Social•Feb 14, 2026
2025 State of SaaS Marketing: Insider Data Unveiled
Tired of being left in the dark on how other SaaS companies are doing? Then welcome to the 2025 State of SaaS Marketing mega thread. Buckle up. I surveyed hundreds of SaaS founders & marketers last year, to collect the data that's usually only behind locked doors. Let’s dig in 🧵
By Corey Haines
Social•Feb 14, 2026
Limited Context Forces New Work Practices for AI Agents
Eventually, as a result of the context limitations of AI agents, we’ll start to change and improve our work practices to aid in their success. One of the most interesting issues with AI agents is because of their inherently limited...
By Aaron Levie
Social•Feb 13, 2026
Top 10 SaaS Cloud Multiples at Market Close
This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close
By Jamin Ball
Social•Feb 13, 2026
AI-Powered Stack Redefines Rapid SaaS Development
The new way to build SaaS products with AI coding and tools like Claude, Curson, Lovable, Codex, Bolt, Vercel, Supabase, and Google AI Studio: https://youtu.be/baKNNPmjHRw?si=x6GPDfKmPB7sIx20
By Ryan Allis
Social•Feb 13, 2026
Ramp and Rippling Are Less Overlapping Than Assumed
Ramp and Rippling don't have as much overlap as people think. So says @rabois 👀 @eglyman @parkerconrad https://t.co/6Xh1bcpnjw
By Eric Newcomer
Social•Feb 13, 2026
Rapid Growth Crushed Margins and Infrastructure
$2M to $9M ARR in one year. Sounds amazing but... Support went from 200 to 20K tickets/month Servers crashed for a full day Gross margin went from 90% to 20% They threw money at AWS because there was no other option. https://t.co/eT4oChv5G3
By Omer Khan
Social•Feb 13, 2026
SaaS Still Thriving: Mispriced Narrative, Not Collapse
“Software is dead.” That’s the narrative. Revenue isn’t collapsing. Balance sheets aren’t broken. The Fed isn’t tightening. AI disruption… or mispricing? The setup in large-cap SaaS may be asymmetric. Read: https://t.co/dhUDCqMzbs
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Feb 13, 2026
Spot the #1 Sign Management Lacks Business Command
What’s the #1 tell that a management team doesn’t actually have command of their business? I spoke with Paul Stansik , an operating partner at ParkerGale Capital , about the relationship between boards and their portfolio companies. Paul works on scaling profitable,...
By CJ Gustafson
Social•Feb 13, 2026
Bootstrapped Growth Beats VC Hype for True Freedom
I want to be crystal clear: the advice I give on LinkedIn is NOT for founders who think they're creating unicorns, decacorns, or the next Anthropic. If you believe you're building a unicorn or decacorn and you're sitting here reading my...
By Adam Robinson
Social•Feb 13, 2026
Boardrooms Now Fear AI Rivals, Not Just Tech Giants
Every board room. 2015: What are we going to do if Microsoft or Google come into our space? 2025: What are we going to do if OpenAI or Anthropic come into our space?
By Brian Halligan
Social•Feb 13, 2026
Customers Threaten SaaS Renewals with DIY Replacements
Nice product you got there. Sure would be a shame if someone vibe coded a replacement." That's SaaS renewals now. Your customers don't want to build it themselves. They just want you to know they could. "Give me a discount and this whole...
By Lincoln Murphy
Social•Feb 13, 2026
Box Now Integrates with Langchain DeepAgents
File systems are an agent’s natural work environment. The ability to process and create unstructured data allow agents to bring automation to most areas of knowledge work. Now you can easily integrate Box as a cloud filesystem into deepagents from...
By Aaron Levie
Social•Feb 13, 2026
Mid‑Size SaaS Growth Re‑Accelerates, Rule‑40 Slips, NDR Returns
The latest Private Company SaaS Benchmarks are here. How did 2025 finish? TL;DR: 1) Growth is (somewhat) re-accelerating between $5M–$50M ARR 2) Rule of 40 is sad between $5M–$25M ARR 3) NDR is making a quiet comeback For the full 33 page deck: https://lnkd.in/e7yBAXku
By CJ Gustafson
Social•Feb 13, 2026
Codex Cuts Code Review Time to Minutes
Head of OpenAI 's API: "Codex is really good at reviewing code. Codex reviews all of our PRs. It makes code reviews go from a 10-15 minute task to sometimes a 2-3 minute task, because you have a bunch of...
