SaaS Must Evolve Into Agent Platform Companies
FWIW I said SaaS companies would need to become Agent Platform Companies about a year ago. Thanks Jensen. https://t.co/YKCnBtkRB8
Simple Formula Links Cloud Power to Devin Growth
btw the @cognition growth formula is very simple: Devin growth = cloud komputer * koding agents growth math it out. working on releasing some numbers soon
Spine Swarm Lets Anyone Run AI Agents, No Code
Damn... OpenClaw got everyone hyped on real agent armies, but yeah it's dev-mode only. Spine Swarm just flipped the script: zero code, zero terminal hell, just type what you want and a whole squad of agents goes to work on a...
AI Won’t Replace Complex ERP SaaS Overnight
Think you can just "vibe-code" a custom ERP with AI and ditch your SaaS contracts? Think again. 🛑 The hype says AI replaces SaaS; reality says replicating the complexity of a Salesforce or Workday is a monumental (and expensive) feat. Don't...
Coffee
3 years ago, almost to the day, I sat down for coffee in Los Altos with a man who earns $100M per year in SaaS. Yes, you read that right. 9-figures. Every year. Here’s what struck me:
Achieving UI/API Parity Enables Rapid Custom Interfaces for All
This is a long-term bet of mine, which is why I’m working on full parity between UI functionality and API affordances. Because ultimately, this opens the door to full custom UIs spun up in a few agentic coding hours on top...
Treat Sales Like Engineering to Scale Rapidly
Making a product is not that hard. Getting it into as many hands as you can? That's what kills most startups. Zhong Xu scaled Deliverect to 80,000 customers because he treated sales as an engineering problem. https://t.co/WlxbWnSSjZ
Free Waterfall Enrichment From 25 Vendors in GTM Studio
TLC told us “Don’t go chasin waterfalls” but I’ve been chasing waterfalls MY WHOLE LIFE. I even got engaged in front of a waterfall. As a kid I used to hike to a local waterfall and cliff jump into a pond...
AI Platform Empowers Non‑Tech Users to Build Production Apps
In this episode of the @LightconePod, we sat down with @mukundjha and @madhavjha, the founders of @emergentlabs - an AI platform that lets anyone build and ship production-ready software. In just eight months, users have created more than 7 million apps...
SaaS SAP S/4HANA Demands Flexibility Amid Vendor Changes
Organizations implementing SAP S/4HANA face unexpected vendor decisions, like a portal being decommissioned mid-implementation. In SaaS, you must adapt to vendor changes, unlike on-prem where upgrades were optional. #SAP #SaaS #Tech https://t.co/DYJrE5rAvW
Go Paperless with Medler HMS – Free Trial
Still managing your clinic with paper files and manual registers? Upgrade to Medler HMS and simplify your practice. ✔ Patient Management ✔ Smart Appointments ✔ Digital Prescriptions ✔ Lab & Inventory ✔ Billing & Payments ✔ Automated Follow-ups ✔ Analytics Dashboard 🚀 Start your 45 Days Free Trial 📞 +91-9289363999 🌐...
DoD AI Chief Showcases Palantir's Maven Target‑action System
SaaS for “actioning a target”: DoD/DoW AI chief demos Palantir’s Maven Smart System via @kimmonismus #militaryAI https://t.co/dshzBT5HRh
Full Product Suite Built for Under $15, Replit Agent Optimized
Web app, iOS app, landing page, marketing video, and deck for < $15. If you haven’t noticed, we made Replit Agent way more efficient. https://t.co/ZZOvcOYm7s
Salesforce’s CCaaS Launch Is a Data‑gravity Strategy
Salesforce said in 2023 it didn't want to be a CCaaS provider. On March 10, 2026, it launched one. That reversal — not the feature list — is the real story from Enterprise Connect. I wrote up my analysis of what's actually...
AI Is Now Essential for Every SaaS Product
Spending lots of time with Claude Code in the last months (+ OpenClaw more recently) has made it abundantly clear to me that every piece of SaaS hugely benefits from being infused with AI. All not new, this has become clear...
Forward P/E Reveals Hidden Profitability in SaaS Valuations
SaaS valuations through a different lens: Forward P/E vs expected revenue growth Looking at SaaS only through EV/Sales often hides an important dimension — profitability. This chart compares Forward P/E with analysts’ NTM revenue growth estimates, helping highlight how much investors pay...
