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Daily
Every morning
Weekly
Tuesday recap
Jason Lemkin introduces SaaStr.ai’s new AI‑powered benchmarking tool that generates a data‑driven C60 financial plan for 2026 in roughly a minute. The C60 model, based on the Last‑4‑Months (L4M) growth rates, provides realistic revenue, burn‑rate, and runway projections, replacing the labor‑intensive spreadsheet process many founders avoid. Lemkin highlights that only about 5% of SaaS founders maintain a living financial model, while the AI tool aims to lift that percentage dramatically. By delivering instant forecasts, the tool enables founders to build hiring, stretch (C10), and worst‑case (C90) scenarios quickly and make informed capital‑raising decisions.
The episode recounts the launch of Trust Insights' first Generative AI for B2B Marketers workshop in London, which sold out to 25 participants eager to learn practical AI applications. Host Christopher Penn explains why the timing and location were crucial,...
Gartner forecasts enterprise software spending to jump 15.2% in 2026, but roughly 9% of that growth will simply offset price hikes on existing products. The remaining expansion is concentrated in AI‑driven applications and infrastructure, with AI software spending expected to...
In this brief Black Friday announcement, Louis‑François Bouchard promotes a 40% discount on all AI engineering courses, highlighting the Full‑Stack AI Engineering program dropping from $349 to $209 as the flagship offer. He outlines how the course equips learners with...
Jason Lemkin argues that companies should deploy AI‑powered customer support now rather than wait for perfection. Well‑trained AI can resolve 60‑70% of tier‑1 queries instantly, delivering 24/7 coverage and cutting response times from hours to seconds. A hybrid model that...
The U.S. Department of Energy announced the Genesis Mission, a national platform that stitches together the nation’s leading supercomputers, artificial‑intelligence models, quantum tools, and scientific instruments to accelerate discovery and aim for a 100% boost in research productivity by 2035....
The episode explores how the first 30 seconds of a product experience can determine its success, illustrated by the host’s journey from a frustrating start with Beautiful.ai to the instant wow factor of Gamma. It highlights Gamma co‑founder Grant Lee’s...
The episode explains the pervasive "right problem, wrong solution" manipulation tactic, showing how it hijacks thinking in sales, politics, and media by reframing issues to push predetermined solutions. Christopher Penn breaks down the psychological mechanics behind the tactic, offers concrete...
Jason Lemkin explains that while his company runs 20+ AI agents across its GTM stack, the core AI capabilities are largely interchangeable—prompts can be copy‑pasted between platforms with minimal tweaks and achieve comparable results. He argues that true moats lie...
"The AI does the coding. You still do a lot of the engineering, though."
The author argues that while running local LLMs on personal hardware is technically impressive, current models are far behind the performance of rented frontier models, making them impractical for everyday development work. Consequently, investing in high‑end, expensive machines with massive...
The author argues that the classic marketing funnel no longer reflects how modern consumers navigate a fragmented, multi‑channel landscape, likening today's journey to a pinball machine where prospects bounce between apps, newsletters, social feeds, AI tools, and peer recommendations before...
The post argues that private equity (PE) firms have become the primary distribution channel for AI startups, thanks to the rapid growth of PE‑owned companies—now outnumbering public firms 4:1 in the US. Because PE portfolios consist mainly of mid‑market firms...
Jason Lemkin examines Figma’s decision to reject Adobe’s $20 B acquisition offer, showing that while the headline numbers look similar, the time‑value‑adjusted cash and stock from the deal would have been worth roughly $22‑23 B today versus the post‑IPO market cap of...
The episode covers four main topics: OSGym, a low‑cost platform that lets researchers train AI agents to operate computers at scale; Luma AI’s $900 M Series C funding to build a 2 GW compute supercluster in Saudi Arabia, highlighting the massive infrastructure demands...
The post examines how open‑source AI strategies and massive corporate bets are reshaping the global AI landscape, highlighting concerns that the U.S. may fall behind China if it continues to keep key research proprietary. It details the $15 billion Microsoft‑NVIDIA investment...
