’t be a surprise. The simple heuristic for the future of software is that when there are 100X more agents than people, which parts of software will grow because agents are doing more...
Build a Solid Data Foundation Before AI Layer
CFOs, boring stuff first; sexy stuff second. We've been talking about data and data structure since the release of on-premise software. This is how I'm thinking of the progression of our data structure for SaaS FP&A and SaaS metrics. I've...
Top Strategic Planning Software for Cities (2026) | ClearPoint Strategy Blog
ClearPoint Strategy is the only strategic‑planning platform purpose‑built for U.S. cities, topping a comparison of seven vendors based on six weighted criteria. The analysis draws on usage data from 7,776 government plans, revealing that 74% of metric owners never submit...
Atlassian And ServiceNow: The Dominant AI-Enabled IT Management Platforms Lean Into Context Graphs
Atlassian and ServiceNow are cementing their dominance in AI‑enabled IT management by making context graphs the core of their platforms. ServiceNow unveiled a Context Engine that fuses its CMDB, knowledge graph, cyber‑asset graph and Veza access graph, while Atlassian’s Teamwork...
Twilio CEO on Its ‘Milestone Quarter’
Twilio reported its fastest revenue growth in over three years, driven by a surge in AI‑driven demand. The company highlighted a 20% increase in its voice channel for the sixth consecutive quarter, underscoring the impact of voice‑AI workloads. CEO Khozema...
AI's New Innovator's Dilemma: Products Threaten Their Own Customers
The new innovator’s dilemma A founder told me about meeting with the CEO of a large vertical software company. She walked away realizing he was in a tough place: to fully harness AI in his hero product would mean...
Perplexity AI Wipes User Credits, Eroding Goodwill
jeez @perplexity_ai is really nickel and dimeing users with usage credits. completely wiped all of mine to 0 even though though I should have like 5k-10k left over. I use perplexity & comet daily but extorting individual users doesn't make...
Google Added 25 Million New Subscribers in Just Three Months with YouTube Premium Growing
Google announced that it added 25 million new paid subscribers in Q1 2026, bringing its total paid subscriber base to 350 million across Google One, Gemini, YouTube Premium, and YouTube Music. The surge was driven primarily by YouTube Premium and YouTube Music, which...
Merging Two Form Versions Ends Major UX Debt
Confession For years Senja had two versions of testimonial forms: Classic and 2.0 Every user had to pick. Every support convo started with "which one are you on?" Every flow got built twice. Today we're merging them. All 34,000. This is the biggest technical...
XAI Launches Grok 4.3 at an Aggressively Low Price and a New, Fast, Powerful Voice Cloning Suite
Elon Musk’s xAI unveiled Grok 4.3, its latest proprietary large‑language model, alongside a new Custom Voices voice‑cloning suite. Grok 4.3 introduces a permanent reasoning mode, a 1 million‑token context window, and aggressive API pricing of $1.25 per million input tokens and $2.50 per...
Loopio Becomes the First Response Management Provider to Launch a Microsoft 365 Copilot Agent
Loopio has launched the Loopio Copilot Agent, the first RFP‑software integration with Microsoft 365 Copilot. The agent embeds Loopio’s approved response content directly into Teams, Word, PowerPoint, Outlook and OneNote, allowing users to search, summarize and re‑format answers in real time....
Your May Premier Membership Links and Dates
Substack’s Premier membership for May has been updated with new links and dates, prompting writers to bookmark the dedicated Premier homepage. The program is positioned as a tier beyond the standard paid subscription, offering deeper tools and resources. Its core...
Trice Imaging Accelerates Growth in Women’s Health Sector
Trice Imaging unveiled a suite of upgrades to its FDA‑cleared Tricefy platform, adding dynamic reports synced with growth charts, expanded patient history capture, and a revamped Single Sign‑On security module. The company announced new market‑access partnerships with ModMed’s synapSYS and...
GTCR Teams with Data Veteran Brian Crotty to Launch Avelis Holdings
GTCR announced a partnership with seasoned data executive Brian Crotty to form Avelis Holdings, a subscription‑based market‑intelligence platform targeting commodity and industrial sectors. The move underscores GTCR’s Leaders Strategy™ of building operating capabilities alongside seasoned CEOs to capture fragmented data...
