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
Fintech Company Alkami Is Reportedly Considering Strategic Sale with Adviser
Alkami Technology Inc., a cloud‑based digital banking platform provider, has launched a strategic review that could culminate in a sale. The move follows activist investor Jana Partners’ pressure after Alkami’s stock fell roughly 40% in 2025 despite solid revenue growth and high client retention. The company engaged a financial adviser to gauge interest from strategic buyers and private‑equity firms, positioning the $2.2 billion market‑cap firm as a potential acquisition target. The announcement sparked a modest share‑price rally, reflecting market optimism about a possible premium transaction.
Wix Hails New Era of Web Design in Super Bowl Return
Wix returned to the Super Bowl after a seven‑year break to unveil a hybrid AI‑drag‑and‑drop website editor. The 30‑second ad, “The New Way to Create,” shows a woman building a handmade‑furniture site using simple prompts, emphasizing AI as a creative...
Core Capabilities Keep SaaS Valuable Amid AI Disruption
By Geoffrey Moore Author – The Infinite Staircase: What the Universe Tells Us About Life, Ethics, and Mortality Recently, the stock market has reacted to the latest advancements in AI by materially discounting the future returns expected from enterprise SaaS...
An Update on Heroku
Heroku announced a shift to a sustaining engineering model that emphasizes stability, security, and reliability over new feature development. Existing customers will see no changes to pricing, billing, or core platform functionality, and can continue using Heroku for production workloads....
PE Is No Longer Coming to the Rescue. And That Probably Means No One Will.
Private equity, once a reliable exit for B2B SaaS firms hitting $20M ARR, has largely withdrawn its support as of 2026. While total technology M&A reached a decade‑high $587 billion in 2025, PE capital is now concentrated on AI‑accelerated, high‑growth or...
ElevenLabs Raises $500M, Soundtrack Acquires Tunify and Ambie, and Germany Tops January Figures
ElevenLabs announced a $500 million raise as it prepares for an IPO, underscoring the surge in AI‑driven startups. Spotify‑backed Soundtrack acquired Tunify and Ambie, aiming to combine local market reach with global scale. Germany topped January’s European tech funding, highlighted by...
UiPath Acquires WorkFusion to Boost Financial Crime Compliance
Financial crime compliance is one of the hardest problems in financial services. And it's only getting harder. The institutions fighting it need partners who understand the stakes. Today I'm excited to announce that UiPath has acquired WorkFusion . What drew...
Profit‑Driven Agencies Rely on Strict Financial Discipline
20 things agency owners that hit their profit goals say: 1. "We track every change request and bill for scope increases" 2. "I model out financial scenarios before making any hiring decisions" 3. "We have clear payment terms and follow...
How Agile Rate Deployment Boosts Insurer Profitability
Insurers are losing millions because legacy policy administration systems make rate updates slow and costly. By decoupling pricing logic into external rating engines, carriers can deploy new rates within hours and roll back changes instantly. Akur8 estimates that such agility...
Portal26 Targets Weak Enterprise AI Returns with New Value Realization Platform
Portal26, a generative AI security startup, unveiled a new AI Value Realization platform aimed at closing the gap between soaring enterprise AI spend and weak returns. The module provides strategic intelligence to guide evidence‑based investment decisions, improve proof‑of‑concept to production...
AI Torches Software Stocks, Even as Investors Fret About All that AI Factory Spending
AI enthusiasm has turned into a market shock, sending shares of SaaS giants like ServiceNow, Salesforce and Palantir sharply lower. At the same time, investors are uneasy about the soaring capital‑expenditure plans of AI‑heavy firms such as Alphabet, Amazon, Oracle...
How to Actually Use Claude Code to Build Serious Software
The author shares six months of hands‑on experience using Claude Code to build a full‑stack SaaS platform, emphasizing that the tool’s real power lies in its configuration rather than raw code output. By connecting Claude to a live browser session...