The author argues that full-system backups are unnecessary when you treat devices as disposable and rely on encrypted local copies synced to services like Dropbox and GitHub. By keeping all important files in Dropbox and using version‑controlled repositories, any lost...
Jason Lemkin explains how deploying an AI Business Development Representative on their website, fully integrated with Salesforce, boosted inbound‑generated revenue from a historic 30% to 71% in just a few months. By qualifying visitors 24/7, instantly booking meetings, and feeding...
In this episode of Community Wisdom, the host curates top discussions from the members‑only Slack, covering tactics for re‑engaging churned users, scaling performance reviews for teams of 50, and strategies to encourage meaningful product feedback. Listeners also learn practical methods...
Jason Lemkin explains how Gemini 3, especially when used in design‑first tools like Replit’s new design mode, breaks the uniform look of AI‑generated “vibe‑coded” sites that have been dominated by Claude’s default aesthetics. By letting developers define their own design system...
Aurasell, launched in August 2025, is positioned as the first AI‑native CRM that consolidates 15+ sales tools into a single platform, promising to cut GTM tech‑stack costs by half and reduce reps' admin time by 30‑40%. Built from the ground...
The post challenges the common SaaS advice to weed out “bad” or overly demanding customers, arguing that these clients often serve as the most valuable teachers for product improvement and growth. It outlines how to differentiate truly problematic customers—those who...
The episode outlines a new policy framework endorsed by Center for Humane Technology and partners to curb risks from human‑like AI, emphasizing how design features that mimic human personalities foster emotional dependence and social isolation. It highlights recent litigation—including three...
Jason Lemkin’s post breaks down how Ramp’s founders used asymmetric risk thinking—backed by a large seed fund—to chase high‑barrier, high‑upside problems in business spend management, leading to $100M ARR and a $32B valuation. Key takeaways include hiring for spiky, high‑growth...
The post surveys several AI‑related developments: Google’s new Gemini‑3‑based Nano Banana Pro model enhances precise image creation and editing; NVIDIA posted a record $31.9 B profit driven by AI data‑center chips but faces scrutiny over its "circular" customer‑investment sales model; ChatGPT...
In this podcast episode, David Newman outlines his "Market Eminence" framework, arguing that experts must overcome the "obscurity tax" by mastering three pillars—visibility, respect, and brand preference—to become the obvious choice in their market. He emphasizes the power of a...
Jason Lemkin reports that October 2025 saw the highest influx of unicorns in over three years, with 20 new companies adding $44.5 billion in valuation, signaling a resurgence driven by AI‑native startups. He explains that while overall funding is normalizing to...
SparkToro’s new feature lets Agency and Enterprise users upload their own logo and generate white‑labeled, high‑resolution PNG graphs for audience research reports, which can be exported directly from the browser. This upgrade streamlines branding for consultants, agencies, and in‑house marketers...
Jason Lemkin argues that the single best predictor of a VP or C‑level executive's failure is whether they have stopped doing the core work of their function—selling, coding, marketing, or meeting customers. He illustrates how hands‑on involvement preserves market insight,...
Jason Lemkin highlights Valve’s Steam platform as a model of ultra‑lean, high‑margin profitability, generating over $17 B in revenue with just 330‑360 employees and $50 M+ per Steam staffer. He extracts five lessons: charge premium commissions when you deliver outsized value; automate...
In this episode, Yaakov Carno examines the rise of the prompt‑bar as the new front‑door UX for AI‑enabled SaaS products, mapping over 40 real‑world examples from Canva to Notion. He explains how the traditional onboarding flow has shifted into a...
The post announces a new, practical guide for mastering Google’s Gemini 3, arguing that traditional prompt‑engineering tactics are obsolete and that users must now orchestrate AI through multimodal workflows and ambient integration. It outlines key techniques such as the Deep...
Jason Lemkin highlights Cursor’s unprecedented growth, reaching over $1 B ARR in just 24 months and a $29.3 B valuation after a $2.3 B Series D—making it the fastest‑scaling B2B SaaS ever. The post attributes this speed to a product‑led strategy with zero marketing...
