Social•Feb 26, 2026
SaaS Apocalypse? Market Hype Meets Skeptical Reality
Is the SaaSpocalypse upon us?! Markets went bananas after this Citrini article was published — but is this legit? Deedy Das isn’t so sure… Which businesses do you think are going away?
By Jason Calacanis
Social•Feb 25, 2026
Salesforce Forecasts Record FY27 Growth, AI Agent Hub
We just closed FY26, the biggest year in Salesforce history, and favor FY27 Guidance ! 🚀 FY27 Guidance: $46.2B revenue, 34.3% Non-GAAP Operating Margin, 20.9% GAAP Operating Margin - $41.5B revenue (+10% Y/Y) - 34.1% Non-GAAP (+110 bps y/y) & 20.1% GAAP operating...
By Marc Benioff
Social•Feb 25, 2026
Managed Iceberg Lets Providers Own the Metadata Control Plane
Why are hyperscalers racing to offer managed Iceberg? Because whoever controls the catalog controls the ecosystem. If your tables are in a managed Iceberg service, you can query them from any engine - Spark, Trino, DuckDB, whatever. But your metadata stays with...
By SSP Data
Social•Feb 25, 2026
Targeted Cold Emails Tap Existing Mindset, Feel Warm
Cold email that's super-targeted, enters the conversation already taking place in their mind, and simply works to get them to continue that conversation with you, is much warmer than you think.
By Lincoln Murphy
Social•Feb 25, 2026
Separate Storage and Compute Redefines Modern Databases
Why we're excited about Lakebase GA: most database services are based on outdated assumptions leading to poor operability, scalability and devex.
By Matei Zaharia
Social•Feb 25, 2026
Beyond Crawl‑Walk‑Run: A More Realistic Implementation Framework
Having sat through thousands of crawl-walk-run presentations in my life, I thought it might be helpful to expand the model a bit to cover more, um, realistic implementation paths. https://t.co/fGXlclB0Qi
By Scott Brinker
Social•Feb 25, 2026
SaaS Evolves Into AI‑Driven Middleware for New UX
Will most of SaaS turn out to be middleware for AI based UX/Interfaces? Parts of SaaS sure will, the ones who don’t change fast enough to reality of changing UX in AI era. Ref: @AnthropicAI announced new AI tools yesterday...
By Sarbjeet Johal
Social•Feb 25, 2026
Domo's 0.8x ARR Price Masks Zero Growth, Broken Economics
Domo trades at 0.8x ARR and just announced they are formally looking to sell. While they have a "cheap" multiple, revenue growth is 0% and they are barely FCF breakeven. I.e. the unit economics are broken. But might make sense to the...
By OnlyCFO
Social•Feb 25, 2026
Vercel Doubles Python Bundle Size in Major Upgrade
Python on Vercel is getting major upgrades, starting with 2x larger max bundle size. More to come.
By Guillermo Rauch
Social•Feb 25, 2026
Founders Beware: ROFR Clauses Can Block Future Exits
For minority investors to include protective provisions within their purchase agreements is common practice, but one provision that founders should be particularly aware of is the right of first refusal (ROFR). A ROFR clause places an obligation on the company to...
By Michael Lyon
Social•Feb 25, 2026
Beyond Launch: Platform Compliance Drives $100M Advantage
Most founders optimize for the first milestone: launch fast, check the box, move on. @DrataHQ optimized for what comes after. “When you need more than SOC 2 - which happens when you’re successful - we’re right there with you.” Feature vs. platform thinking....
By Omer Khan
Social•Feb 25, 2026
FinTech-as-a-Service to Hit $1.82 Trillion by 2035
Fintech as a Service Market Forecasted to Reach USD 1.82 Trillion by 2035 Driven by Rising Demand for Embedded Finance, Digital Banking, and Scalable Cloud-Based Solutions https://t.co/i6QoyzAi7r https://t.co/HwNAWxpkN8
By Efi Pylarinou
Social•Feb 25, 2026
Prioritize P95/P99 Metrics to Empower Power Users
If only more products would measure p95 / p99 metrics and act on them, instead of looking at medians (p50) or averages (that mask outliers) p99 is almost always your power users. Fixing stuff for them has outsized impact Great example on...
