🎯Today's SaaS Pulse
Updated 1h agoWhat's happening: HighRadius launches outcome‑based pricing for CFO platform
HighRadius introduced an Outcome Based Pricing (OBP) model for its Office of the CFO SaaS, removing upfront implementation and subscription fees and instead taking a share of verified financial gains once the solution is live. The approach follows a 24‑month controlled experiment that showed clear benefits when customers met mutually agreed success criteria.
Also developing:
- •AWS Middle East datacenter hit by unknown objects, causing outage
- •Infobip unveils AgentOS to orchestrate AI‑driven customer journeys
- •SaaS Capital closes $100M fifth fund for B2B SaaS and AI applications
Blog•Nov 30, 2025
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. The flat customer base of ~15,400 for three years and competitive pressure from platform giants and agile startups have eroded investor confidence, prompting the company to explore a sale. The situation underscores that profitability alone cannot sustain SaaS valuations without meaningful growth.
By SaaStr
Social•Dec 1, 2025
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...
By Jason Lemkin
Social•Nov 30, 2025
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...
By Lenny Rachitsky
Podcast•Nov 30, 2025•0 min
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...
By Lenny Rachitsky
Social•Nov 30, 2025
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...
By Lenny Rachitsky
Social•Nov 30, 2025
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...
By Aaron Levie
News•Nov 30, 2025
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...
By TechRadar
Social•Nov 30, 2025
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...
By Ryan Allis
Social•Nov 30, 2025
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...
By Dharmesh Shah
News•Nov 30, 2025
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,...
By VentureBeat
Social•Nov 30, 2025
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
By Andrew Gazdecki
Social•Nov 30, 2025
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.
By Nick Mehta
Blog•Nov 29, 2025
A Beta Is Like Inviting Guests Over
Jason Fried argues that the most effective beta occurs just one to two weeks before a product’s official launch, essentially at version 0.99. At this stage the goal isn’t deep feature validation but a final house‑cleaning sprint to eliminate obvious flaws....
By Jason Fried
Social•Nov 30, 2025
Buyers React After Losing Deals on Acquired.com
Buyers after losing deals on @acquiredotcom: https://t.co/8lorf6uHHK
By Andrew Gazdecki
Social•Nov 30, 2025
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...
By TK Kader
Blog•Nov 29, 2025
The “Buy Your Own Product” Test: Why Every B2B Founder Should Be Their Own Customer (At Least For A Day)
Jason Lemkin urges B2B SaaS founders to purchase their own product using the public buying flow, not internal shortcuts. By submitting contact forms, calling support lines, and attempting in‑app upgrades, founders expose friction points that often go unnoticed. The exercise...
By SaaStr
Social•Nov 30, 2025
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
By Ben Murray
Social•Nov 30, 2025
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
By Jason Lemkin
Podcast•Nov 29, 2025•18 min
These 4 AI Automations Will Make You $1M (With Zero Employees)
In this episode of The Martell Method, Dan Martell outlines four AI-driven automations that can generate a million dollars in revenue without hiring staff, emphasizing real‑world tools and playbooks he uses across his portfolio. He expands on how AI is...
By The Martell Method with Dan Martell
Social•Nov 30, 2025
Revenue Is Non‑negotiable, Truth Can Bend
Truth is Flexible. Revenue is Mandatory. SaaStr AI LDN starts >tomorrow< https://t.co/JzwXFUEbZq
By Jason Lemkin
Social•Nov 30, 2025
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
By Jason Lemkin
News•Nov 29, 2025
Tackling Cybersecurity Burnout, Once and for All
Cybersecurity burnout is reaching crisis levels, with 76% of professionals reporting fatigue in the past year and 69% seeing it worsen between 2023 and 2024. The chronic stress threatens productivity, job satisfaction, and can lead to costly security incidents. Experts...
By TechRadar
Social•Nov 30, 2025
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
By Jason Lemkin
Social•Nov 30, 2025
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...
By Marc Benioff
News•Nov 28, 2025
That's Not Very Trendy of Them - AI Browsers Can Be Hacked with a Simple Hashtag, Experts Warn
Researchers at Cato Networks have uncovered a new attack vector called “HashJack,” which embeds malicious instructions in URL fragments after a hashtag. AI‑assisted browsers process these hidden fragments locally, allowing attackers to steer the assistant without the server ever seeing...
By TechRadar
Social•Nov 29, 2025
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...
By Aaron Levie
Social•Nov 29, 2025
No Product-Market Fit Fuels Founder Frustration
Year 1: You’re eating ramen. Year 5: You’re still eating ramen. And you’re starting to wonder if this will ever become your retirement plan. It can get pretty anxiety-inducing. You're on social media, and you see no one else stuck like you....
By Adam Robinson
News•Nov 28, 2025
The Oura Ring 4 Is Still at Its Lowest Price Ever for Black Friday
During Black Friday, the Oura Ring 4 is available for $249, its lowest price ever, representing a $100 discount off the usual $349 retail price. Gold and rose gold variants are also reduced, now selling for $350 instead of $500....
By The Verge
Social•Nov 29, 2025
Profit Without Growth Halves PagerDuty’s Valuation
PagerDuty has fallen to $1.1 Billion market cap … at $500m ARR 2.1x ARR It’s profitable now, but it isn’t growing anymore. Revenue growth has slowed to 4% and new customer count is net 0. The markets reward growth. Efficient growth...
By Jason Lemkin
Social•Nov 29, 2025
AI Week: Massive Growth, New Tools, and Security Risks
Any interesting AI news this week? Here are the Top 10 news stories of the week: Anthropic releases Opus 4.5 with new Chrome and Excel integrations OpenAI launches a new shopping research tool just in time for Black Friday OpenAI...