By Lenny Rachitsky
Social•Feb 13, 2026
AI‑First SaaS Lacks Playbook, Creating New Opportunities
No playbook yet for building an AI-first SaaS company — and that’s the opportunity. Episode 232 of The SaaS CFO Podcast with Ben Winter 👇 https://t.co/0CcjGEIVb9 #SaaS #AI https://t.co/62OFBrvp7A
By Ben Murray
Social•Feb 13, 2026
Warp-Speed Growth Demands Zero Friction to Value and Scale
Going from 0-100M in 5 years used to be called hypergrowth. In the AI era, that’s SLOW. The new standard is going from 0-100M in 12 months or less. I call this WARP speed. Companies that have scaled at WARP speed: 1) Lovable 2) Genspark (0...
By Wes Bush
Social•Feb 13, 2026
B2B Teams Need Consistent, Behavior‑Based Research Systems
most b2b teams *talk* to customers but only ~10–30% run a repeatable research system. The rest are running on sales/support anecdotes. 🫠 Because there's a lot of activity that *feels* like buyer research, but isn't: Sales call notes filtered through a rep...
By Anna Furmanov
Social•Feb 13, 2026
Clear Criteria for Deciding Build vs Buy Solutions
From Clouded Judgement: Build vs Buy https://lnkd.in/dGX7YfrS
By Jamin Ball
Social•Feb 13, 2026
Align Your Messaging Cascade to Unlock Pipeline Growth
SaaS CMO: “How do we get more pipeline?” Me: “First, fix your messaging cascade.” Here’s where most teams go wrong: 1. Scattered messaging. Every channel says something different. 2. No clear core message. ICP’s pain point and your unique solution aren’t front and center. 3....
By devbasu
Social•Feb 13, 2026
Validate Early, Build Moat Before Hype-Driven Launch
From now on, hype-centric splashy launches will likely be strongly uncorrelated with success. If by the time you launch you don’t have escape velocity, you will likely get Sybil attacked¹. Agents will spin up 10 competing products with your same interface. Start...
By Guillermo Rauch
Social•Feb 13, 2026
Ad Spend Won’t Drive Pipeline Without Revenue‑Focused Strategy
More ad spend ≠ more pipeline. Teams skip 3 basics: • Bottom-up strategy • Quality over cheap CPL • Revenue reporting, not click reporting Miss this and you get: Traffic up. Demos flat. Sales frustrated. Budget cut. What are you optimizing for? https://t.co/U8B9p57BkD
By devbasu
Social•Feb 13, 2026
Narrow Positioning and Separate Budgets Beat Industry Giants
My top 5 takeaways from my chat with Gille Berteaux, Livestorm's CEO (nearly $20M ARR, 3,500 customers): 1. Expanding too broadly can kill product-market fit: After COVID, they added meetings and sales demos. Suddenly they looked like a smaller version of...
By Omer Khan
Social•Feb 13, 2026
Direct Bug Reporting to Replit Agent Now Enabled
We’re closing the loop. Your users can now send bugs and feedback directly to Replit Agent.
By Amjad Masad
Social•Feb 12, 2026
Student-Built Livestorm Scales to $20M ARR
Gilles Bertaux built Livestorm for a university final exam in 2016. Nearly $20M ARR. 3,500 customers. $35M raised. Last round was 2020. https://t.co/DXieBIwtcs
By Omer Khan
Social•Feb 12, 2026
Run Full OpenClaw Suite in Browser—No Mac Mini Needed
Your hosted OpenClaw, no Mac Mini required 🔥 https://t.co/N8AEGAQquE is a fully dedicated computer in your browser with EVERYTHING pre-installed → Search (Brave) → Scraping (Firecrawl) → Audio (ElevenLabs) → Media (Fal) You don't need accounts. It just works automatically
By Data Chaz
Social•Feb 12, 2026
Originality Beats Safe Copycat Messaging Every Time
Lots of say nothing slop passes as “good messaging” because it parrots to what others are saying Safe doesn’t equal good You’ll never breakthrough by being a copy of the better known original
By Katelyn Bourgoin
Social•Feb 12, 2026
Narrowing Focus Revives Growth After Overexpansion
Are you justifying 'how our product's different' on every sales call? There’s a reason and a counter-intuitive solution: Gilles Bertaux's company experienced this firsthand. They grew from $2M ARR to $9M ARR in one year during COVID. But then they almost lost...
