Social•Nov 17, 2025
AI Hype Hits Goldilocks Sweet Spot for Support, Not Sales
Reading through the new 2025 SaaS Survey report from KeyBanc Capital Markets and Sapphire Ventures, I found this chart of #AI hype for different categories interesting. The "properly hyped" figures are the Goldilocks of Hype. Note the significant difference between Customer Support Agents and Sales Agents. #martech
By Scott Brinker
Social•Nov 17, 2025
Only 5% Ready Now, 95% Will Buy Later
Only 5% of your Ideal Customers are ready to buy now. BUT... 95% will buy from you (or your competitor) at a later date. This is both a challenge and an opportunity for us. A challenge that not all your leads are going to...
By TK Kader
Social•Nov 17, 2025
Ownable Ideas: The Sticky, Actionable Brand Core
My friend Sarah Hart ✤ casually dropped “Be the Glitch” in a LinkedIn post. She had no idea what she’d just said... I DM’d her immediately: “THAT’S IT. That’s your ownable idea. Repeat that, again and again.” An ownable idea isn’t just...
By Katelyn Bourgoin
Social•Nov 17, 2025
Early Customers Are Gold—Nurture Them Relentlessly
Your startup's early customers shape everything. Treat them like gold and take care of them.
By Andrew Gazdecki
Social•Nov 17, 2025
Clone, Simplify, Undercut: Win By
Don't worry about copycats. Become the copycat. Cloning bloatware SaaS isn't lazy... It's smart. Strip features. Tighten UX. Drop the price. You're not inventing a new category. You're removing the waste from an old one. Positioning becomes effortless: - Put your product next to the heavyweight. - They already educated...
By Simon Høiberg
Social•Nov 17, 2025
AI Is the Rocket, PLG Is the Fuel
There's ZERO chance companies like Cursor, Lovable or any AI-native SaaS can scale at this lightning pace without PLG. You can't scale with AI alone. You need a strong product-led motion to power it. Without a self-serve product experience and rapid time-to-value,...
By Wes Bush
Social•Nov 17, 2025
Integrate Five Systems to Scale SaaS Sales & Success
How to Turn Leads Into Customers: Building a Scalable SaaS Sales & Success System Generating leads is exciting. Converting them into paying customers — and keeping them happy — is where real SaaS growth happens. After building your outbound engine, content system...
By Ryan Allis
Social•Nov 17, 2025
Ship Fast, Focus on Winners, Iterate Daily
5 learnings from building a SaaS (after +5 years).. 1. Ship fast - and keep shipping Momentum beats perfect planning. Small releases compound. So does word of mouth. One update a day, keeps churn away. 2. Double down on what works - cut...
By Jonathan Rintala
Social•Nov 17, 2025
Microsoft Pivots to Agent‑centric Infrastructure Business
"Our business, which today is an end-user tools business, will become essentially an infrastructure business in support of agents doing work." — Satya Nadella Microsoft talking about their view where the value accrues : agent infrastructure https://t.co/1TaxJpOeCB
By Tomasz Tunguz
Social•Nov 17, 2025
Execs Must Practice Their Own Roles to Succeed.
Every time I see a CRO that doesn't sell themselves, they fail. Every time I see a CTO that doesn't code themselves, they fail. Every time I see a CMO that doesn't market themselves, they fail. Every time I see a...
By Jason Lemkin
Social•Nov 16, 2025
Profitable B2B Marketing SaaS with Strong Moat
This is an incredible business. Live on @acquiredotcom: Top-ranked B2B marketing education SaaS serving global teams and pros. > $3.25M ARR > $1.65M TTM profit > globally recognized SaaS + education + brand trust = serious moat Full listing: https://t.co/qKWsmO2tpo https://t.co/97g300eS6r
By Andrew Gazdecki
Social•Nov 16, 2025
More Demos and Sales Calls Drive B2B Success
Here’s the one thing you need to know about B2B Marketing. The more demos and sales calls you get on. The more successful you’re going to be. Not just because you get more revenues (that's obvious). https://t.co/USYfFhPs1X
By TK Kader
Social•Nov 16, 2025
More Demos Drive Learning, Iteration, and Sales
The more demos and sales calls you get on. The more successful you're going to be. Not just because you get more revenues (that's obvious). But because the more demos you do, the more time you are spending with your ideal customer. And...
By TK Kader
Social•Nov 16, 2025
Markup AI Secures $27M for Full Reinvention
Markup AI just raised $27M to fuel a full reinvention—fresh PE equity, debt refi, and angel participation. Matt Blumberg breaks it down on Episode 218 of The SaaS CFO Podcast 👉 https://t.co/o4rtC8sd0B #SaaS https://t.co/bd1bOMuzJm
By Ben Murray
Social•Nov 15, 2025
VCs Vanish When Growth Is Steady, Not Hyper
I have a seed investment I made years back now at $130m ARR now growing 40% and cash flow positive. And all the VCs have checked out. They haven't been mean about it. Everyone is nice. It's...
