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
Unlock the Full Power of AWS, Faster
MuleSoft announced that its Anypoint Platform is now the leading integration and API solution for Amazon Web Services. The platform lets enterprises connect any application, data source, or device to AWS with a secure, scalable architecture. By leveraging Anypoint, customers can accelerate cloud migrations and drive innovation faster than traditional integration methods. The announcement includes a direct link for organizations to explore the AWS‑focused capabilities.
Duolingo Grows, But Users Disliked Increased Ads and Subscription Pushes. Stock Plummets Again
Duolingo reported a strong fourth‑quarter performance, with daily active users climbing to 52.7 million, paid subscribers up 28% to 12.2 million, and revenue reaching $282.9 million, marking a 35% year‑over‑year increase. The company also celebrated crossing the $1 billion annual revenue threshold for the...
Obsidian Sync Now Has a Headless Client
Obsidian has released a headless client for its Sync service, allowing vaults to be synchronized via a command‑line interface instead of the desktop app. The tool supports one‑time and continuous sync, can be driven by an authentication token for non‑interactive...
Metadata‑Driven MRR Schedules Unlock Revenue Intelligence
As I was building my MRR analysis feature, I realized that there is much more power in our MRR schedule than we realize. With the correct metadata, we have a revenue intelligence engine that will provide more insight for our...
Funding Won’t Save You Without Real Customer Demand
A founder DM'd me last week: "I just raised $8M. What should I do first?" Me: "Give it back." He laughed, but I wasn't joking. When you have money, you spend it. You hire 15 people in 60 days. You burn $300K on...
How Do I Cancel My ChatGPT Subscription?
The guide details step‑by‑step procedures for canceling ChatGPT personal, mobile, and Business subscriptions, highlighting where to locate the cancellation controls in the web app, iOS App Store, and Google Play. It explains that cancellations take effect the day after the...
India Disrupts Access to Popular Developer Platform Supabase with Blocking Order
Supabase, an open‑source Firebase alternative, has been blocked in India after the Ministry of Electronics and Information Technology invoked Section 69A of the IT Act. The order, issued on Feb 24, has resulted in intermittent access across major ISPs, leaving developers unable...
Top 10 Froonze VIP Loyalty & Wishlist Alternatives 2026
The article reviews the ten leading alternatives to Froonze VIP Loyalty & Wishlist for 2026, highlighting each platform’s features, pricing, and strategic value. It stresses that growing e‑commerce brands outgrow Froonze’s basic setup and need deeper customization, analytics, and integrations....
Celebrating My First $200k ARR Milestone
Claude code and Theanna launched days apart last year. Claude code hit $2.5B ARR in one year. I just hit $200k ARR today. No comparison but tons of emotions today: proud, relieved, excited, tired, stressed, ready.
New Databricks Offering Targets Next-Generation Data Streaming
Databricks launched Zerobus Ingest, a fully managed serverless streaming service that moves data directly into Delta Lake tables. The platform streams data from sources such as manufacturing systems, financial trading apps, IoT devices, and cybersecurity tools. It promises sub‑five‑second latency,...
APIs Must Become Core for Agent-First Software
As agents become the highest volume users of software in the future, a lot is going to become critical to support for them to be effective. Agents need to be able to signup for your tool on their own, have their...
Synthetic Testing Ensures AI Agents Survive Production
Ashr tests agents with synthetic sounds, images, texts, files, videos, and environments so they don’t fail in production. Congrats on the launch, @rohankulkz and @ShreyasKapavar1! https://t.co/szx2fXWHiT https://t.co/KvNKyz7CIB
RevolutionEHR Launches RevPay, Redefining How Optometry Practices Manage Cash Flow
RevolutionEHR introduced RevPay, an embedded payments solution that integrates checkout, patient records, and reporting within its AI‑native platform. The tool supports card, ACH, digital wallets and offers optional patient surcharging, promising to reduce processing fees that can cost $10,000‑$18,000 annually...