By Omer Khan
Social•Feb 12, 2026
Start AI Support Early to Scale Customer Experience
A lot of people think Fin is only necessary when you're "at scale" and until that point you should do your own support. I understand the thinking, but it misses out of what your customer's experience is. The reality is Fin...
By Des Traynor
Social•Feb 12, 2026
Bad Tools Drive Talent Loss and Competitor Advantage
Give engineers subpar tools, what could possibly go wrong? a) competitors out-ship AWS (eg Vercel, where Claude Code is used by so many and they are on 🔥) b) frustrated engineers interview elsewhere and take offers at places where Claude Code or...
By Gergely Orosz
Social•Feb 12, 2026
Run OpenClaw Securely in the Cloud, No Setup
You don't need a Mac Mini to run @OpenClaw. Use https://t.co/jeP0nebHIv instead. With it you can safely run OpenClaw in the cloud. It's always on, so you can finally close your laptop without killing your agent. You can join the OpenClaw revolution...
By Robert Scoble
Social•Feb 11, 2026
OpenClaw + GPT5.3 + Opus 4.6 Supercharges Productivity
I'm one of the most advanced users of OpenClaw. OpenClaw + GPT5.3 Codex + Opus 4.6 has been the trifecta that changed everything. I made a video going over everything I'm doing with these tools. Learn these tools, stay ahead. Watch this...
By Matthew Berman
Social•Feb 11, 2026
Vercel Sandbox Adds Simple Network Isolation Support
Vercel Sandbox isolation levels: ✅ Compute & memory resource isolation ✅ Filesystem and durability isolation 🆕 Network isolation Wild how easy this is: --𝚊𝚕𝚕𝚘𝚠𝚎𝚍-𝚍𝚘𝚖𝚊𝚒𝚗 (CLI) or 𝚗𝚎𝚝𝚠𝚘𝚛𝚔𝙿𝚘𝚕𝚒𝚌𝚢 in 𝚂𝚊𝚗𝚍𝚋𝚘𝚡.𝚌𝚛𝚎𝚊𝚝𝚎. Try it out: https://t.co/UoWXCW9Ien
By Guillermo Rauch
Social•Feb 11, 2026
AI Disruption Erases $300B From SaaS Valuations
"We'll just use Claude, bro." That sentence should terrify every SaaS company on the planet right now. And the stock market just proved it. Last week, $300 billion in value got wiped from software stocks in two days. Figma. Salesforce. ServiceNow. Adobe....
By Lincoln Murphy
Social•Feb 11, 2026
Valuation Blends SaaS Metrics with Deal Structuring
Valuation is understandably one of the most top-of-mind topics founders want to cover in our conversations. Something we often emphasize is that there are two sides of valuation: the objective side based on core SaaS metrics, and the subjective side influenced...
By Michael Lyon
Social•Feb 11, 2026
Monaco Launches AI-Powered Startup Sales Automation
We're launching Monaco today. Monaco automates customer acquisition and revenue growth for startups. The platform disrupting sales with AI has finally arrived. https://t.co/mH03HIOdx8
By Sam Blond
Social•Feb 11, 2026
Start with Familiar Use Case, Not Lofty Vision
Most founders position their products around their ultimate vision rather than what users can immediately understand. This is why so many brilliant products struggle to gain traction early on. Flo Crivello from Lindy shared a perfect case study with me: Notion....
By Omer Khan
Social•Feb 11, 2026
Instant AI-Powered Resume Personalization with Haiku – Free Testers Wanted
My fellow job seekers, listen up! I've been quietly working on a killer app to make resume personalization as easy as possible. It's called Haiku. Upload your resume and search for jobs. The chrome extension follows you around as you...
