Today's SaaS Pulse
AI Features Slash SaaS Gross Margins, Survey Shows 52% Average
SaaS firms that embed AI often count inference and infrastructure costs as regular COGS, driving margins down. While traditional SaaS targets 70‑80% gross margin, the ICONIQ 2026 State of AI survey finds AI‑enabled products average only about 52% margin. A $100 revenue example illustrates margin dropping from 80% to 65% when $15 of AI‑related costs are added.
Also developing:
StreetLight’s Closure Tool Aims to Make Impacts
StreetLight Data has introduced Closure Impacts, a new forecasting module within its Traffic Monitor platform, designed to accelerate lane‑closure scenario planning for operations teams. The AI‑driven tool leverages the company’s Route Science engine to predict traffic spillover, identify diversion pressure points, and suggest low‑impact work windows without requiring additional field sensors. Developed in collaboration with U.S. departments of transportation and AEC firms, the solution incorporates real‑world beta feedback to improve safety‑focused detour design. By visualising real‑time and historical traffic patterns, Closure Impacts aims to cut planning time, reduce costs, and enhance work‑zone safety.
Investor Puts $10K+ Into ServiceNow as AI Hype Fuels SaaS Sell‑off
A prominent tech investor disclosed a $10,000‑plus purchase of ServiceNow stock while the broader SaaS sector slides on AI‑disruption fears. The move hinges on ServiceNow’s $600 million Now Assist ACV, a projected $1 billion by year‑end, and 20%+ revenue growth, positioning it...
SaaS Marketing Fails When Foundations Are Ignored
If anyone understands how broken marketing is inside SaaS companies— it’s me. I’ve seen the same scenario over and over. I’m brought in. Day 1: “We need campaigns.” “We need pipeline.” “We need results in 90 days.” Then you look...
Fort Baker Invests $37 Million in Clearwater Analytics as ARR Soars 77% Amid Take‑Private Talks
Fort Baker Capital Management disclosed a $36.89 million purchase of 1.53 million Clearwater Analytics shares, underscoring confidence in the fintech SaaS firm whose annual recurring revenue jumped 77% to $841 million. The investment arrives as Clearwater negotiates a $24.55‑per‑share take‑private deal, highlighting a...
Integrate Your Apps, Let AI Become Your Operations Partner
The single biggest thing that turned my AI chief of staff into an actual operational partner was connecting the tools I use everyday ↓ Once I did, I stopped logging into each platform and just ask my AI chief of staff...
Vertical AI Beats Generic Tools for Industry Precision
𝗘𝘃𝗲𝗿𝘆𝗼𝗻𝗲'𝘀 𝘁𝗮𝗹𝗸𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝗔𝗜. 𝗕𝘂𝘁 𝗺𝗼𝘀𝘁 𝗼𝗿𝗴𝗮𝗻𝗶𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝘂𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝘄𝗿𝗼𝗻𝗴 𝗸𝗶𝗻𝗱. 𝗧𝗵𝗲𝗿𝗲 𝗮𝗿𝗲 𝘁𝘄𝗼 𝘁𝘆𝗽𝗲𝘀 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗿𝗶𝗴𝗵𝘁 𝗻𝗼𝘄. Horizontal AI — ChatGPT, Copilot, Gemini — is built for everyone. Broad, general-purpose, impressive. But it doesn't know your industry,...
The Making Of A $500Mn SaaS Powerhouse: Inside Wingify’s Merger With AB Tasty
Wingify, the maker of Visual Website Optimizer (VWO), merged with French competitor AB Tasty in January 2026, forming a $500 million SaaS powerhouse. The combined entity now reports roughly $120 million in annual revenue and serves about 4,000 customers across the US...
New 5‑Pillar SaaS Metrics Engine Enables AI‑Powered Benchmarking
My 5 Pillar SaaS Metrics framework has been core to helping SaaS & AI founders and students in my Academy. I'm about to release the framework in my next code push to production for my SaaS metrics engine. My framework...
Bilt Buys Sion for $30M and It’s About the Data
Bilt Rewards acquired travel‑commission platform Sion for $30 million, its second major deal after buying receipt‑data firm Banyan. Sion serves over 8,000 travel advisors and processes more than $7 billion in booking revenue, giving Bilt unprecedented access to travel transaction data. While...