By Ray Rike
News•Nov 28, 2025
Cloudways vs InMotion Hosting: Which Is Better for WordPress Sites?
The comparison pits Cloudways against InMotion Hosting for WordPress sites, highlighting that Cloudways starts at $14 per month while InMotion begins at $6. Cloudways bundles a managed‑service layer with a polished dashboard, AI‑driven Copilot monitoring, and automated backups, whereas InMotion...
By TechRadar
Social•Nov 29, 2025
Black Friday Hits $6.2B, Traffic Peaks Record
Congratulations to our merchants on another record breaking Black Friday. LFG → Merchants total Black Friday sales were $6.2 billion, up 25% YoY → Edge peaked at 489 million requests per minute. App servers handled a peak of 117 million requests per...
By Tobi Lutke
Social•Nov 29, 2025
Product‑Led Growth Needs a Team, Not One Unicorn
One of the most expensive mistakes SaaS founders make is hunting for a product/ growth unicorn. I see this happen constantly. A founder decides to go product-led. They open a job req for a "Head of Growth." They write a...
By Wes Bush
Social•Nov 29, 2025
Cyber Week Drives 11% YoY Spend Surge, Flawless Performance
🧵 Cyber Week 6PM PT Update – Nov 28! +11% YoY online spend (and still climbing) 🔥 Zero multi-customer incidents or Sev1s 🙌 AgentForce Marketing Cloud: 7B messages delivered ├ 5.3B emails ├ 1.5B mobile pushes ├ 175M SMS └ 39M OTT Slack is nothing but ❤️🎉...
By Marc Benioff
Social•Nov 29, 2025
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...
By YCombinator
Social•Nov 29, 2025
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
By TK Kader
Social•Nov 29, 2025
Stop Chasing Clicks; Focus on Conversions to Fill Pipeline
You’re optimizing for clicks, not conversions—here’s what most founders get wrong (and why their pipeline stays empty).. It’s so common because the entire startup world worships vanity metrics, and it feels safer to chase engagement than face the silence of an...
By TK Kader
Social•Nov 29, 2025
Jeanne De
Tomorrow, Jeanne DeWitt Grosser COO @Vercel, built @Stripe's first sales team https://t.co/j70D3rfpV1
By Lenny Rachitsky
Social•Nov 29, 2025
One Focus, One Offer, $100K Monthly in a Year
The focus of ONE to get to $100K/months: - One channel - One offer - One sales process - One customer - One year
By Dan Martell
Social•Nov 29, 2025
AI Voiceover App Delivers 90% Margins, $250K Revenue
90% margins on this app! AI text-to-speech app for generating voiceovers in seconds. > $250K TTM revenue > $180K TTM profit > 100% YoY growth Live on @acquiredotcom: https://t.co/HtzQVs42uS https://t.co/in7czbVTl1
By Andrew Gazdecki
Social•Nov 29, 2025
Balance Conviction and Humility: Filter Feedback Effectively
“Founders need conviction strong enough to ignore bad feedback — and humility to hear the good.” 💡 Duncan Barrigan breaks down how to tell the difference in Episode 220 of The SaaS CFO Podcast. Watch 👉 https://t.co/r7Q1ZbKANk #SaaS #AI https://t.co/A2pAtktSdZ
By Ben Murray
Social•Nov 29, 2025
Let Top Customers Guide Your Short‑Term Product Decisions
Worst case, just build what your top customers want They can't see too far into the future But they probably have a better sense of what really moves the needle in the short term than you do
By Jason Lemkin
Social•Nov 29, 2025
Break Barriers: Code Like This Publicly
What’s stopping you from coding like this? #saas #buildingpublic https://t.co/9npjRPXHqz
By Jonathan Rintala
Social•Nov 28, 2025
Future SDRs Will Earn $250k Managing AI Teams
The $250k SDR role is coming. But it won't be remotely the same role as it was from 2005-2015. The $250k "SDR": - Will mange 10+ AI SDR agents - Will >truly< be on the hook for $5m+ of Closed Won - Will be...
By Jason Lemkin
Social•Nov 28, 2025
Opus 4.5 Delivers 20‑Point Reasoning Leap In
We ran our latest Box AI advanced reasoning eval on Opus 4.5 with medium and high effort and saw a 20 percentage point boost over Opus 4.1. What’s insane to think about is Opus 4.1 came out just 3 months...
By Aaron Levie
Social•Nov 28, 2025
Solo Founders Now Outpace Teams Thanks to AI
The best performing private companies in 2025 are being built by solo founders. This chart makes it clear. Here’s what this means for startups👇 For years, the default belief in tech was simple: you need co-founders and a big team...
By Ryan Allis
Social•Nov 28, 2025
Custom AI Needed Until Generalization Boosts Corporate Efficiency
Let's talk AGI and GDP - and a question I have... I have no idea when AGI is coming or even what the precise definition is. But there's one thing I have strong priors around: large companies have incredibly bespoke processes -...
By Nick Mehta
Social•Nov 28, 2025
Guess Our Pricing, Win Lifetime Free Account
If you can guess the Fizzy free/pricing model on the nose, I'll give you a free account for life once we launch. You can guess 5 times.
By Jason Fried
Social•Nov 28, 2025
Shopify Hits $5.1 M per Minute at Noon
Peak sales hit $5.1 (!) million per minute right around noon today across the Shopify platform. https://t.co/M5xfYjG7KA
By Tobi Lutke
Social•Nov 28, 2025
Trust Grows When You Deliver Consistently, Every Time
The best way to build trust with people? Do what you say you’ll do. On time. Every time. Consistency communicates character.
By Dan Martell