Alto Unveils Alto Intelligence Suite of Five AI Tools for Real‑Estate Professionals
Alto announced the launch of Alto Intelligence, a suite of five AI capabilities embedded in its platform for real‑estate professionals. The tools, from AI‑driven compliance to predictive prospecting, draw on the company's two‑decade‑long transaction data and serve roughly one‑third of...
Pinterest Cuts AI Spend, Turns to Open‑Source Models to Boost ROI
Pinterest announced it is shrinking its AI budget and adopting a model‑agnostic strategy that blends open‑source, proprietary and third‑party models. The move aims to lower token costs and deliver measurable ROI on its AI‑powered SaaS features, signaling heightened investor pressure...
Plaid Launches Upgraded Engine for Plaid Income, Boosting Verification Accuracy
Plaid announced a rebuilt engine behind its Plaid Income product, delivering a 48% lift in income classification accuracy and 84% precision for earned‑income detection. The upgrade adds a transformer‑based model and a richer six‑tier taxonomy, promising lower friction for fintech...
Ep. 197 - The SaaS Retention Problem Starts Before the Customer Signs
In this episode, Jason Roberts, a veteran B2B SaaS executive turned fractional advisor, explains how retention problems often begin long before a contract is signed. He argues that growth‑stage SaaS firms focus too heavily on top‑of‑funnel demand generation while neglecting...
Per‑Seat Pricing Is Becoming Obsolete in Cloud Era
From Clouded Judgement: The Death of Per-Seat Pricing? https://lnkd.in/dRuhabUs
GhostBox – Disposable Little Machines From the Global Free Tier.
GhostBox is a CLI‑driven service that spins up short‑lived Ubuntu VMs from the Global Free Tier, delivering SSH access, Cloudflare tunnels, Tor backups, and public preview URLs with a default 89‑minute time‑to‑live. Users can launch a machine with a single...
How Narrative AI Insights Help Fundraisers Act Faster
Blackbaud has rolled out Narrative AI insights within its Online Giving product, turning raw donation‑form data into plain‑language recommendations. The AI synthesizes metrics, traffic sources and peer benchmarks to tell fundraisers not just what happened, but what to do next....
Stop Isolated Tactics; Build a Connected Revenue System
Every B2B marketing team hits the same wall: - They're generating nice volume of leads. - Content is publishing and ads are running. - Pipeline targets look achievable on paper. Then the board asks why revenue isn't following. Nobody knows...
Tailor Scaling Strategy to Your Market’s Blitzscale Pressure
This week, I had the chance to speak at a Harvard Business School (HBS) Association of Northern California event. One of the key discussion topics was how to adapt your scaling strategy to the “blitzscale” pressure of your category. If...
Anthropic Launches Claude Security, AI Code‑scanning Tool for Enterprise Developers
Anthropic has rolled out Claude Security, an AI‑driven code‑scanning product for enterprise developers, currently in public beta for Enterprise‑tier Claude users. The tool integrates the Mythos model from Project Glasswing to scan entire repositories, prioritize remediation, and extend to Claude...
Make Pricing Pages AI‑Ready with Full Transparency
I regret to inform you that you need to change your pricing page (again). It was designed for humans. Now you need to rethink it for AI agents. Humans like simple, easy to understand pricing. We get overwhelmed by having...
Y Combinator Alum Skio Exits for $105 M Cash After Raising Just $8 M
Skio, the 2020 Y Combinator graduate founded by Kennan Frost, was bought by competitor Recharge for $105 million in cash. The deal came after the startup raised only $8 million, reached $32 million ARR and processed $4 billion in payments, underscoring a high‑return exit for...
Atlassian Q3 Revenue Surges 32% YoY, Cloud Hits $1.1B as AI Rovo Fuels Growth
Atlassian posted $1.8 billion in Q3 2026 revenue, a 32% year‑over‑year increase, driven by cloud sales that topped $1.1 billion and rapid adoption of its AI‑enabled Rovo platform. The company also recorded a 37% rise in remaining performance obligations to $4 billion and...
Introducing Dynamic Workflows: Durable Execution that Follows the Tenant
Cloudflare unveiled Dynamic Workflows, a lightweight TypeScript library that extends its Dynamic Workers model to durable execution. The solution lets a single Worker Loader route workflow creation and execution to per‑tenant code, preserving the full capabilities of Cloudflare Workflows such...