SaaS Valuations Plunge, yet Growth Stays Robust
SaaS valuations have reset — but growth remains intact. Significant multiple compression - Median EV/Sales declined from 15–17x to 4–5x. Median subscription SaaS snapshot 👇 • EV/Sales: 4.7x • NTM Growth: 16.5% • 51 public companies • for SaaS companies (including device / fixed-capacity subscriptions and...
Russian Crackdown on Messaging App Fuels Unrest, Protests Suppressed
Russian authorities have imposed new technical curbs on a widely used messaging app, prompting public frustration and a clampdown on protests. The move underscores rising regulatory pressure on SaaS platforms in Russia.
Kiro Token Pricing: Cheap per Token, Costly Overages
This makes no sense: ⁉️ ➡️ Every Kiro plan costs 💲.02 / token. ➡️ So I’m going to barely run out of tokens at the end of the month and overages cost 💲.04 / token. What? ➡️ So to get $.02 per token...
Highlight the Middle Tier to Boost High‑value Deals
Founders: Price anchoring framework that works: 1. Show 3 tiers 2. Make middle tier 2.2x bottom tier 3. Make top tier 1.8x middle tier 4. Add 3 unique features per tier 5. Highlight middle tier Psychology = more deals at higher ACV.
India Orders WhatsApp to Block Device IDs Amid Digital Arrest Scams
The Indian government has instructed WhatsApp to block device IDs used in digital arrest scams, retain user data for 180 days and enhance detection of malicious APKs. The move targets a growing wave of fraud that impersonates law‑enforcement officials, forcing...
Specific, Data‑driven Prompts Outperform Vague Marketing Requests
Bad AI prompt: Give me marketing ideas. Good AI prompt: I run a SaaS for fitness coaches doing $2M/yr. My goal is to double leads in 6 months. Give me 10 strategies used by similar companies. Context = quality.
Real-World Claude Cowork Deployment: Process Revealed
As mentioned, we set up Claude Cowork inside an actual organization recently. Not as a demo or a pilot. As real infrastructure that runs real work. Figured I'd share what the process actually looked like because most AI content skips this...
From the Microsoft Dynamics 365 CE/CRM Blogs: What’s New in Customer Service; Managing Release Waves; Configuring AI Models; Sales Prediction
Microsoft Dynamics 365 released its 2026 Release Wave 1, shifting Customer Service feature delivery from an opt‑in early‑access model to a monthly release channel. New capabilities are disabled by default, allowing administrators to enable them selectively via security roles. A Synoptek guide...
Cloud ERPs Trade Flexibility for Convenience
Organizations unknowingly sacrifice control and flexibility for cloud ERPs. While seemingly outdated, custom on-prem systems offered adaptability that modern, off-the-shelf solutions lack. #CloudERP #TechDebt #DigitalTransformation https://t.co/LvE671u0MT
Google Drive's New Scanner: Real-Time Multi-Page Magic
i don't usually get hyped over doc scanners, but Google Drive's new update is insane 🤯 - Multi-page real-time scanning - Duplicate detection - Auto/continuous capture also lightning fast and UX is incredibly cool https://t.co/cF3ZIu9PA7
From the Microsoft Dynamics 365 Finance and Supply Chain Management: Parallel Processing; Modernizing Go-Live; D365 F&O Architect; Italian Localization
Microsoft announced a private‑preview feature that enables parallel processing for archive jobs in Dynamics 365 Finance and Operations, allowing multiple retention tasks to run simultaneously. The new job‑criteria key partitions workloads, dramatically speeding up archival of large transaction volumes across legal...
Ramp's Data Mirrors OpenAI, Anthropic Revenues, Proving Its Value
If your kid’s lemonade stand processes 0.5–1% of US GDP, then yes, that’s a fair analogy for @tryramp. Ramp’s data is useful for the same reason it gets cited at all: it is quite consistent with the revenue figures OpenAI and...
Automate Financial Model Checks to Prevent $2M Mistakes
Your financial model has an error right now. You just haven't found it yet. I know because I've been there. I once spent days building a model for a client. Board meeting. Next 12 months of projections. Felt great about it. Then a...