By Jason Lemkin
Social•Nov 15, 2025
Depth, Not Just a GPT Wrapper, Drives Real Value
Grant Lee on Gamma (valued at over $2.1B) being "just a GPT wrapper": "When you think about literally only being a wraparound one model, yeah, maybe there's only a limited amount of utility or value add. But when you start going...
By Lenny Rachitsky
Social•Nov 15, 2025
Content Guardian Agents Ensure AI Content Stays On‑Brand, Accurate
AI is powerful—but imperfect. Matt Blumberg (CEO @ Markup AI) explains how content guardian agents keep AI-generated content on-brand, compliant, and accurate. Episode 218 of The SaaS CFO Podcast 👉 https://t.co/o4rtC8sd0B #SaaS https://t.co/RklJVLlNeL
By Ben Murray
Social•Nov 15, 2025
Minority Recap Keeps Control, Majority Sells Liquidity
The fundamental difference between a minority and majority recap: Control. If you sell a majority of your business, you'll receive a high level of liquidity, but all the key decisions will now be out of your control. With a minority recap, you'll retain...
By Michael Lyon
Social•Nov 14, 2025
AI Grows, Yet Search Share Holds; Gemini, ChatGPT Lead
If you somehow missed our joint report with Datos, A Semrush Company from 2 weeks ago: - AI tools continue to grow - But they're not taking market share from traditional search - Zero-click searches continue to rise (based on...
By Rand Fishkin
Social•Nov 14, 2025
Top 10 SaaS Cloud Multiples This Week
This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close
By Jamin Ball
Social•Nov 14, 2025
Rapid Iterations Boost CompanyResearch.ai with GPT‑5.1
It's almost 3am, but I'm on a roll. UPDATE: It *was* 3am last night when I started writing this, but I (wisely) decided *not* to post this last night. Day 3 of the CompanyResearch .ai launch. Just released an update: 1) Now uses...
By Dharmesh Shah
Social•Nov 14, 2025
AI Growth Outpaces Bubble Narrative, Numbers Confirm
Everyone's talking about the 'AI bubble' but the numbers say otherwise. This chart makes it obvious. Here's what everyone's missing For months we've seen the headlines: "Tech valuations are inflated." "AI will crash like the dot-com era." But the numbers tell a different...
By Ryan Allis
Social•Nov 14, 2025
Junta Explores AI Transforming Financial Services
This is a great interview with Junta by Josue on AI usage in Financial Services! https://lnkd.in/gd7psQE2
By Ali Ghodsi
Social•Nov 14, 2025
Bootstrapped Success Beats VC: $1M Monthly Profit
Over the past 12 months, I spoke to more than 50 top-tier VC firms about investing in my $25M ARR SaaS company. After a full year of pitches, term sheets, and big promises... I walked away from every single one and decided...
By Adam Robinson
Social•Nov 14, 2025
Magic First 30 Seconds Drives True Product Virality
Gamma won Product Hunt's product of the Day, Week, and Month. Signups spiked. But then they flatlined. Despite this very hard-to-achieve trifecta, they realized they didn't actually have product-market fit. So they made a bet-the-company move: go all-in on making the first...
By Lenny Rachitsky
Social•Nov 14, 2025
Spreadsheets Still Lead FP&A Software Survey
Any surprise here? No, not really. I listed some of the top contenders below. Survey results so far for the FP&A software category. Again, spreadsheets reign supreme, but there are many great players in this space. Some of the contenders so far... Workday/Adaptive...
By Ben Murray
Social•Nov 14, 2025
AI Factories Valuations Spike with Growth Rate
This week on Clouded Judgement: AI Factories - Median software multiple: 4.8x - High Growth software median: 14.8x - Mid Growth software median: 6.5x - Low Growth software median: 3.7x - 10Y: 4.1% https://lnkd.in/g_Ua83mn
By Jamin Ball
Social•Nov 14, 2025
High‑growth Software Commands ~15× Multiples Vs
This week on Clouded Judgement: AI Factories - Median software multiple: 4.8x - High Growth software median: 14.8x - Mid Growth software median: 6.5x - Low Growth software median: 3.7x - 10Y: 4.1% Article in next post 👇 https://t.co/VtohqmpuhR
By Jamin Ball
Social•Nov 14, 2025
PE Should Look Beyond EBITDA to Sustain Growth
PE isn’t always about EBITDA—sometimes you need to break the paradigm to avoid starving the business. Great insights from Matt Blumberg (CEO, Markup AI) on Episode 218 of The SaaS CFO Podcast. Watch: https://t.co/o4rtC8sd0B #SaaS https://t.co/5JS8OOHdK2
By Ben Murray
Social•Nov 14, 2025
Strategic Narratives Fail Without Long‑Term Commitment
why do shiny new strategic narratives get launched and then forgotten so quickly? and how can we avoid this (yet again)? I'm warming up to Anthony Pierri he's actually pretty nice when you get to know him and has a pretty good take...