Live User Onboarding Reveals Real‑time Usability Insights
Releasing a new SaaS? Onboard new users in live visio corresponding to your persona. Let them try it in live without guidance and watch their reactions. Where they click. What confuses them. Often difficult exercise, but best way to learn.
Avoid Slow, Per-Seat SaaS: Build Less, Use Better
Be bearish slow SaaS, and shitty SaaS, and anyone who charges per-seat. (sus) I think the tools with the most to fear are the ones everybody hates the most. Do I want to have to build and maintain all the apps I...
Promptlee 5.4 Launches with Onboarding and Guided Tour
We just released version 5.4 of Promptlee. It includes a welcome onboarding sequence to orient new users. We also included a more detailed guided tour option so you can quickly learn the many features of the app. If you're tired of...
Deep Customer Success Unlocks Upsell Even After Layoffs
I still think about one of the smallest deals we won, that I was FIRED UP about. I got credit for $5.8K. One of my most proud wins of 2024. 90 days prior, we learned the sad news an active customer...
AI-Fueled SaaS Leaders Outpace Industry Growth
SaaS growth - a few companies are accelerating. This chart ranks public SaaS companies by NTM revenue growth estimates, and the distribution tells an important story about where the industry stands today. The fastest projected growers include: $PLTR (+62%) $APP (+38%) $ZETA (+35%) $FIG and $NET...
From SaaS to RaaS: Pricing Shifts Toward Outcomes
Most companies still sell software. The future pays for outcomes. SaaS pricing is shifting through three phases. And if you’re not explicit about which phase you compete in, someone else will decide for you. Phase 1: SaaS You sell a...
Ahrefs Launches Free API Access for All Plans
Holy ship. 🚢 Genuinely never thought Ahrefs would do this. API access is now available on all plans. No extra fees. 🥳 It's something I always wanted as a customer, and I had no involvement in this going live, so my surprise...
Adobe's Cancellation Trap Turns Loyal Users Into Critics
This cancellation dark pattern is slowly killing Adobe It turns promoters (customers who love the product and pay for it) into vocal haters I am an example as well who got tricked into the sub you cannot cancel without a penalty. I...
Weekly Newsletter Offers Founder Insights on Growth, Hiring, Marketing, Exits
I haven't published new essays in almost 15 years. But I started writing again, and am now sending out a weekly email with new thoughts on topics like: - The 6 stages of SaaS growth, and how to know which you're...
AI Becomes the New Utility in Cloud Services
Metered utility-like delivery was the vision articulated for compute power in the late 1990s. And it came true -- it just got the sexier names of cloud, or PaaS, or SaaS. And AI is already being embedded within those on-demand...
Scaling AI in Customer Success Without Losing Humanity
You think AI removes the humanity from Customer Success. Actually, it's how we scale it. But you have to do it right.
Software Factory Replaces Jira in One Month
Our cracked team just used Software Factory to rebuild and replace Jira in a little more than a month. We first spent 3.5 weeks planning. This is Software Factory’s superpower. It allowed our lead PM, Designer and Architect to thoughtfully...
Prioritize One‑Sentence Chat for Immediate User Value
A friend at 1Password pointed out Loblaws letting customers order groceries through ChatGPT. No app. No search. Just ask and get what you need. That’s a massive UX shift. If your product can be used by talking to it, someone...
Adobe Faces $150M Settlement, Subscription Transparency Risks
Regulatory pressure on subscription transparency; Adobe pays $75M + $75M in services ⚖️ Risk: reputational hit, subscriber churn, AI uncertainty. Trim ADBE; watch guidance. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Scale Fast: Partner with POS, Not Each Restaurant
Signing customers one by one? Too slow. Zhong Xu signed 10 POS partners instead. Each brought 100 restaurants/month. That's how Deliverect hit $10M ARR in 2.5 years. https://t.co/V4jbNRxFum
Verify Sources in Minutes with Free SourceVault
Verify your sources in 3 minutes. SourceVault is free: find credible experts, their interview readiness, and draft outreach in seconds. Test it: https://t.co/q11Q2cCHaC Let me know if it works.
Rubrik's Cloud ARR Surges 48%, Nears Full Transition
$RBRK subscription ARR grew +33.8% YoY, with a record $115M in net new ARR. Cloud ARR now represents 88% of total ARR and is growing +47.7% YoY, indicating that Rubrik is nearing completion of its transition to a cloud-first subscription...
