Today's SaaS Pulse

Fire disrupts Google Cloud India network, performance stays sluggish
A fire damaged Google Cloud India's network infrastructure, and the service remained slower than usual a week after the incident.
Also developing:
By the numbers: GIA acquires 30% stake in De Beers' Tracr blockchain platform

ServiceNow Beats Q1 2026 Guidance as AI Deals Accelerate (and Outcome-Based Pricing? Zavery Isn't Buying It)
ServiceNow posted Q1 2026 revenue of $3.77 billion, beating guidance as AI‑driven subscriptions surged 22% year‑on‑year to $3.671 billion. The company’s AI Control Tower and Now Assist offerings lifted high‑value contracts, with customers spending over $1 million growing 130% YoY. ServiceNow also rolled out a hybrid, usage‑based pricing model, shifting more than half of new revenue away from traditional seat licences. Early adoption of the Autonomous Workforce L1 service‑desk AI shows promising production deployments, signaling deeper enterprise AI integration.
Infinite Unveils 'Infinite Accounts' To Merge Bank and Stablecoin Payments
Infinite announced the launch of Infinite Accounts, dedicated bank accounts that operate on both traditional ACH rails and stablecoin networks. Powered by Erebor Bank, the service lets firms pay contractors, settle cross‑border transactions and manage treasury functions without juggling multiple...
Toast Rolls Out Unified Drive-Thru Platform
Toast has launched Toast Drive‑Thru, an enterprise‑grade platform that consolidates point‑of‑sale, kitchen display, digital menu boards, and AI voice ordering for quick‑service restaurants. The solution targets more than 140,000 U.S. drive‑thru locations grappling with labor shortages and the need for...
Fire High-Noise, Low-Revenue Customers Now
The customer you can't fire is the one running your company. Every founder I coach has at least one. Eats 30% of your week. Pays 5% of your revenue. The name that makes the whole team sigh in Slack. You...

Sitetracker Launches AI Platform Scout To Improve Infrastructure Management
Sitetracker, a New Jersey‑based software firm, launched Scout, an autonomous AI platform aimed at streamlining infrastructure delivery for utilities and contractors. Scout claims to turn internal system data into real‑time risk insights, automated work packages, and faster decision‑making across planning,...

Vertical SaaS Is Buying Into the Market It Used to Sell Into
Vertical SaaS platforms are increasingly using their subscription cash flow to acquire adjacent companies within the same industry, a trend now evident across healthcare, manufacturing, warehouse management and EdTech. Recent transaction data shows the shift accelerating, with firms crossing a...

Google Classroom Isn’t Replacing Schoology. It’s Reshaping the Market
U.S. K‑12 districts are not simply picking between Google Classroom and Schoology; they are choosing operating models that balance ecosystem simplicity against system control. Low teacher adoption, rather than feature gaps, drives many districts to abandon paid LMS platforms, as...

Ellucian and the Economics of Leaving
Ellucian argues its moat lies in proprietary campus data, claiming an AI advantage. The blog shows generative AI can slash the 7,500 coding hours and $20 million cost needed to replace its Banner system, undermining data isolation as protection. Interviews with...

ChatGPT Workspace Agents Automate Team Tasks in Cloud
New from OpenAI -> Introducing workspace agents in ChatGPT "Workspace agents are an evolution of GPTs. Powered by Codex, they can take on many of the tasks people already do at work—from preparing reports, to writing code, to responding...
Roo Code Pivots to Cloud-Based Agent, Says IDEs Aren’t the Future of Coding
Roo Code announced it will shut down its VS Code extension, Cloud, and Router services on May 15, 2026, pivoting to a standalone cloud‑based coding agent called Roomote. Roomote runs end‑to‑end tasks across Slack, GitHub and Linear, generating, testing and delivering pull‑requests without...