By Gergely Orosz
Social•Feb 25, 2026
Stop Automating Tasks that No Longer Matter
A big failure pattern in the Web 2.0 era was making it extremely easy to do things that sadly no one wanted to do. A big failure pattern in the AI era is automating entire processes+workflows that actually no longer...
By Des Traynor
Social•Feb 25, 2026
Turn Agency Data Into AI Powerhouse: $1M to $18M
I interviewed a founder who turned his agency into an AI SaaS. $1M to $18M ARR in 9 months. The secret? 6 years of agency data trained the AI. @rich_fyxer_ai (Fyxer AI) told me how he pulled this off. Here...
By Omer Khan
Social•Feb 25, 2026
Enterprise Software Often Steals Your Data Control
Enterprise tech is flawed: customers often unknowingly surrender control of their business operations to software vendors. Is your data truly yours? #Tech #SaaS #DataControl https://t.co/LvK7OVKrUa
By Eric Kimberling
Social•Feb 25, 2026
Data Moats Drive Billion-Dollar Valuations Over Commodities
So Profound was valued at $1B… while Similarweb is valued at just ~$158M ($229.58M market cap minus $72M in cash). Make it make sense. One is essentially a commodity product, competing with a horde of startups offering very similar tools: AirOps, Peec...
By Tim Soulo
Social•Feb 25, 2026
Paper Now Lets AI Agents Edit HTML Directly
The evolution of @paper is incredible to watch. The team has a very grounded perspective of how software actually gets built these days, and are shipping all the important pieces of glue that most AI design tools miss.
By Des Traynor
Social•Feb 25, 2026
Instant Free Hosting for AI Agents, No Sign‑Up Required
🚨 If Vercel and Railway are for full-on apps, https://t.co/v46R668Id4 is for everything else. My friend @adamludwin just dropped web hosting for AI agents. Just tell your agent: "publish to https://t.co/v46R668Id4", get a URL back in seconds 🤯 Free. No sign-up required. https://t.co/BJm3jOTehK
By Data Chaz
Social•Feb 25, 2026
My SaaS Was Born Solving My Own Problems
People often ask me where my business ideas come from. From problems. Mostly my own 😅 Here's the genesis of my main SaaS:
By Pauline Clavelloux
Social•Feb 25, 2026
Small Teams Can Automate Growth at Scale
I think a lot of people are still underestimating how much leverage a small team can have right now. We have been running on organic inbound growth for +1 year. Getting new customers 100% from SEO/AIO/referrals. I'm one engineer focusing on growth. Instead of...
By Jonathan Rintala
Social•Feb 25, 2026
Keep Options Open: Don’t Lock All Into SAP RISE
Prioritizing future optionality means avoiding bundling everything into one SAP RISE contract. Consider Azure or AWS for hyperscaler infrastructure. #SAP #CloudStrategy https://t.co/1mg1hFtbDb
By Eric Kimberling
Social•Feb 24, 2026
ZoomInfo Data Now Powers AI Assistants for Instant Enrichment
Today, @ZoomInfo's partnership with @claudeai has reached a new level. 45 seconds is all it took me to fully enrich a list of companies... without leaving Claude. I dropped in a CSV with company names and websites. Asked it to pull headcount,...
By Henry Schuck
Social•Feb 24, 2026
Cursor's Grind Mode Enables 7‑Hour Continuous Agent Run
I've been playing with Cursor's cloud agents for a few days. "Grind mode" is kind of insane. It allows models to run for a very long time. My team had an agent run for 7 hours successfully.
By Matthew Berman
Social•Feb 24, 2026
AI Levels Playing Field for SMB Automation
.@Workday falling 10% after giving below estimates 2027 guidance is no sigh of relief for SaaS sector. Once again folks, no amount of vibe coding can produce complex systems like HCM, CRM, or SCM. Besides migration costs in such scenarios...