OpenAI’s Unlimited Plan Outshines Anthropic’s Limited Pricing
pricing on openai vs. anthropic is interesting and i think oai is missing out for example, chatgpt biz for $25/month buys you all the value prop of the service - i never hit rate limits meanwhile, claude pro for $20/month i max...
Track Saved Hours, Not Just Revenue, With Automation
Most founders only track revenue. I track *hours I never have to work again*. Every time I automate something, I log it: → 3 hours/month: repetitive booking. → 5 hours/month: repetitive support. → 2 hours/month: managing todos. → 1 hour/month:...
Censia AI Adds Peter Fasolo to Boost Workforce Intelligence
Censia AI announced the appointment of Peter M. Fasolo, former Chief Human Resources Officer at Johnson & Johnson, to its Board of Directors. Fasolo will guide Censia’s mission to turn workforce data into actionable, real‑time recommendations for capability mapping, skill...
Fin Automates Refunds, Upgrades, and More—No Human Needed
One thing most people don't realise about Fin: Fin fully resolves complex queries (refunds, amendments, upgrades etc) end to end, no humans needed. Example: it can discuss a refund with a customer, calculate if it is eligible according to the...
Let Customers Guide Your Path From $1M to $100M
Your customers will teach you how to go from $1m to $100m ARR, you just have to listen True especially if your initial TAM seems quite small
Data, Subscription, Events: The Media Model Driving M&A
Investors are targeting B2B media firms that combine proprietary data, subscription revenue, and live events, a hybrid model seen as AI‑proof and resilient. Recent deals include Bridgepoint’s minority stake in Exile Group, Montgomery’s acquisition of Halldale, and DVV Media’s split...
Claude Teams Deploy 12.8% More, Ship 7.6× Faster
Claude-using teams on @vercel: ▪️ generated 12.8% of deployments last week ▪️ ship 7.6x more often than non-Claude teams ▪️ growing deployments at 14% WoW
Hey, Senior PMs: Shipping Faster Won’t Get You Promoted
Senior product managers often equate speed with success, but the article shows that unchecked velocity can erode margins and stall career growth. By examining a $25 M ARR SaaS firm, the author reveals how a focus on feature output ignored the...
Basecamp Upgrades to Fully Compliant OAuth 2.0 Implementation
Basecamp has long supported OAuth, but our implementation was based on the (now ancient) pre-release spec, and it required hoops for modern clients. We've updated it to be fully compliant with OAuth 2.0 now. https://t.co/ixQWa4GmTH
Input 1 Launches Payments-as-a-Service for Ironwood Brokers
Input1 has rolled out its Payments-as-a-Service platform for Ironwood Brokers & Insurance Marketing, embedding QR‑code and secure‑link payment options directly into the broker’s invoicing workflow. The new solution streamlines premium collection, offering agents faster, more flexible payment routes while preserving...
NexusTek Launches NexusOps with NexusIQ, Advancing IT Support with AI-Powered Workflow Intelligence
NexusTek unveiled NexusOps with NexusIQ, an AI‑powered service delivery platform that shifts IT support from reactive ticket handling to proactive, intelligence‑driven workflows. The solution embeds AI at triage, routing, and communication stages, leveraging historical ticket data and company‑specific policies to...
ZenaTech’s Drone as a Service Announces Initiation of Its Golf Course Survey Services Across Florida
ZenaTech announced the launch of its Drone as a Service (DaaS) platform for golf‑course surveying across Florida, marking the first dedicated rollout of this specialized offering. Over the past year the company completed drone‑enabled surveys for five championship‑level courses, establishing...
Capillary Technology Posts Rs 184 Cr Revenue in Q3 FY26; Profit Falls 20%
Capillary Technologies reported Q3 FY26 revenue of Rs 184 crore, a 16% year‑on‑year increase, while profit slipped 20% to Rs 8 crore. Employee benefit expenses surged 22% to Rs 90 crore, accounting for half of total costs. The SaaS firm debuted on Indian exchanges at a...
