SaaStr AI Day Live: The State of AI + Software with Jason Lemkin

Why It Matters

The shift means SaaS companies that adopt and operationalize AI effectively can outgrow peers despite higher costs, altering sales and marketing playbooks and investor expectations; leaders who don’t embed themselves in implementation risk falling behind.

Summary

At SaaStr AI Day, Jason Lemkin outlined how AI is rapidly reshaping B2B SaaS go-to-market teams, describing his own small team’s jump from zero to nearly 20 AI agents across support, SDR/BDR and Salesforce integrations in a matter of months. He urged founders and GTM leaders to participate directly in AI tool implementation rather than just buying products, arguing hands‑on integration is essential to learn what works. Lemkin highlighted data showing AI‑native companies often accept higher token costs because blistering growth and ARR expansion more than offset expense, leading to stronger valuation multiples versus traditional software. He warned the space will continue to evolve quickly over the next 12 months and recommended specialization for GTM teams to succeed.

Original Description

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