By Anna Furmanov
Social•Nov 14, 2025
Microsoft Clarity: Free, Faster Alternative to Hotjar
If you're a B2B SaaS debating which user recording tool to use, just go for Microsoft Clarity. It does everything Hotjar does, but better - and it's completely free. That sounds too good to be true, but after working with hundreds of...
By Wes Bush
Social•Nov 14, 2025
In AI Era, GTM Becomes the Real Product
From zero to $4 billion ARR (!!) - one CRO, one epic run. He figured out something about building in an AI-native world a decade before AI existed - and if you don't understand it yet, you're already behind. I just...
By Amos Joseph
Social•Nov 14, 2025
AI Maturity Hits Industry Scale, Reshapes Business and Geopolitics
"AI agents running $5B in ad spend & deepfakes triggering a UN emergency meeting? ️The Metrics Brothers just discussed this 313-page report from Air Street Capital - "The State of AI Report" on our most recent episode... ...this "State of...
By Ray Rike
Social•Nov 14, 2025
Masterclass: Storytelling & Conflict Drive AI Category Creation
I didn't want my team to publish this talk. It was too good. Should have only been for the memory of the people that went to Drive this year. But I'm also a marketer and understand the power of social media...
By Dave Gerhardt
Social•Nov 14, 2025
Full Money-Back Guarantee Boosts Checkout Conversions Instantly
If you're on the FounderStack checkout page and about to leave - this pops up. After adding this, we saw an immediate increase in sales. A full money-back guarantee is an S-tier move. Let visitors know that committing is a two-way door...
By Simon Høiberg
Social•Nov 14, 2025
Align Success, Support, and AI for Scalable Growth
SaasRise CEO & Founder Mastermind Recap — Week of Nov 9–13, 2025 This week on the SaasRise Masterminds, SaaS founders and leaders shared practical strategies for scaling efficiently, improving customer success and leveraging AI to streamline operations. The conversations focused on...
By Ryan Allis
Social•Nov 13, 2025
Most Reps Prefer Inbound; Hire Outbound Specialists
95% of sales rep that have only done inbound ... won't start doing outbound, even if they are missing quota. Not really. They'll pretend a bit, send a few emails, but that's about it. 95% of sales reps that will do...
By Jason Lemkin
Social•Nov 13, 2025
Seeking UX Feedback on AlertMouse Interface Design
UX friends (and anyone who's using @alertmouse)... Does this make sense to you? Any language or layout things you'd do differently?
By Rand Fishkin
Social•Nov 13, 2025
Distilling Tool-Calling Skills From Claude to Smaller Model
Ten months ago, DeepSeek collapsed AI training costs by 90% using distillation - transferring knowledge from larger models to smaller ones at a fraction of the cost. Distillation works like a tutor training a student : a large model teaches a...
By Tomasz Tunguz
Social•Nov 13, 2025
Loyal Customers Start with a Team‑backed Culture
If you aspire to cultivate a base of loyal customers, the first step is to establish a culture that your team truly supports and believes in. https://t.co/Js4jyb8Ker
By Tiffani Bova
Social•Nov 13, 2025
Don't Claim PMF Until 12 Months of Retention
Stop shouting "we have product-market fit!" when you've got 5 customers and 6 months in business. It's way more accurate (and honest) to say: "I have early intuition that we might have PMF, but I won't know for sure until I...
By Asia Orangio
Social•Nov 13, 2025
GPT-5.1 Doubles Speed, Boosts Extraction Accuracy
We've been testing Box AI with GPT-5.1 for the past week to compare it to GPT-5 for enterprise content use-cases. It's a very strong upgrade from GPT-5. It's super fast, performing ~2X (or more) faster on our tests on long documents...
By Aaron Levie
Social•Nov 13, 2025
ChatGPT Adds Basecamp Connector for Work Queries
Hey, look at what just showed up in ChatGPT this morning. A Basecamp connector! Now you can ask ChatGPT some Q’s about your work in Basecamp. Special thanks to the folks at @OpenAI and ChatGPT for making this happen. https://t.co/xPoSsMFSKS
By Jason Fried
Social•Nov 13, 2025
GPT‑5.1 API Launch with 24‑Hour Prompt Caching
GPT-5.1 is now available in the API. Pricing is the same as GPT-5. We are also releasing gpt-5.1-codex and gpt-5.1-codex-mini in the API, specialized for long-running coding tasks. Prompt caching now lasts up to 24 hours! Updated evals in our blog post.
By Sam Altman
Social•Nov 13, 2025
Cursor AI's $2.3B Raise at 29x Suggests Cooling AI
. @cursor_ai just raised $2.3 billion. ... at a 29x revenue multiple. Not as "bad" as the 40x SaaS multiples of 2021.... Maybe we're not in an AI bubble? https://t.co/laqcS0YrUZ
By Nathan Latka
Social•Nov 13, 2025
Cursor's 29x Valuation Suggests AI Bubble Cooling
Cursor just raised at a 29x multiple. Not as crazy as the SaaS 40x multiples of 2021... We might not be in an AI bubble....
By Nathan Latka