Head of Claude Code Boris Cherny : "A 100% of my code is written by Claude Code. I have not edited a single line by hand since November. In February last year, when we released it it, was writing maybe 20% of my code. In May, it was writing maybe 30%. I was still using Cursor for most of my code. It only crossed 100% last November. I think at this point it's safe to say that coding is largely solved. And so now we're starting to think about okay what's next."
Holy shit... a YC-backed team just compressed 1 week of research into 12 minutes. It's called Spine Swarm, and it runs a team of AI researchers on any question while you watch them work and steer in real time. No black box....
Once you use an FP&A solution, you never want to go back. Spreadsheets always have their place, but FP&A software dramatically increases FP&A productivity. Here are the highlights from my latest tech stack report. - 37 forecasting and budgeting solutions named (down 11...
Your vendors added AI features since their last security review. That means the risk profile you approved is already outdated. @markowitzadam (@DrataHQ , $100M+ ARR) on why AI is creating an entirely new compliance crisis most companies aren't ready for. https://t.co/WzM8x2xm2s
Customer concentration + founder dependency = hidden SaaS risk. In Ep. 233 of The SaaS CFO Podcast, Luca Cartechini breaks down what acquirers really look for beyond growth and EBITDA. 🎧 Watch here: https://t.co/CvZiAzWspt #SaaS #AI https://t.co/NnzH4dkR4I
Enterprise software companies compete on accumulated operational insight. That embedded knowledge compounds over time. AI can generate applications. Institutional learning still requires experience in the field. https://lnkd.in/gef6zQ7u #AI
We've audited 100+ B2B websites. Most of them make the same mistakes: - The page tries to speak to everyone - The CTA assumes everyone is ready to buy - The hero talks about features, not outcomes The logic behind high-converting sites is simple: Every element...

Customer service is where artificial intelligence has officially moved past the hype. @NICEComms recently reported their full-year 2025 financial results, and the numbers point to a clear structural shift in enterprise adoption. Their AI annual recurring revenue grew 66% year over...

Avenir Management dropped a sharp slide deck on the state of SaaS. Great perspective on the current sell-off, and what the industry could look like going forward. Sharing a few of the most interesting slides below 👇 https://t.co/miawmwOz9C

TrendZero is officially LIVE 🚀 We built it to answer one question: 👉 “What SaaS trends are gaining real momentum before they become obvious?” TrendZero scans early signals across the web and highlights accelerating topics so builders can move faster. Explore it here: https://trendzero.io
Our goal is to operate like the world's largest startup. One of our new colleagues told me today that what she loves the most about Vercel is how few meetings we have and how fast she can ship. And that at her...
Bootstrappers need to have prices like $30/mo-$80/mo, not like $10/mo. It’s not harder to get customers (see how many times someone raises prices and # cust/day doesn’t change), but you have no money for anything - no marketing, no engineering, no...

Zoho just delivered the best SaaS defense vs. AI |- @LDignan with his takeaways from @Zoho Analyst Day #1 @ConstellationR https://t.co/U74M6lfkGv #ZohoDay26 https://t.co/y1mE1x4fZi
Is your MRR a mystery? Many companies I help struggle with revenue accuracy. Are one-time services muddying your recurring revenue? Co-mingled revenue streams aren't just confusing; they're a "big SaaS sin" impacting valuation and strategic planning and metrics. Clean up your P&L...
The SaaS market, the App Store, even enterprise suites, as a set of discrete “apps” that we choose from is an increasingly outdated concept. Soon, it will be a profoundly irrelevant concept. AI will relentlessly dissolve apps into capabilities. Sure, 20-30% of them...
This is big. Agents can now monitor @vercel cloud infrastructure consumption, suggest optimizations, and run cost simulations in preview or production environments
These 3 changes to our cold email copy 5x’d demos booked last week. OLD VERSION: Subj: $18 per lead is a lot Body: You’re paying ~$18 per lead or more on Meta right now. And, some more if they don’t convert for the first...

Is $NOW really at risk of AI disruption? $NOW is down ~52% from ATH. The bear case is simple: ~97% of revenue is seat-based. If AI reduces headcount, seat growth slows. But the real question is whether AI replaces ServiceNow… or makes...
Claude Code launched just one year ago. Today it writes 4% of all GitHub commits, and DAU 2x'd last month alone. In my conversation with @bcherny, creator and head of Claude Code, we dig into: 🔸 Why he considers coding "largely solved" 🔸...
He refused to sell his product until his team used it themselves first. Then 100 customers signed in 6 weeks. 1,000 in year one. @markowitzadam built @DrataHQ to $100M+ ARR by proving trust with evidence - not promises. https://t.co/MZNP2TLl8H
Omarchy comes with strong lineup of default themes, but the community has been adding a million more on top of that. Love to see it.
This is a quick question with an equally quick answer—nothing.It’s just like what happened to the movie industry when the camcorder came out. Why? It’s not the camera, it’s where you point it. Traditional software companies do not maintain their competitive...
My top 7 takeaways from my chat with Adam Markowitz who built Drata from from zero to $100M ARR in 4 years (8,000+ customers): 1. Product-market fit shows in buyer urgency, not just signups. Adam's edtech startup took years to close the...
The Q1 2026 @ConstellationR ShortList™ updates are live. 43 enterprise tech categories refreshed — including new lists across Autonomous IT, AI App Dev Platforms, GenAI Content, CPaaS, and Revenue Intelligence. Explore the vendors shaping what’s next: https://t.co/XJnXbGwKL7 #AI #EnterpriseTech
Yesterday I was talking with another founder about ensuring their B2B SaaS product is data compliant. There’s so much complexity behind meeting required standards.
luca.restagno.dev startup founder Most founders fail because they chase ideas. The best SaaS products come from a much simpler place: You already know the problem. You already use the tools. You already see what's broken. Here's how to spot YOUR perfect opportunity 👇 --- luca.restagno.dev startup founder Author After I sold my...
People ask me about those 8 SaaS products. "Did they all succeed?" No. • 3 made $0 • 2 made $1000/month • 1 hit $3k MRR then died • 2 are still growing But here's what nobody tells you: The "failed" ones taught me more than any promotion...
One of the Goldilocks problems in B2B startups is defining who you are selling to. On one extreme is the entrepreneur that says "we sell to everyone." That could be every company, every role or both. The challenge is how do...
Agent identities is going to be a super fun and hard problem for software in the coming years. Most agentic systems today assume that the agent can do everything the user can do, and just operate as an extension of...
the software playbook used to be: lock users in, protect the workflow, build the moat. a day before blowout earnings, @zoink told us the opposite, don't be sacred about locking in users in the AI era. "Start anywhere, go everywhere."...
A test I ran flopped. The funnel was solid, the end outcome solid but the first part brought low quality leads. I swung the pendulum too far in my test and my hypothesis was wrong. Now reviewing the data and...
Congratulations to Santiago Suarez Ordoñez , Ashley Wilson , Moiz Virani , and the entire Momentum.io team. It’s been a privilege to support you on this journey. Momentum embodied several themes we consistently look for in native AI companies: --> Replacing the...

