#SmallBusiness Top Posts: #1. The State of SaaS Go-to-Market with Theory Ventures General Partner Tomasz Tunguz #2. The Cloud Bubble Lasted About 18 Months. How Long Will the AI Bubble Last? #3. One Thing is Clear: AI Is Leading to 1000+ New Co...
#SmallBusiness So this isn’t a sub-tweet, or sub-post. I’m not talking about any close friends in sales here. But — there are a ton of folks I know that used to be great in sales. But not anymore. The other day someone who used to be an A+ sales l...
#SmallBusiness We all sort of know how to fire an underperforming employee. Sort of. You let them know kindly, with care. And move on. But how do you fire a good >client
#SmallBusiness What are the most common mistakes I see first time SaaS founders make? Second-time SaaS founders make other mistakes. They think they know more than they do. They spend too much. They often struggle to do things a new way. Fir...
#SmallBusiness So it’s been a sloooow time in SaaS IPOs since the boom times ended in December 2021. There have been just 3 SaaS IPOs since December 2021: Klaviyo OneStream Rubrik And all were strong ones, at $500m+ ARR or so, growing ~50% or s...
#SmallBusiness Dear SaaStr: What Percentage Owership Do Venture Capitalists Want in Start-Ups? Roughly, it varies by stage, and how big the firm is. The earlier the stage, the more they want to own. And the bigger the firm, the more they want ...
#SmallBusiness So SaaS and Cloud are stronger than ever — overall. Per Gartner, SaaS spend is still growing +20% with an estimated total spend of a stunning $300 Billion in 2025: And yet … price increases, AI, and the Cloud leaders are taking up...
#SmallBusiness Top Posts: #1. The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin #2. 5 Pros, and 5 Cons, to Taking a VC Round at a Very High Valuation #3. Pitchbook: The Number of Active VCs is Down 62% From Its Peak. An...
#SmallBusiness So I want to tell you guys something a bit soul-crushing. We had 20+ of our top sponsors at SaaStr Annual this year tell us they got “Too Many Leads” from the event. Too many! What? We’ve spent years trying to make SaaStr Annual, E...
#SmallBusiness So some Cloud and SaaS stocks are on fire, even now. And then … there is Palantir. The fire of the fire. It’s up +162% in the past year, and is now worth $95 Billion (!) at $2.7 Billion ARR. That’s a jaw-dropping 35x ARR. Goodne...
#SmallBusiness Dear SaaStr: Why Do CEOs Keep Working After Making a Lot of Money? It’s a great question. Some don’t keep working. Some are happily retired. But not most in my ecosystem. In my ecosystem, most do another start-up, invest, or do ...
#SmallBusiness So is AI truly disrupting every category in SaaS and business software? We’ll see. It’s clearly radically disrupted many categories at least on one level — it’s created 1000s of new competitors. Fueled in part by billions and bill...
#SmallBusiness It’s time to catch up on the SaaStr content you missed this week! Top Posts of the Week: #1. “5 Pros, and 5 Cons, to Taking a VC Round at a Very High Valuation” #2. “The Quiet Liquidity Crisis in SaaS” #3. “Ramp: Actually, We’re ...
#SmallBusiness So yesterday OG SaaS pioneer Zuora agreed to be acquired by PE to go private for $1.7 Billion by GIC and Silverlake. This is good for SaaS. CEO Tien Tzuo is an OG SaaS leader since being one of the very first leaders at Salesforce. ...
#SmallBusiness So we’ve finally crossed 50,000 subs on SaaStr YouTube. It took a while, but I’m probably on the unparalled quality of our content, especially the past 18+ months or so where we stepped up the editing and more. So if you want to c...
#SmallBusiness Per @PitchBook, "25% of the VC investors active last year have paused new investments." pic.twitter.com/zfEVdPHsNE — Jason ✨👾SaaStr 2025 is May 13-15✨ Lemkin (@jasonlk) October 14, 2024 So it’s truly strange times in Venture Capi...
#SmallBusiness So are we in a “downturn” in SaaS — or not? It’s confusing. On the one hand, many in SaaS and Cloud are still growing at epic rates: Zscaler is growing 30% at $2.5 Billion in ARR Samsara is growing 36% at $1.26 Billion in ARR Kla...
#SmallBusiness So RingCental is both an incredibly impressive SaaS and Cloud company — but also a bit of a cautionary tale. It’s been around for decades but has continued to iterate, expanding into the enterprise, the contact center, and so much ...
#SmallBusiness Many of my favorite VPs of Sales are now becoming CEOs. Many. And I am so happy for them. Many SaaStr OG’s have pulled this off, and I’ve watching many from Sterling Snow, CRO at Divvy joining Redo as CEO, to our own Brendon Cassid...