By Jason Fried
Social•Feb 11, 2026
SaaS Must Evolve Into AI‑Powered Revenue Workflow Platforms
Is the SaaSpocalypse just a market correction or a crisis of defensibility? The pillars and moats we’ve leaned on for a decade are eroding in real-time: Systems of Action are no longer defensible. When anyone can use LLM + AI Agents to...
By Ray Rike
Social•Feb 11, 2026
Fix Activation, Not Features, to End Plateaus
A plateau is not a failure. It means people are paying. Every month. They find enough value to stay. The problem isn't your product. It's your funnel. We found that only 25% of signups ever made their first post. That was the whole leak. Not...
By Luca Restagno
Social•Feb 11, 2026
AI Agents Boost Platform Growth by Simplifying Data and Code
When thinking through the future of software, it’s helpful to think through what will we produce more of vs. less of in the future due to agents. And what systems are tied to that production or consumption. Whether it’s a new...
By Aaron Levie
Social•Feb 11, 2026
Ship Only What Users Actually Need, Backed by Data
The best teams ship what they can prove users need. User research turns opinions into evidence and protects you from confident guesses. Get the receipts on your users with Seena Labs — seenalabs.io
By Dr. Axali (Seena Labs)
Social•Feb 11, 2026
Self‑Driving Infrastructure Gains New Runtime Log Tools
Full self-driving infrastructure getting closer every day. Today we shipped: 1️⃣ 𝚐𝚎𝚝_𝚛𝚞𝚗𝚝𝚒𝚖𝚎_𝚕𝚘𝚐𝚜 in our MCP server¹ 2️⃣ 𝚟𝚌 𝚕𝚘𝚐𝚜 CLI filters² e.g.: --𝚜𝚝𝚊𝚝𝚞𝚜-𝚌𝚘𝚍𝚎 𝟺𝟶𝟺 --𝚕𝚒𝚖𝚒𝚝 𝟷𝟶 Just ask Claude Code to fix your crashes. Or trigger an agent when an anomaly alert webhook...
By Guillermo Rauch
Social•Feb 10, 2026
Human Conversation Beats AI Emails for Real Resolution
Your AI wrote a perfect email. Their AI wrote a perfect response. Nobody said anything. You know exactly which thread I'm talking about. A customer was crashing out over email. Every message was longer, more detailed, more structured. And more useless. He...
By Lincoln Murphy
Social•Feb 10, 2026
Screen‑time App Earns $40K Profit by Stopping Scrolling
$40K profit for helping people stop scrolling. Live on @acquiredotcom: screen time app that automatically boots users out when their timer runs out. > $48K TTM revenue > $40K TTM profit > 500+ paying users Full listing: https://t.co/iTEIt81XrI https://t.co/vb6LdS8811
By Andrew Gazdecki
Social•Feb 10, 2026
PE Overvalued Saa
Entrepreneurs: private equity firms OVERVALUED SaaS companies during 2020-21. NOW, those “overvalued” companies are getting marked down 30-60% 🤯 If you’re an investor = BUY distressed assets LOW If you’re a startup founder = CASHFLOW CASHFLOW
By Sherrard Harrington
Social•Feb 10, 2026
Pre‑AI SaaS Loses Appeal as Costs Rise
When was the last time you were excited to buy a pre-AI SaaS tool? When was the last time you felt like you were overpaying on a renewal for a pre-AI SaaS tool, and thought about cancelling? Hence, the markets
By Jason Lemkin
Social•Feb 10, 2026
Keep Core Systems, Use AI to Reduce Friction
There is a strategic difference between creating advantage and assuming responsibility. Mission-critical systems of record are designed to manage compliance, auditability, and operational consistency across industries. Replacing them with AI-built alternatives transfers that responsibility to internal teams for the life of...
By Geoffrey Moore
Social•Feb 10, 2026
Winning Products Focus on the Critical Last 20%
We’re about to be flooded with: – average MVPs – look-alike products – tools with no point of view – software that works but doesn’t matter What actually wins now isn’t speed to “something.” Today, anyone can prompt their way to an MVP. You can get 80%...
By Wes Bush