BFJ Digital Details Strategic Criteria for Choosing the Right CRM to Optimise Customer Sales
BFJ Digital, a Brisbane‑based digital marketing consultancy, published a strategic analysis outlining the essential criteria for selecting a Customer Relationship Management (CRM) system. The report categorises leading platforms—HubSpot, Salesforce Essentials, Zoho, Microsoft Dynamics, and enterprise solutions like SAP and Oracle—by...
Tome
Tome positions itself as a next‑generation storytelling platform that blends slide‑deck functionality with generative AI. Launched in 2020 by CEO Keith Peiris and CPO Henri Liriani, the company has evolved from a simple presentation tool into a collaborative workspace where...
Dynatrace Perform 2026 - How Two Organizations Transformed Business Observability Into Strategic Advantage
At Dynatrace Perform 2026, Agos Ducato and FreedomPay demonstrated how observability can be turned into a strategic advantage by measuring customer experience rather than just system uptime. Agos instrumented its end‑to‑end loan‑application journey, raising digital‑signature success from 65% to 95% and cutting...
New Global Expansion Report Benchmarks the Hidden Costs and Risks of Scaling Across 19 Markets
Native Teams released its Global Expansion Report, benchmarking the hidden costs, timelines, digitalisation levels and regulatory risks of establishing legal entities in 19 jurisdictions. The study, based on data from over 3,000 companies and input from 17 legal and compliance...
Phishing and OAuth Token Vulnerabilities Lead to Full Microsoft 365 Breach
Researchers identified two medium‑severity flaws—a publicly accessible email API endpoint and verbose error handling that discloses OAuth tokens—that can be combined to launch authenticated phishing campaigns inside Microsoft 365 tenants. By exploiting the open relay, attackers send messages that appear to...
Per‑seat Pricing Fades; Per‑agent Models Will Dominate
Software as a category isn’t dying. Per seat pricing is dying. And it will shift to per agent pricing. And those agents will replace headcount. And in a world where you can hire infinitely patient and productive workers, per agent pricing will flourish.
GitHub Actions Is Slowly Killing Engineering Teams
GitHub Actions, now the default CI for many repositories, suffers from a clunky log viewer, fragile YAML configuration, and limited control over compute resources, leading to prolonged debugging cycles. The platform’s marketplace introduces security risks by allowing opaque third‑party actions...
Privy’s Fire‑sale Spree Adds Overlapping SaaS Monoliths
Privy keeps acquiring struggling SaaS companies via fire sales. Emotive last year, Sendlane now, and even a management buyout from Attentive Mobile. Very scrappy, but idk how you'd merge 3 monolith workflow apps with meaningful overlap between them all.
How Markets Price AI Risk
The post highlights a stark valuation split in software stocks as vertical SaaS companies plunge 43% YTD while dev‑tools decline only 21%, reflecting market pricing of AI risk. It argues that despite strong moats, vertical firms’ slower 8% growth triggers...
Atlassian Shares Slide as Cloud Growth Outlook Tempers Strong Earnings Beat
Atlassian reported a fiscal Q2 beat, posting $1.586 billion revenue—a 23% year‑over‑year rise—and adjusted earnings of $1.22 per share, surpassing analyst expectations. The company celebrated its first $1 billion cloud‑revenue quarter, serving over 350,000 customers, but warned that cloud growth would slow...
Cybersecurity Earnings Season Kicks Off with Beats From Fortinet, NetScout and Qualys
The cybersecurity earnings season opened with Fortinet, NetScout and Qualys all beating analyst expectations. Fortinet posted Q4 adjusted EPS of $0.81 on $1.91 billion revenue, up 15% YoY, while NetScout delivered EPS of $1.00 despite flat revenue, and Qualys reported EPS...
Google Cloud Leads Growth; AWS Remains Largest
Cloud Giants Update: AWS (Amazon): $142B run rate growing 24% YoY (last Q grew 20%) Azure (Microsoft): ~$103B run rate (estimate) growing 38% YoY (last Q grew 39%) Google Cloud (includes GSuite): $71B run rate growing 48% YoY (last Q...