Google Brings Auto Browse and Skills to Chrome Enterprise - and a New 'Gemini Summary'
Google announced three new AI‑driven features for Chrome Enterprise: Auto Browse, which lets Gemini act across open tabs to automate tasks like creating CRM contacts; Skills, a one‑click library for saving and reusing frequent Gemini prompts; and Gemini Summary, an...
Salesforce Headless 360 Turns Platform Into Unified APIs
No browser required. Our API is the UI. 🔓 Salesforce Headless 360 just exposed our entire platform — apps, workflows, metadata, Agentforce & Slack — as unified APIs, MCP tools & CLI. Build on any surface. Give Agentforce deep, trusted...
Typeface Brings Agentic Marketing Orchestration to Google Cloud
Typeface, a marketing orchestration engine provider, has integrated its Agentic Content layer with Google Cloud and is now a featured independent software vendor on the Cloud Marketplace. The integration uses Typeface’s Arc Graph brand‑intelligence system and Arc Forge workflow engine within Google’s...
Gupshup Launches Superagent
Gupshup unveiled Superagent, an autonomous AI platform that orchestrates customer conversations across all major messaging and voice channels. The tool lets users design campaigns, build journeys, provision infrastructure, process transactions and self‑optimize with simple prompts. It operates on WhatsApp, RCS,...
SAP and Google Cloud Expand Partnership to Deploy Multi-Agent AI
SAP and Google Cloud have deepened their alliance by linking SAP Engagement Cloud, SAP Customer Experience and Joule solutions with Google’s Gemini Enterprise AI platform. The integration enables marketers to deploy multi‑agent AI that accesses unified data across both ecosystems...
Precisely Launches EngageOne RapidCX
Precisely announced EngageOne RapidCX, a governed‑AI platform that adds real‑time visibility and decision support to customer communications. The new release introduces a Next Best Action Agent for email, a metrics‑driven homepage with five performance widgets, and a Communication Tracker that...
Google's MCP Unifies All Cloud Services for Agents
May not seem sexy but I love love love Google going all in on MCP. Even dummies like me can create amazing apps that leverage MCP. All GCP and Workspace services are now exposed via MCP. Developers can address GKE,...

Workday, Rippling, and Slack Flunk Data Access Test, Claims Fivetran
Fivetran released an Open Data Infrastructure benchmark that rates enterprise software vendors on data coverage, performance, and egress fees. The study placed Workday at the bottom for performance, Rippling as the worst for coverage, and Slack among the lowest for...

Apple Chooses Google Gemini to Power New Siri
Apple getting airtime at @googlecloud Next as a Gemini customer is notable enough. @ThomasOrTK naming Apple as the company that picked Gemini to power the new Siri made it land harder. Google won a marquee customer and reminded everyone in...

Agent-to-Agent Orchestration Guarantees Predictable, Compliant Workflows
Love that we are spending more time on agent to agent orchestration. This is not an easy task. Thomas Kurian said " We enable agent to agent orchestration, allowing agents to seamlessly delegate tasks from one to another, including support for complex, generative and deterministic orchestration patterns. This helps ensure that for your critical workflows, such as those that need compliance, your agents can follow well specified paths every single time, guaranteeing predictable outcomes. Orchestration flows and agents can respond to events. These events can be real time, they can be schedule based, they can be trigger based, or they can be batch inference job. " #GoogleCloudNext

Groundcover Adds Agentic AI Observability in Google Cloud
Groundcover has launched a generally‑available AI observability layer for Google Cloud that natively supports Vertex AI. The update requires no extra instrumentation and keeps all telemetry inside the customer’s own cloud environment. It adds full‑trace visibility across multi‑step agentic workflows...
Replit Grants $25K Credits, Fueling $100M Startups
Many startups launched on Replit are now $100m+ — we now have a startup program with $25k free credits.

Hosted Agents Get Dedicated Enterprise‑grade Sandboxes
Every agent will need its own computer. And with new Hosted agents in Foundry, every agent gets its own dedicated enterprise-grade sandbox, with durable state, built-in identity and governance, and support for any harness or framework. Read more: https://t.co/zL5eKrRr1j https://t.co/ggMtYB3vZf
Employment Hero Launches AI‑powered HeroForce in New Zealand to Cut $12 Bn SME Compliance Costs
Employment Hero rolled out its AI‑driven HeroForce platform in New Zealand, promising to automate payroll, HR and compliance for small‑to‑medium enterprises and address an estimated $12 billion in duplicate administration costs. The launch marks the first large‑scale co‑employment model in the country,...
Pricing Experiments Risk Reputation when Existing Customers Notice
That's the one thing I've always found complicated about running pricing experiments on any SaaS I've been involved with. If it escapes the top of the funnel and enters a broader conversation involving existing customers, it becomes almost a reputational...