10 (Ridiculous) Tools Worth Every Penny in 2026:
The post spotlights ten AI‑driven tools that the author deems worth the subscription cost in 2026, ranging from text generation and voice dictation to video creation and password management. Each entry lists a core problem it solves, a brief feature...
Anyone Can Code, Only Rare Founders Can Disrupt SaaS
Dharmesh (Founder + CTO of Hubspot) is right — nobody's going to vibe code Hubspot. Want to know why SaaS stocks are getting smoked? I’ll tell you why. It’s not that Lovable (or any other company) will start vibe coding...
Venice Unifies AI Models Under One Private API
Venice has quietly become the best aggregator for AI resources • Web app + mobile + API • Text/code/image/video • All frontier proprietary models • All leading open-source models • Pay with fiat or crypto One account, one API key, let's you access all...
One All-in-One AI Platform, Endless Business Possibilities for Just $85
1min.AI launches an all‑in‑one AI platform that consolidates leading models and creative tools into a single workspace. The Advanced Business Plan is offered as a lifetime subscription for $85, a steep discount from its $549 MSRP, using code MARCH15 through...
Stop Cold Emailing: Target Site Visitors for 10% Conversions
COLD EMAIL IS DEAD. People doing outbound right now are only sending more emails to fix the exact problems that sending more emails caused. We went the other direction. Our campaign is dead simple: Someone lands on RB2B(.)com We identify them And we send an...
Generic Claims Reveal Positioning Debt and Slow Sales
Ask a company what they do—and you’ll know in 10 seconds if their positioning is weak. Marketing answers first. Usually something like: “We provide an AI-powered platform that helps companies unlock operational efficiency and drive innovation.” Fine. Then I ask:...
Payable Is the Best Way to Accept PayPal, Stripe, and Square Payments in Google Forms – Here’s How
Payable’s new Google Forms add‑on lets users collect payments directly through familiar processors such as PayPal, Stripe, Square, Rapyd, and Razorpay. The extension, available via the Google Workspace Marketplace, integrates a secure checkout into any form and syncs transaction data...
Churnkey Dominates SaaS Cancellations, Powering Mass Unsubscribes
Cleaning up a bunch of my SaaS subscriptions. Wild to see how much market penetration Churnkey has Almost every subscription I've cancelled has used the Churn Cancellation Flow Impressive Baird Hall , Nick Fogle
8 Moats for Sustainable Software Companies
Investor Gokul Rajaram outlined eight strategic moats that can make software companies sustainable, ranging from proprietary data to physical infrastructure. He argued that each moat requires significant time and capital to build, and that firms securing four or more are...
Dental Offices Need Reliable Cloud Communication for Chaos
Most people don’t think of dental practices as high-pressure communication hubs, but anyone who has spent time in one knows the reality. Appointment coordination, last‑minute schedule reshuffling, patient follow-ups, insurance verification, and front-office triage all converge into a surprisingly dense...
Custify Named G2 Leader in Customer Success Software, Cited in AI Churn‑Reduction Study
Custify was named a Leader in G2’s Spring 2026 Customer Success Software report and featured in G2’s AI‑in‑Churn‑Reduction research. The Bucharest‑based platform earned a 4.7‑out‑of‑5 rating and topped categories such as Easiest to Use and Top Trending, underscoring the rising...
AI Agents Soon Run Entire Websites via Plain Language
Oh boy, what could go wrong? "With these new capabilities, websites could be almost entirely created and run via AI agents controlled by humans." -> https://t.co/XIx37k7Nu2 says it will now allow AI agents to draft, edit, and publish content on...
Feedbask Already Supports Post‑Event Triggers—Check Docs
Hmm I don't know what to think about it. Many people requested Feedbask to be able to be triggered after an event. Good news is: this is already possible Bad news is: people don't know 😭 Here's the link to do it: https://www.feedbask.com/docs#general-installation
Perfios FY25: Profit Soars 46% To ₹104 Cr, Revenue Crosses ₹700 Cr
Bengaluru‑based fintech SaaS unicorn Perfios posted a 46% rise in consolidated net profit to ₹104.3 cr for FY25. Operating revenue grew 20% to ₹669.5 cr, with total income of ₹708.5 cr after other income. SaaS services accounted for over 95% of revenue, while...