Narratives can crush multiples faster than fundamentals change. Markets are pricing “software is dead” as if AI will commoditize SaaS overnight. But enterprises still need governance, permissioning, audit trails, compliance, uptime, and data orchestration. AI may change workflows, but it doesn’t...

Zoho’s @rajuv just finished a great presentation describing @Zoho’s systems philosophy, summing up to following 3 key outcomes at #ZohoDay 2026 in Austin. - Operating System of Intelligence - Unified Business Context with live data - Sovereignty by design https://t.co/y6UWOmv1dv

Software is getting hit on fear of substitution more than evidence of structural deterioration in enterprise spending. When price action gets ahead of reality, the re-rating can be violent if the narrative cools.
Even after the SaaS dip, ServiceNow's market cap is north of $100mil "largely" for internal help desk. I've always been surprised how big the ITSM market is. Am I alone on that one?

When asking if AI will replace SaaS, here are some very key aspects to consider and questions to ask. I will have more to share, but there is a LOT of misunderstanding and assumptions being inserted into the public conversation that...
The amount of growth by @Zoho over the past year is incredible. Historically, Zoho has been very deliberate and measured with their expansion. The past year, they hit the gas...big time. #CIO #ERP #ZohoDay26
Founders: Sales discovery qualification checklist: 🚩 Can't quantify problem cost 🚩 Unclear who signs the contract 🚩 No budget history for similar tools 🚩 No compelling event driving action 🚩 Refuses to discuss investment level Two red flags means they're not a real prospect.
This is a meaningful milestone for our team and the organizations that trust our platform to transform how work gets done. Thank you to the G2 community and to our customers for the trust, feedback, and partnership.
Most AI productivity hacks you see on LinkedIn don't work. They work for one person, on their own laptop, with no one else involved. That's not your reality. Your reality is shared Google Docs with 14 contributors. Confluence pages that...
People don't become known for their expertise They become known for how they *think differently* about their area of expertise Recognition follows a distinct, ownable idea (not volume, not credentials, not even quality of work) If your thinking sounds like everyone else's in...

Futurum’s latest Enterprise Software Decision Maker Survey reveals Enterprise AI ROI Shifts as Agentic Priorities Surge ▪The Agentic Shift: Autonomous Agents/Agentic AI claimed the #1 technology priority for 17.1% of decision-makers, up from 13.0% in 2H 2025—a 31.5% year-over-year increase and...
Supercut is a really good product. That might be the problem. The video messaging market is brutal. Loom is good. Vidyard is good. A dozen others are good. When a market commoditizes, “good” disappears. You don’t win by being slightly better. Supercut’s real differentiator is strong: • It...
Founders: Discovery call warning signs: 🚩 Vague answers about current challenges 🚩 'Need to talk to my boss' responses 🚩 No current spend on similar solutions 🚩 'No rush' timeline signals 🚩 Deflects all pricing questions Seeing 2+ flags? Move on to better opportunities.
Some of my favorite customer testimonials aren't about our products, they're about our customer service. This morning: "I must say, the technology world is woefully unprepared to provide adequate customer service. I'm truly blown away that you took the time to walk...

At #ZohoDay26, @Zoho CEO Mani Vembu makes the case to collapse AppStack layers into an AppOS. The goal is the same - #EntepriseAcceleration through higher developer velocity. https://t.co/e7JTmo1bS8
You don't get paid unless you invoice. Accurate, timely invoices. These are the top invoicing vendors used in software companies. Plus, honorable mentions just off the chart. Survey Highlights: - 57 invoicing solutions named - Top 5 solutions own 55% of the market share...
I’ve been testing a new AI agent that actually remembers who I am. Meet @getsurething. It hits 59.3% on the `REAL-Agent Benchmark`, crushing both OpenClaw and ChatGPT. And unlike them, it has Persistent Memory, SOC 2 security, and connects to 1000+ apps 🔥 Let's...
Many B2B businesses come to me complaining: “We have a great product, but buyers don’t get it.” When I dig in, I often find the same positioning mistakes, and they’re more expensive than you think. Here are 5 common ones: 1. Homepages that say...