![What Is Hyperforce in Salesforce? [Complete Beginner Guide]](https://hixhlmpcokxhartfkpyi.supabase.co/storage/v1/object/public/images/thumbnails/c5378dd5a7d4b546128440196d022379.webp)
What Is Hyperforce in Salesforce? [Complete Beginner Guide]
Salesforce’s Hyperforce moves the CRM suite from proprietary data‑center pods to public‑cloud infrastructure such as AWS, Azure, and Google Cloud. The cloud‑native architecture lets customers store data in chosen regions, meeting GDPR, CCPA and other residency rules. By leveraging elastic...
Centralize Metrics with a DRY Analytics API
Instead of duplicating measures in each BI tool, store them centrally in an Analytics API. This is the DRY principle applied to metrics. One metric definition, accessible via GraphQL, SQL, or REST. https://www.ssp.sh/brain/analytics-api
AI Agents Now Automate Every GitHub PR Review
Want AI agents on EVERY GitHub PR? @Macroscope just dropped `Check Run Agents` and it's WILD 🤯 How? Write a markdown file, connect your tools, and let Macroscope enforce your rules, label PRs, and drop inline comments. Time to say goodbye to manual PR...
What Is Salesforce Optimizer? Complete Guide for Beginners
Salesforce Optimizer is a built‑in, free tool that scans a Salesforce org across more than 50 metrics—including fields, layouts, code, reports and security settings—to generate a health‑check report with prioritized recommendations. The report identifies unused components, performance bottlenecks, and security...
AI‑Powered CRM Turns Data Into Action, 10× Success
10x Your Customer Success Using The CRM + AI https://t.co/apiQcLvy2O Most CS teams say they want to “scale.” Very few actually do it. Because their CRM becomes a 10x multiplier only when AI turns data into action—not analysis. @castdotapp https://t.co/Fh5fVeClPX
Measure LTV:CAC Using Contribution Margin, Not Revenue
LTV : CAC should be quoted in contribution margin dollars, not revenue dollars Insist on margin-based metrics
Atlassian Service Collection Hits $1 Billion ARR – Q3 FY2026 Brings Record Displacements and a Data Center Surprise
Atlassian reported Q3 FY2026 revenue of $1.8 billion, a 32% year‑over‑year increase, driven by cloud growth that topped $1.1 billion and a Net Revenue Retention above 120% for the fourth quarter. The Service Collection, anchored by Jira Service Management, crossed the $1 billion...
Survive AI by Rebuilding Platforms for an AI‑First Future
Great point by @eoghan here: surviving AI isn't just • build ✨AI✨ features (2023), • or a Copilot(2024), • or even an AI agent (2025), • it's also... rebuilding your platform for an AI-first world (2026) Systems of record simply won't...
2025 Funding Demands 30% MoM & 1500% Revenue Growth
Raising capital in 2025? The bar is WAY higher. Even a past exit isn’t enough anymore — investors want serious traction: 👉 ~30% MoM growth 👉 1500% revenue growth Episode 248 of The SaaS CFO Podcast is live 👇 https://t.co/NXvJ9ucWeW #SaaS #Startups #VC https://t.co/VKzYnURKpY
![What Is Salesforce Inbox? [Features, Setup, Benefits & Comparison]](https://hixhlmpcokxhartfkpyi.supabase.co/storage/v1/object/public/images/thumbnails/444ab5dbd1ffc142b9ba5662271ddd07.webp)
What Is Salesforce Inbox? [Features, Setup, Benefits & Comparison]
Salesforce Inbox is an email‑CRM integration that embeds Gmail and Outlook directly within Salesforce, letting reps view customer data, log emails, track engagement, and schedule meetings without leaving their inbox. The tool automates email logging, provides real‑time open and click...
AI Coding Subscriptions Will Skyrocket to Infinite Demand
soon we’ll paying $1k/month for our ai coding subscriptions. then $5k. then … with enough capability demand will be infinite. https://t.co/lhrm50cqt7
HubSpot Agents Charge per Result, Aligning Incentives
HubSpot’s agent pricing Prospecting agent - $1 per qualified lead. Customer support agent - $.50 per resolved conversation. Both agents work well and now have aligned incentives. If using HubSpot, give them a go!