Nosto Vs Algolia: Which Ecommerce Search & Discovery Platform Is Better For Retailers?
Nosto and Algolia are the two most cited ecommerce search platforms, but Nosto differentiates itself by focusing exclusively on retail. Both deliver enterprise‑grade relevance, high‑performance infrastructure, and robust developer tools, making them technically comparable. Nosto adds retail‑specific merchandising controls, content‑plus‑product...
HubSpot vs Salesforce, NetSuite & Marketo Total Cost of Ownership Guide
HubSpot’s unified platform delivers the lowest total cost of ownership compared with Salesforce, NetSuite, and Marketo. The guide highlights that HubSpot eliminates the need for expensive admin staff, costly add‑ons, and lengthy implementation projects. Salesforce’s modular pricing and required specialists...
AI Platforms Will Become Full‑stack App Builders
Things are going to get spicy when OpenAI or Anthropic allow you to attach a DB and publish apps directly Allow users to connect API’s in a plaid-like auth, then data is stored, UI is generated and the app is served...
We Overhyped Valuations, AI May Follow Suit
It's easy to make fun of 2021 valuations. But how in the world did we ever think Asana should be at a 60x revenue multiple... Seems like we will look back similarly at many private AI companies 🤔 https://t.co/VK8CqatqTn
Analysts Flag Salesforce as Long‑Term SaaS Bet Amid AI Push
Wall Street analysts have upgraded Salesforce (CRM) as a buy‑and‑hold play, pointing to $800 million annual recurring revenue from its Agentforce AI platform and 29,000 deals signed in the first 15 months. The endorsement comes as the company wrestles with margin...
AI OS Consolidates Dental Clinic Tools, Stops Revenue Loss
.@PatientdeskAI is building an AI-native operating system for dental clinics that autonomously handles inbound calls, bookings, real-time insurance verification, and claims submission - replacing five disconnected tools with one system that never lets revenue slip through the cracks. https://t.co/yR28FWZzJB
Users Spending Thousands Monthly on OpenClaw API Tokens
How are y’all affording OpenClaw? I have 2 Claude max $200 accounts and I’m maxing them both out weekly in CC. Are you guys spending $4-5000 / month on API tokens?
5 Best TMS Software Options for Midsized Freight Brokers
Midsized freight brokers need a robust Transportation Management System (TMS) to stay competitive, and the article ranks five platforms that meet those demands. Revenova tops the list, touting a Salesforce‑native architecture, AI‑driven Agentforce, and reported 25% IT‑cost savings plus a...
Estimating Market Value for $1.5B
I’m sure there’s no desire, or rush, to go public anytime soon, clearly. But as a thought exercise, based on their current numbers: >$1.5b revenue >$250m adjusted EBITDA >10% organic ARR growth >ca$1.4T technology services TAM What do you think the public markets would pay for...
Free AI Agents Showcase Real‑World Customer Success Automation
We built five AI agents for Customer Success and we're giving them away for free. Not because we're feeling generous. Because if you can't see what's possible, you won't show up on Wednesday to our webinar ready to build something...
The 5 Best AI Bookkeeping Services
A recent roundup tested five AI‑driven bookkeeping platforms and identified Zeni as the overall leader, thanks to its full AI stack, CFO‑level insights, and human‑backed support for small businesses. Docyt targets multi‑entity enterprises, Botkeeper caters to accounting firms, Bench blends...
SaaS ISVs Will Build Own Frontier AI Models
Call your SaaS, AI Agents, be the AI VAR for likes of @OpenAI and @AnthropicAI and call it a day? My POV is that this not how the software market will progress. Definitely, most of the SaaS vendors will use...
Building $20 Software Yourself Isn’t a Brag‑worthy Flex
Spending 3 days vibe coding a replacement for $20/mo software is not the flex y’all think it is
Monetize Services, Not Raw Markdown, for Dev Tools
For agentic systems founders and dev tools founders: People do not want to pay for raw markdown and they shouldn't have to. But they may pay for orchestration, hosting, updates, collaboration, portability, analytics, and managed execution. These can be great...