By Sarbjeet Johal
Social•Feb 24, 2026
Salesforce, Slack, and Claude Unite Humans and AI
Excited to work closely with Dario, Daniella, and their entire Anthropic team to bring this incredible vision to life — Salesforce & Slack working hand in hand with Claude and a suite of apps to drive performance across humans and...
By Marc Benioff
Social•Feb 24, 2026
AI Security Breakthrough Slashes $15B SaaS Valuations
A security feature launch tweet by Claude wiped out $15B in cybersecurity stocks. AI is eating SaaS. Here’s what this means for the future of SaaS:
By Ryan Allis
Social•Feb 24, 2026
Free Live Workshops Teach Future‑Proof AI‑Native PM Skills
I've teamed up with the team at @MavenHQ to put together a series of LIVE workshops centered around the theme of "The AI-Native PM," featuring a stacked lineup of product leaders: @cohentomer @wes_kao @HamelHusain @petergyang @marilynika @talraviv @amankhan @HilaQu @ViableBen...
By Lenny Rachitsky
Social•Feb 24, 2026
AI Integration Threatens SaaS Moats, Wipes Out Security Stocks
A security feature launch tweet by Claude wiped out $15B in cybersecurity stocks. AI is eating SaaS. Here’s what this means for the future of SaaS: Cybersecurity names like CrowdStrike, Palo Alto Networks, and Zscaler fell after Anthropic showed Claude can...
By Ryan Allis
Social•Feb 24, 2026
From Days to Minutes: AI Accelerates Product Delivery
“60 seconds to value? That’s impossible for my product.” I hear this every time I talk about WARP. Here’s what I tell them: Cursor writes complex code in seconds. Midjourney creates complex art in seconds. Lovable builds entire applications in seconds. These aren’t simple products. The...
By Wes Bush
Social•Feb 24, 2026
Agents Will Become Native Interfaces Across All Collaboration Tools
𝚗𝚙𝚖 𝚒 𝚌𝚑𝚊𝚝 Every company will have an agentic interface. But it won't just be on your turf, your .𝚌𝚘𝚖. It'll also be on @slack, @discord, @microsoftteams, @googleworkspace, and more. I was at a hackathon in SF the other day and I...
By Guillermo Rauch
Social•Feb 24, 2026
Wix Bookings Now Bookable Directly From Google Search
New Wix partnership with Google -> Google Search, Maps, and AI mode can book services through Wix websites "Wix’s new partnership with Google will allow businesses using Wix Bookings to have their services, pricing, and real-time availability shown in Google Search,...
By Glenn Gabe
Social•Feb 24, 2026
Klaviyo Founders Pledge $6M to Keep Boston Entrepreneurs Local
Klaviyo cofounders Ed Hallen and Andrew Bialecki are donating $6 mil to MIT aimed at keeping more entrepreneurs in the Boston area instead of decamping to California. This is one of several great initiatives designed to make Boston a fertile...
By Brian Halligan
Social•Feb 24, 2026
Proof, Not Promises, Drives Trust in Security
So @markowitzadam was selling a product built on proving things with evidence. But when a university asked him to prove his security posture, he couldn’t. That contradiction became the seed for @DrataHQ ($100M+ ARR). Trust isn’t what you say. It’s what you prove....
By Omer Khan
Social•Feb 24, 2026
Big Firms Forget Customers Amid Platform Shifts
I am LONG @HubSpot. But interactions like this make you realize why big companies struggle during big platform shifts. They forget how to really take care of the customer. All we really want is to discuss how to stay a...
By TK Kader
Social•Feb 24, 2026
Personalized Landing Pages Drive Conversions, Flint Automates Them
Your targeting is personalized. Your copy is personalized. But your landing page is not. That’s why you’re not closing the deals you want. If this is you, you need @tryflint. It’s a platform built for marketers to create tailored pages for...
By Chase Dimond
Social•Feb 24, 2026
CRM Alone Is Outdated; Let Sellers Focus on Selling
For years, I've been the guy in the room saying CRM alone is a horrible way to run a revenue org — and people looked at me like I had two heads. Pretending that CRM is to "better understand our...