Product Usage Guides Strategy; NRR Tops SaaS Metrics
What’s your North Star metric? In Ep. 234 of The SaaS CFO Podcast, Helen Hastings shares why product usage drives their strategy — and why NRR is her favorite SaaS metric. Listen 👇 https://t.co/BnQYh8fzzR #SaaS #NRR #Startups https://t.co/nLbvXo2yBs
Distributed Orchestration Optimizes Underutilized Neoclouds
Datapoint or a trend Neoclouds need optimization from underutilization This is where distributed orchestration like @YottaLabs shines
Speechify Can Now Transcribe and Summarize Your Meetings
Speechify has introduced AI Note Taker, a web‑based tool that transcribes and summarizes Zoom meetings, lectures, and other discussions. The feature adds to Speechify’s growing voice‑first suite, which already includes Voice Typing Dictation and a Voice Assistant, all unified under...
Cloud and AI Lock In Rising Software Subscription Costs
The shift to cloud and AI is driving up software vendor costs and locking customers into escalating subscriptions. Companies are facing long-term IT spend increases with limited ability to switch providers. #CloudCosts #TechTrends #BusinessStrategy https://t.co/K2Sl2DDwNC
On‑Premise ERP Keeps Flexibility, Cloud Forces Rigid Upgrades
On-premise ERPs offered maximum flexibility: customizability, control over upgrades, and ownership. Cloud ERPs lose these benefits, forcing businesses into inflexible upgrade cycles and painful system switches. #ERP #CloudMigration #BusinessTech https://t.co/93E7e5vIvK
2,000 Robots Walk Into a Shop: Simulated A/B Testing (2026) – Shopify
Shopify’s SimGym simulates up to 2,000 cloud‑browser robots to run instant A/B tests on storefront changes, eliminating weeks‑long traffic waits. The system pairs Browserbase’s Chromium sessions with an open‑source 120‑billion‑parameter Mixture‑of‑Experts model, optimized through MXFP4 quantization, FP8 KV‑cache, and custom...
Vercel Launches Robust Queues API for Unbreakable Software
Queues are one of the most requested services since I started Vercel. They're now here. It's just two APIs: 𝚜𝚎𝚗𝚍 and 𝚑𝚊𝚗𝚍𝚕𝚎𝙲𝚊𝚕𝚕𝚋𝚊𝚌𝚔 😌. The use-cases are basically infinite. Notably: queues can make agents and AI apps reliable. Quality and reliability are top...
Katana Cloud Inventory Review 2026: The Honest Guide for Shopify Brands That Make What They Sell
Katana positions itself as the only Shopify‑native cloud inventory and manufacturing platform, unifying real‑time inventory, production planning, and shop‑floor execution. It targets Shopify brands that make their own products, charging a $299 per‑month Core plan plus optional add‑ons and a $2,000...
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SaasRise CEO Mastermind Recaps for the Week of Feb 23 - 26, 2026
SaastRise’s weekly mastermind distilled actionable tactics across customer success, go‑to‑market, product leadership, compliance, engineering, and channel experimentation for SaaS firms. It emphasizes onboarding‑driven churn prevention, tiered health playbooks, and split CSM compensation to keep churn near 2 %. The advice also...
How to Get Millions in Founder Liquidity Without Giving Up Control of Your SaaS Business
Founders of high‑growth SaaS firms can unlock millions of dollars without surrendering control by first proving durable metrics such as predictable revenue growth, low churn, and strong LTV‑to‑CAC. Once the business runs like a machine, three non‑dilutive or minority‑equity structures—secondary...
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SaasRise Mastermind Recap - Feb 25, 2026
The SaasRise Mastermind highlighted a multi‑pronged growth playbook for a mid‑stage SaaS firm. It emphasized building a tiered customer‑success framework, centralizing data in HubSpot, and deploying health‑index playbooks to keep churn near 2%. The discussion also covered repositioning a legacy...