Substack's New Translation Tools Boost Global Earnings
Starting with Notes and moving to Posts. Eager to see how this works... Will it be like Reddit or the way X does it? -> Substack adds translation tools, and says ~100K publishers earn on the platform, including ~30K outside...

5 Best Team Chat Apps I’d Use to Run Any Team in 2026
The article ranks the five best team chat apps for 2025‑2026—Microsoft Teams, Slack, Google Chat, Zoom Workplace, and monday Work Management—based on G2 ratings, feature scores and real‑world usage. It highlights each platform’s standout capabilities, pricing tiers (starting from $4...

ThomasOrTK Unveils Suite for Enterprise Agent Platform
MyPOV: @ThomasOrTK announces a litany of products that support the Enterpris Agent Platform @googlecloud #GoogleCloudNext https://t.co/zCn5Bq35yB
Blackbaud Q2 2025 Beats Forecast, Citing Strong Nonprofit and Education Software Growth
Blackbaud reported $281 million in organic revenue for Q2 2025, a 6.8% year‑over‑year increase, propelled by higher transaction‑solution sales and expanding AI‑driven features for nonprofits and schools. The company lifted full‑year guidance and highlighted a 40% larger contract‑renewal cohort, underscoring momentum in...
Snowflake Adds AI‑Powered Coding and Workflow Tools, Targeting DevOps Automation
Snowflake rolled out major upgrades to its Snowflake Intelligence and Cortex Code products, introducing a personal work agent for business users and new developer tools that integrate with AWS Glue, Databricks, VS Code and more. Over 9,100 customers now use the...
Lawyered Secures $2.5M Pre‑Series A to Build Legal Infrastructure for India's Mobility Sector
Lawyered, a legal‑tech startup founded by Himanshu Gupta, closed a $2.5 million pre‑Series A round co‑led by Rainmatter and Turbostart. The funding will fuel AI‑led product upgrades, technology scaling, and user acquisition across India's mobility ecosystem, which already includes over 2 million vehicles.

7 Best FP&A Software I'd Pick for 2026
The article ranks the seven top FP&A platforms for 2026, highlighting each tool’s strengths, pricing, and user feedback. IBM Planning Analytics and Anaplan lead for complex, enterprise‑wide planning, while Vena, Datarails and Planful cater to Excel‑centric teams. Workiva shines in...
Veeva Systems Beats Q4 Forecast, Posts $836M Revenue, Highlights Life‑Science SaaS Momentum
Veeva Systems reported Q4 FY2026 revenue of $836 million, topping guidance and pushing full‑year revenue to $3.195 billion. The results were driven by R&D Cloud adoption and expanding Vault CRM, while the company forecast 13% subscription‑revenue growth for FY2027.

Cloud Migration Services with Snowflake LiftOff
Snowflake announced LiftOff, a partner‑focused migration program that streamlines moves to its AI Data Cloud. The initiative bundles a secure landing zone, detailed architectural roadmaps, governance frameworks, and ready‑to‑run code samples. Snowflake experts co‑manage engagements, reducing risk and accelerating time‑to‑value....
Opik Unveils Ollie: AI Assistant Automates Agent Code Improvements
Opik just launched its most ambitious feature yet Introduces Ollie, an AI coding assistant built specifically for agents. Ollie connects directly to your codebase, analyzes massive agent traces, debugs real-world issues, generates tests, and ships improvements automatically.
Salesforce’s Agentforce Vibes 2.0 Targets a Hidden Failure: Context Overload in AI Agents
Salesforce has launched Agentforce Vibes 2.0, adding Abilities and Skills to help enterprises curb context overload in AI coding agents. VentureCrowd’s experience shows that excessive context—known as ‘context bloat’—drives token inflation, latency, and costly errors despite large productivity gains. The new...