By Brian LaManna
Social•Feb 24, 2026
Zoho Analyst Day Highlights Seamless End‑to‑End Integration
MyPOV - Here is one of my key takeaways from @Zoho's Analyst Day last week - it is all about integration left right / top down. #Zohoday26 https://t.co/bRo9RDT8jH
By Holger Müller
Social•Feb 24, 2026
Get 100 Customers in 90 Days with RB2B
If I had zero customers and just signed up for RB2B, this is exactly how I'd get to 100 in 90 days: https://t.co/2a10Hfmnj0
By Adam Robinson
Social•Feb 24, 2026
Precise Positioning Drives Pipeline, Vague Messaging Costs Sales
Here's a quick exercise: Open your homepage. Now answer: 1. In one sentence, who is this for? Not “teams.” Who exactly? 2. What specific problem does it solve? Is it the same one Sales hears daily? 3. What makes you meaningfully different from your top...
By devbasu
Social•Feb 24, 2026
PMMs Still Skipping Essential Customer Research in 2026
I asked 9 PMMs at a recent Product Marketing Alliance event how they use customer research at their companies. Their honest answers were painful. "we don't have a dedicated person" "I'm the one doing it but I'm drowning in launches" "sales keeps pulling...
By Anna Furmanov
Social•Feb 24, 2026
Customers Misinterpret Friction as Personal Inadequacy
"Customers lie." I remember hearing that from Bob Moesta for the first time in one of his talks about JTBD. And it never left me because I've seen it first-hand — especially when improving activation for our PLG SaaS clients. They don't...
By Asia Orangio
Social•Feb 24, 2026
Ask Strangers, Not Survivors, to Test Onboarding
Your customers are survivors. They made it through the friction. That's why you shouldn't ask them to evaluate your onboarding. Talk to strangers instead. New ep on activation research: https://t.co/50jmNuc3qK…de-to-activation/
By Asia Orangio
Social•Feb 24, 2026
Scrape 10k Pages without Writing Any Proxy Code
🚨 I just scraped 10,000 pages without writing a single line of proxy code. It's called Oxylabs Web Scraper API and it handles IP blocks, CAPTCHAs, and JS rendering automatically. No custom scrapers. No maintenance hell. Here's how it works: ↓
By Hasan Toor
Social•Feb 24, 2026
Businesses Prefer SaaS Over Costly In‑House Tool Development
I keep seeing this take and I just don’t think any serious business will waste time and resources on vibe coding internal tools to replace SaaS subscriptions. Some might give it a go and it makes a good headline for...
By Jon Yongfook
Social•Feb 24, 2026
SAP's 2027 Deadline Forces Massive S/4HANA Migration Push
SAP's artificial 2027 deadline for moving off ECC and onto S/4HANA public cloud is creating a major challenge. They're pushing hard to migrate as many customers as possible. #SAP #CloudMigration #Tech https://t.co/5lkXAGmH30
By Eric Kimberling
Social•Feb 24, 2026
Cheaper Engineer Hiring Accelerates Software Ecosystem Growth
It's probably accelerating from here. More code, more software engineers. More apps, more SaaS usage and revenue. More cloud consumption. And a whole lot of tokens through it all. If the cost of hiring software engineers was previously a bottleneck on...
By François Chollet
Social•Feb 24, 2026
SAP RISE: Convenience Gains, Control Losses
Choosing SAP RISE means more than just managed services; it's a trade-off. You gain convenience but sacrifice control over infrastructure, escalation, and future decisions for your SAP deployment. #SAP #Cloud #Business https://t.co/xfcMQ1Aj9q
By Eric Kimberling
Social•Feb 23, 2026
SaaS Evolves Into Skills-as-a-Service, Delivering Outcomes Fast
SaaS will evolve to mean Skills as a Service. Selling the outcomes and results of a product. Cheaper and faster. It'll look archaic that we used to give people software that took days to setup and hopefully get results.
By Noah Kagan
Social•Feb 23, 2026
Founder-Product Fit: Solve Your Own Problem
I was building products nobody wanted, burning money on APIs, and watching SaaS after SaaS stall out. So yeah, not my finest chapter. And when you're stuck in that loop, you start asking different questions. The one that changed everything: "Am I solving MY...
By Luca Restagno