FinOps for Agents: Loop Limits, Tool-Call Caps and the New Unit Economics of Agentic SaaS
The article introduces FinOps for agents, a discipline that treats AI cognition costs as a reliability metric in agentic SaaS. It outlines how loops, tool‑calls, and token usage can explode variable spend and erode gross margin. By defining guardrails such...
Early Bets Win; Amazon’s Late Entry Costs Billions
Early positioning beats late capital every time. Amazon just invested $50 billion in OpenAI for 6 percent ownership and distribution rights. Microsoft invested $13.8 billion starting in 2019 and owns 23.5 percent with exclusive IP, revenue sharing, and API control locked through...
Efficiency Revolution: Companies Will Trim Workforce by Half
Could you operate your company with half the people? Jack Dorsey’s announcement yesterday, reducing Block’s headcount from 10,000 to 6,000, should provoke this question in every management team. The stock surged 24%. Dorsey’s memo framed it as inevitable : Within...
Sleep Tech Demand Fuels ResMed
ResMed has evolved from a cyclical device maker into a digital‑health platform anchored by sleep‑apnea therapy, cloud‑connected monitoring and recurring software services. The company posted Q2 FY2026 revenue of $1.4 billion, up 11% YoY, while gross margin climbed to 61.8% and...
Workable Rebuilds Reporting to Gain Competitive Edge
Workable unveiled a ground‑up rebuilt Reporting Suite that adds enterprise‑grade analytics to its traditionally easy‑to‑use recruiting platform. The new suite includes a custom report builder, advanced visualizations, role‑based dashboards, and granular permission controls, eliminating the need for external BI tools...
Ignore Generic Advice; Trust Your Own Startup Journey
So far I’ve built two SaaS companies, and this advice almost killed both of them: “Your TAM is too small, it’ll never be a unicorn” “Drop your tiny startup and join this rocket ship” “Build a full go-to-market platform” Every person who gave me...
How the Salesforce Administrator Role Is Evolving in the Agentic AI Era
The Salesforce Administrator role is transitioning from a configuration‑focused function to a strategic steward of AI‑driven processes in the emerging Agentic Enterprise. Admins will now own trust, data integrity, security and AI governance, ensuring autonomous agents act responsibly and deliver...
900M Users, 50M Subscribers: ChatGPT’s Rapid Growth Fuels Better AI
ChatGPT just crossed 900M weekly users and 50M paying subscribers. The part I love most is seeing how differently people use it. For a lot of people, ChatGPT is where they start with AI – writing, building, doing research, planning trips,...
Enterprise Focus Beats Freemium Hype, Drives $300M Growth
Vineet Jain's board: "Why aren't you doing freemium? Why are you swimming upstream?" Box and Dropbox were giving it away. Raising billions. He refused. Freemium is for consumers. Not enterprises. 2016: Gartner puts @Egnyte in the Leader quadrant. Next to companies that raised...
Amazon and Shopify Now Control Nearly Half of U.S. E-Commerce
Amazon now commands roughly 35.7% of U.S. online retail, generating about $440 billion in 2025, while Shopify’s merchant network accounts for 14% of the market. Together they control 49.7% of the $1.2 trillion U.S. e‑commerce landscape, up from 43% in 2021. This...
Generative vs Agentic AI: Different Impacts on Enterprise Strategy
Generative AI amplifies human knowledge work. Agentic AI removes humans from transaction systems. One strengthens cognition. The other restructures execution. If you are placing enterprise bets, the distinction matters. https://lnkd.in/gGQTRfsr #AI #SaaS
What Secure Digital Work Looks Like Next: Omnissa CEO Takes the Stage at IGEL Now & Next Miami 2026
Omnissa CEO Shankar Iyer will headline IGEL Now & Next Miami 2026, showcasing the company’s AI‑driven digital work platform that merges endpoint management, virtual desktops and security into a single control plane. The platform is positioned as a frictionless, adaptive...
Inertia Poisons Judgment, Halting Progress.