Substack Hires Former Google Exec as Its First Head of Partnerships in Canada
Substack has hired former Google Canada executive Mark Swierszcz as its first head of partnerships in Canada, reflecting the platform’s rapid organic growth north of the border. Canada is now Substack’s third‑largest market worldwide, with more than half a million...
Show HN: Slack CLI for Agents
An open‑source Slack CLI built with TypeScript and Bun enables AI agents to interact with Slack data through a token‑efficient, JSON‑only interface. The tool offers zero‑config authentication by reading Slack Desktop credentials on macOS, with Chrome fallback, and provides commands...
From Backup to ResOps: How Commvault Is Reframing Cyber Resilience
Commvault is repositioning from traditional backup to a ResOps model that unifies data protection, identity resilience, and cyber recovery across hybrid and multicloud environments. The launch of its Cloud Unity platform introduces AI‑driven synthetic recovery, allowing clean, point‑in‑time restores without...
ICE Reports Strongest Mortgage Revenue in over 3 Years
Intercontinental Exchange’s mortgage‑technology unit reported its strongest quarterly revenue in over three years, reaching $532 million in Q4. Operating profit rose to $8 million, while full‑year profit flipped to $14 million after a $170 million loss the prior year. Transaction revenue jumped 20% year‑over‑year,...
Claude Opus 4.6 Extra Usage Promo
Anthropic is rolling out a limited‑time promotion that grants Pro and Max subscribers a $50 credit for extra usage of Claude Opus 4.6. The credit applies automatically for users who already have extra usage enabled, or can be claimed by enabling...
SaaS Thrives When It Becomes a System of Record
SaaS is not dead - but it does need to adapt to getting older and not being the new, shiny star of the show I feel like I have seen this movie before - because I actually have... ...but that...
Vibe Coding: Rapid Prototyping Leads, Simple B2B Follows
Note this tweet well. @antonosika is kindly sharing what vibe coding is really being used for today, top 4 use cases … Rapid prototyping of apps without taxing engineering is #1 use cases. The killer use case today. Building simple...
Automattic and the Internet Archive Team Up To Fight Link Rot
Automattic and the Internet Archive have launched a free, open‑source WordPress plugin called the Wayback Machine Link Fixer. The tool scans posts for broken outbound links, redirects visitors to archived Wayback Machine copies, and requests new snapshots when none exist....
Best Software for Factoring: The Platforms That Make Funding Faster, Risk Tighter, and Back Office Cleaner
The episode breaks down the essential features of top factoring software platforms, highlighting how an all‑in‑one solution can curb revenue leakage, boost real‑time cash‑flow visibility, and automate the invoice lifecycle from submission to settlement. SOFT4Factoring is championed as the premier...
Cloud-Native Observability Enters a New Phase as the Market Pivots From Volume to Value
Enterprises are moving from raw telemetry volume to value‑driven observability as cloud‑native and AI workloads explode. 2025 data shows log volumes up 250% YoY while 70% of spend funds unqueried logs, prompting a shift toward signal discipline and cost control....
Microsoft to Shut Down Exchange Online EWS in April 2027
Microsoft announced that the Exchange Web Services (EWS) API for Exchange Online will be blocked on October 1, 2026 and fully retired on April 1, 2027. Administrators can create an allow‑list by August 2026 to bypass the October block, after which Microsoft will pre‑populate allow...
Fin AI Adds Auto-Docs, Visual Answers, Integration Alerts
Some great new @Fin_ai features just launched Fin will now: 1. manage your docs for you, based on what it sees your team saying. 2. share useful images/gifs in answers to your customers. 3. highlight missing integrations + data that would...
Anthropic Launches Claude Opus 4.6 as Its AI Tools Rattle Software Markets
Anthropic unveiled Claude Opus 4.6, its most capable AI model yet, featuring a 1 million‑token context window and enhanced coding abilities. The upgrade promises better planning, longer autonomous tasks, and an internal debugging loop that catches errors. Independent GDPval‑AA testing shows Opus 4.6...