CMO Signs up with Personal Gmail—Lead Qualification Dilemma
CMO at a $1B+ company signed up for our thing last night, but used his Gmail. Should we count it as a lead or not?
Model Labs Can Be Profitable When Properly Managed
From Clouded Judgement: In Defense of Model Lab Profitability https://lnkd.in/d7xVmPGs
Adobe's Stock Dip Driven by CEO Change, Not Earnings
My thoughts on $ADBE. Although Adobe shares fell -7.8% after earnings, the quarter itself was not as weak as the market reaction suggests. In my view, the decline was largely related to the CEO transition, which introduced uncertainty for investors. One point...
Ramp Launches Europe, Promising 5% Savings and 16% Growth
If you’re running a business in Europe or the UK, we bring good news from across the Atlantic. @tryramp launches locally this summer. We’re setting up shop and the waitlist is open. The median Ramp customer saves 5% and grows revenue 16%...
Local Currency Checkout Boosts International SaaS Revenue 20‑40%
Worked with 60+ startups and a common repeated mistake that left a lot of money on the table: Charging international users in USD The data is pretty clear — local currency checkout increases international conversion by 20-40% SaaS founders can now do this...
SAP's Future S/4HANA Innovation May Depend on Deployment
SAP's latest innovations might be exclusive to public cloud deployments. Is future S/4HANA innovation limited by your deployment choice, or will all versions benefit? #SAP #Cloud https://t.co/ooiHY9Mf7j
FellowAI Introduces Botless Recording with Full Summaries
Been waiting for this. @FellowAInotes just launched botless recording that doesn't cut corners — full summaries, action items, team visibility, governance policies. All the stuff Granola skips. https://t.co/uhR3a0z35G
Cloud Deployments Disrupt More Than On-Premise Systems
Cloud system deployments are more disruptive than on-premise ones. Cloud software is less flexible, imposing more change on organizations. This is a common pitfall in software evaluations. #CloudMigration #ITStrategy https://t.co/o8CZoDvI8I
Adobe AI Powers Enterprise Creative Workflows, Not Just Images
The market is comparing Adobe's AI to image generators in LLMs like ChatGPT. That is the wrong comparison entirely. Adobe just reported record Q1 FY2026 results = $6.40 billion in revenue, 13% subscription growth, and AI-first ARR more than tripling year...
Visual Drag‑Drop Web Scraping Now Live with Tiny Fish +
Next-level web automation is here. The @Tiny_Fish integration with @N8N_io just went live and it’s raaad. You can now drag, drop, and automate web scraping VISUALLY 🔥 Plus, their open-source Cookbook now has plug-and-play templates 👀
Only Paying Users' Churn Signals a SaaS Platform's Death
When people say that a certain SaaS platform is dead, I wouldn’t trust them unless they are a frequent user of it (or at least someone who pays for it). When paid users leave the platform and stay off for...
Vercel Fuels Notion’s Rise in the Agent Era
Vercel now powers the Notion agent platform. Not only are they a great company and product I use daily, I think they're going to be one of the big winners of the agent era. The main 'runtime' of an agent is English...
Choosing the Right Med Spa Platform Boosts Bookings and Growth
The right med spa platform can improve bookings, streamline ops, and support growth across multiple locations. Here’s how today’s top platforms stack up: https://t.co/KqeNCzTGNM #Meevo @AestheticsPro2 @mangomint @Vagaro #medspa #HITSM
Rule of 40 Shifts to Rule of 60: Adapt Now
Why The Rule of 40 is Becoming the Rule of 60 -- and What You Can Do About It. https://t.co/PN2EcIhJ8S
Cloud Subscriptions Often Outcost On‑premise over Time
Off-the-shelf cloud solutions can be a costly trap. Perpetual licenses and subscriptions often exceed the long-term expenses of on-premise systems, leading to significant year-over-year price hikes. Be wary of these escalating costs. #CloudCost #ITStrategy https://t.co/lzVmPmg6Hy
Selling Fake Automation: When Hype Masks No Product
100 customers paid for a product that didn't exist. This founder hadn't written a single line of code. Customers loved it. @zhxu had already built and exited one company. An iPad point-of-sale system he coded over 9 months with every feature...
AI Will Replicate SaaS Overnight, Margins Will Suffer
I don’t want to do this anymore. Last week Patrick Spychalski told me that he watched his buddy give Claude Code the domain for TypeForm(.)com and 4 hours later Claude Code had built Typeform. Like... exactly TypeForm. I can visualize...