Excited to Showcase CreatorWizard on Google Workspace at Cloud Next
Soooo stoked to hosted by @GoogleWorkspace at #GoogleCloudNext for the next few days 🤩 I run my entire business @creatorwizard on Google Workspace with Gemini so can't wait to see the new featuresssss https://t.co/kz8nv7QtV1
AI Powers Restaurant Automation and Loyalty Rewards
AI for restaurants. @HostBuddy_AI lets restaurants automate themselves and add loyalty programs that will reward repeat customers. Here's founder Sagar Gola telling me about it. https://t.co/f4idphjguH

PACIFIC Enables Multi-Tenant, Sovereign Product Carbon Footprint Exchange on the Catena-X Data Space Using AWS
BASF and CircularTree launched PACIFIC, a multi‑tenant SaaS platform that automates product carbon footprint (PCF) exchange on the Catena‑X data space using AWS services. The solution leverages Amazon ECS on Fargate, Cognito, IAM and Secrets Manager to provide tenant‑level data...
Google Chat Transforms Into a Work Command Line
"Google Chat becomes your new command line for work." Workspace Intelligence sounds incredibly helpful. Pulls in info from docs, gmail, sheets, meeting notes and more. "Your workspace data becomes an Enterprise knowledge graph." Wow.

Syngenta Deploys Tetra OS to Accelerate Scientific Discovery Through Industrial-Scale Data Automation
Syngenta has selected TetraScience’s Tetra OS to automate data handling across its Crop Protection R&D labs. The Tetra Scientific Data Foundry will centralize raw instrument outputs—such as chromatography and mass‑spectrometry—into a single, AI‑ready repository. Tetra’s “Sciborg” scientist‑engineers will be embedded...

Arabic.AI Partners with HeyBreez to Scale Arabic Voice AI for Enterprises
Arabic.AI has teamed up with HeyBreez to launch production‑grade Arabic voice AI solutions for enterprises and governments across the Middle East and North Africa. Arabic.AI contributes advanced NLP models that cover Modern Standard Arabic and major regional dialects, while HeyBreez...
Give Free AI Credits, Bet on Value Over Pricing
AI costs are usage-based. Customers want flat pricing. Procurement needs a fixed number. Karel Papik's solution: give away massive free allocations and bet on the value. Risky. Working. https://t.co/XgtC5QcNvW

Salesforce Stock and Spend Both Rise: Are the SaaSpocalypse Bears Wrong?
Salesforce’s shares jumped 7.6% over the past five trading days as the company reported a 3% rise in median customer spend on its platform during the last quarter. The boost follows the TrailblazerDX conference, where Salesforce unveiled the Headless 360...
AI Agents Consolidate Rental Management Tools Into One
Trellis (@usetrellis) builds AI agents that run operations for short-term rental managers. Instead of juggling 5–10 disconnected tools, operators get an agent that learns how they work and builds the software needed to run their business. Congrats on the launch, @lodobenvenuti00...
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DealRoom Launches M&A Benchmark Tool to Help Deal Teams Compare Their Operations Against 150+ Industry Peers
DealRoom introduced an M&A Benchmark Tool that lets buy‑side teams compare their operations against data from more than 150 peer dealmakers. The interactive survey takes under two minutes and asks six questions covering team size, deal volume, typical deal size,...
Gumroad Offers SaaS Sales with 5% Fees
Gumroad is getting into helping people sell SaaS. We're a Merchant of Record (handle all sales taxes) and can reduce our fees from 10% to 5% if you're selling downloadable software. Email me if you're interested: sahil@gumroad.com
Cloud Run Users Double; New AI Features at Next ’26
In 2025, the number of Cloud Run external monthly active developers and applications doubled. If you are running AI Agents, vibe coded apps, AI inference, or scalable apps, there's something new for you at Next ‘26:

What Substack Isn't Telling You About Your Audience
The post highlights a critical distinction on Substack between followers and email subscribers. Followers receive notification‑style emails but remain tied to the Substack platform, while subscribers can be exported and used elsewhere. Backed by substantial funding, Substack is likely to...

SAP SuccessFactors 1H 2026 Release Makes Connections Seamless Across HR and the Business
SAP announced its SuccessFactors 1H 2026 release, adding suite‑wide agentic AI that spans recruiting, payroll, learning and talent development. The update also introduces a workforce knowledge network and AI‑driven Q&A within Learning, delivering expert guidance and instant answers inside the flow...