From Clouded Judgement: The Poison of Inertia https://lnkd.in/g_HwrFac
Founders Overlook Core Messaging, Fuel Misaligned Growth
We surveyed 50 SMB founders on their marketing priorities and pain points. Buried in the data is a pattern nobody's talking about: Founders know their messaging is broken. And they're not fixing it. Direct quotes: "Our messaging is inconsistent and unclear. Docs site doesn't...
AWU by Salesforce: A Shiny New Metric that Tells CIOs Little of Value
Salesforce introduced the Agentic Work Unit (AWU) metric on its earnings call, positioning it as a way for CIOs to quantify the output of AI‑driven agents. The metric pairs the number of discrete actions performed with token consumption to suggest...
60‑Second Value: The AI Growth Imperative
I’m running a 5-day intensive starting Monday for AI and SaaS founders. It’s called WARP Week. The premise: the fastest-growing companies in the AI era are getting users to value in 60 seconds or less. The ones that figured this...
AI Will Return Sales to Full‑Cycle Sellers
In the 80s and 90s, most sales reps were full-cycle. They found their own meetings. They ran the process. They renewed and expanded accounts. Then we specialized: --> SDRs (thanks to the “predictable revenue” era) --> CSMs and post-sale roles...
FDB Vela Integrates With Photon Health Digital Prescription Marketplace
First Databank’s cloud‑native ePrescribing network, FDB Vela, has integrated with Photon Health’s digital prescription marketplace. The partnership combines FDB Vela’s HITRUST‑certified, redundant cloud infrastructure with Photon’s consumer‑focused platform that lets patients compare pharmacy options by price, location and availability before...
AI Forced Me to Scrap My SaaS Pre‑launch
ICYMI: AI Killed My SaaS Why I replaced my own software before I could even properly launch it https://t.co/nDyTkKUqem
CEOs View AI Agents as Automation Catalyst, Demand Expert Engineers
I talk to Fortune 500 CEOs and CIOs all time that are starting to think about all the new things that they’re going to build software for, and automate. Agents are the first thing that makes this viable for them....
Gatefolded Wants to Solve Fragmented Music-Sharing for Artists
Gatefolded launches as a dedicated platform that lets musicians share music both publicly with fans and privately with labels, media and collaborators. Founder Jasen Samford, a former DistroKid executive, built the service after hearing workflow frustrations from thousands of artists....
Free Trials Work When Value Triggers Prompt Payment
Founders: Free trials are fine, but they need clear value triggers. Like Yesware limiting free email tracking volume - when pros hit the cap, they're seeing enough value to pay. Don't give away your core value indefinitely. Gate it behind reasonable limits.
Storytelling Beats Metrics in Early-Stage Fundraising
Metrics matter. But in early-stage fundraising? Storytelling matters more. In Ep. 234 of The SaaS CFO Podcast, Helen Hastings shares why vision + narrative win investor conviction. Listen here 👇 YouTube: https://t.co/BnQYh8fzzR #SaaS #Fundraising #Startups https://t.co/zRSXoqqM2z
Ironclad Hits $200m ARR Mark – We Interview CEO Dan Springer
Ironclad, the San Francisco‑based contract lifecycle management (CLM) platform, announced that its annual recurring revenue (ARR) has topped $200 million, up from $150 million a year earlier and reflecting nearly 40% year‑on‑year growth. The company, valued at $3.2 billion after its 2022 funding...
AI-Powered Reconciliation Automates Trillion-Dollar Payments Ops
End Close builds automatic reconciliation for payments companies, replacing manual ops work with AI agents that automatically investigate and resolve every exception. This team previously reconciled $1,000,000,000,000 at Modern Treasury. Congrats on the launch, @SeanBolton and @DavidNewell95! https://t.co/cHDvWS2INp
Cloud Promises Growth, but Risks Future Chaos and Rigidity
While cloud software guarantees future work for the tech industry, it brings future chaos and costs for buyers. Understand that you have less flexibility. Cracks in the cloud's foundation may appear in 10 years. #TechTrends #CloudComputing https://t.co/Lhc5GJmsbl