The post argues that while the IPO market for software and AI companies has revived in 2024‑2025, it remains a fraction of its 2019‑2021 boom. Data shows only eight IPOs so far in 2025—about 17% of the 2021 peak and...
Bezos launches $6.2B engineering AI, Europe eases tech rules, Anthropic finds LLM introspection gaps, Google updates AI weather & travel, AI scales podcasts.
The post announces a major upgrade to SparkToro’s data visualizations, now showing the exact percentage of a target audience that uses specific search engines, AI tools, and social networks rather than just country‑level averages. It highlights the ability to customize...
Jason Lemkin warns founders that many financial plans are built on hopeful Q4 spikes rather than realistic data, leading to cash crises. He advocates using a C‑60 revenue plan—about 60% confidence with linear growth—and a conservative C‑90 cash plan that...
The episode examines three emerging AI trends: Anthony Aguirre’s “Control Inversion” argument that increasingly capable AI will absorb human power rather than augment it; a new “Intelligence per Watt” metric from Stanford and Together AI that tracks AI progress by...
The post shows how to dramatically increase a company’s valuation by maximizing customer lifetime value instead of chasing new leads, detailing formulas for LTV, churn reduction, and revenue expansion. It highlights retention tactics, upselling, cross‑selling, and pricing adjustments as levers...
Jason Lemkin analyzes over 2,000 SaaStr AI VC pitch decks and finds that only about 23% of companies meet top‑quartile growth benchmarks that make them fundable for elite VCs, with just 12% truly elite. The data reveals a massive gap between founder...
In this episode Kyle Poyar talks with Hamish Grant of SafetyCulture about how they built a suite of AI agents to super‑charge their marketing and sales operations. They detail four workflows—platform‑agnostic lead enrichment, an AI‑powered inbound BDR that drafts personalized...
In a candid 20VC × SaaStr episode, Jason Lemkin, Harry Stebbings and Rory O’Driscoll argue that the traditional VC playbook is obsolete, urging most VCs, executives and founders from the past decade to step aside for AI‑savvy talent. They outline three viable...
Jason Lemkin argues that the idea of a "sales magician" is a myth—only a handful ever exist and even they falter when market conditions change. The real breakthrough comes from hiring a first sales rep who can quickly internalize and...
The post surveys the fast‑moving AI landscape, highlighting Google’s SIMA 2 agent that doubles virtual‑world performance, Microsoft’s adoption of OpenAI’s custom chip designs, and OpenAI’s GPT‑5.1 with adaptive reasoning speed. It also notes AI’s expanding influence in commerce, music, and even...
The post recaps Lorenzo Johnson’s interview on the Duct Tape Marketing Podcast, outlining the four Social Selling Index pillars—brand building, audience targeting, insight engagement, and trusted relationships—that drive LinkedIn success in 2026. He emphasizes using video and carousel posts to...
Jason Lemkin argues that the single biggest mistake founders make is tolerating mediocrity in senior team members—co‑founders, VPs, and partners—because it silently drains time, resources, and momentum. He breaks down three deadly forms of mediocrity, quantifies their hidden costs, and...
The post highlights major AI‑related moves: Yann LeCun’s exit from Meta to launch a world‑model startup, SoftBank’s full sale of its $5.8 B NVIDIA stake to fund new AI bets, and Meta’s open‑source Omnilingual ASR supporting 1,600+ languages. It also notes...
The post introduces SparkToro’s new "Take Action" feature, which merges real audience data with LLM prompts to turn research insights into concrete marketing recommendations across 16 pre‑built tasks. By embedding smart prompts, a short questionnaire, and automatic saving/sharing of outputs...
The post argues that content marketing ROI should be measured as a system metric rather than isolated short‑term wins, using ten specific KPIs to gauge the health of a content engine. It highlights key indicators such as SME contribution, participation...
The post argues that while AI‑native companies dominate today, legacy firms can still catch up by fundamentally redesigning their products to "do the work" rather than merely support workflows, as demonstrated by Clio and Gamma. It highlights that true AI‑native...
