Feed · Jason Lemkin, GP @ SaaStr

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2401 posts indexed35 in the last 30 daysEnterprise Software · AI (Horizontal) · Venture Capital & Startups · Marketing & Sales TechVisit site ↗

Wednesday, 9 September 2026

2 pieces

ElevenLabs Went From $0 to $600M+ ARR in 41 Months. When the AI Agent Closes the Deal, They Still Pay the Human. With Carles Reina, First VP of Revenue

AI (Horizontal) · Enterprise Software · Developer Tools

What VCs Are Looking For Now: $25B+ Exits. The New “Decacorn”

Venture Capital & Startups · AI (Horizontal)

Tuesday, 8 September 2026

1 piece

Meet Our Agents: What All 20 Actually Do, What They Refuse to Do, and Every Place They’ve Failed Us

Venture Capital & Startups

Monday, 7 September 2026

1 piece

Founders Are Coming Back to Run Their Pre-AI B2B Companies. Because It’s The Last Stand.

Enterprise Software · Venture Capital & Startups · AI (Horizontal)

Sunday, 6 September 2026

2 pieces

Jason’s Takes on This Week’s 20VC: Locks Beat Guardrails, Agents Pick Your Software, and Building With 448 Open Tasks

AI (Horizontal) · Enterprise Software · Developer Tools

Beyond the SaaSpocalypse: The Winners and Losers of 2026 (So Far)

Enterprise Software · AI (Horizontal)

Saturday, 5 September 2026

1 piece

California Is Taxing SaaS and AI Tools and Is About to Make Your Software 8-10% More Expensive. Here’s What SB 122 Does to Buyers and Vendors

Enterprise Software · AI (Horizontal)

Friday, 4 September 2026

2 pieces

20VC x SaaStr: Nvidia Guides to 70% Growth, 1,000 Agents Breach Hugging Face, and Clay at $7B

AI (Horizontal) · Enterprise Software · Developer Tools

Goodnight & Goodbye, SVB

Banking & Capital Markets · Venture Capital & Startups

Thursday, 3 September 2026

1 piece

5 Interesting Learnings from Salesforce at $45 Billion ARR: 14% cRPO Growth, 6% Organic Growth, and $2.53 of EPS From Its Anthropic Stake

Enterprise Software

Wednesday, 2 September 2026

2 pieces

The CPOs of Harvey, Glean and Rubrik on What It Actually Takes To Ship a Category-Winning Agent

Enterprise Software · AI (Horizontal)

Our Newest AI Agent Is a Renewal Agent. It Builds a Better Renewal Deck Than Any Human Could, For Every Single Account. Not Just the Big Ones.

Enterprise Software · Marketing & Sales Tech

Tuesday, 1 September 2026

1 piece

ICONIQ: The 100%+ Growers Added 133% More Headcount in H1 2026. But The 50%-100% Growers Cut Hiring Almost in Half.

Enterprise Software

Monday, 31 August 2026

1 piece

We’ve Been Running Salesforce Headless for 6 Months on Our Own “Claudeforce.” We’re Never Going Back

Enterprise Software · Marketing & Sales Tech

Friday, 28 August 2026

2 pieces

When Agents Take Over the System of Record: 40GB Nobody Typed, a Renewal Agent Built in Half a Day, and Why Our Agents Love Clay: The Agents #013

Enterprise Software · AI (Horizontal) · Marketing & Sales Tech

50% of the Work Created in Linear Is Now Created by Agents. A Year Ago It Was 3%.

Enterprise Software

Thursday, 27 August 2026

3 pieces

20VC x SaaStr: Nvidia Pays $6B for Poolside’s Model Factory, OpenAI Has to Go Public in 2027, and Why $9B No Longer Clears the Bar for Seed

AI (Horizontal) · AI Infrastructure · Enterprise Software

Only 7 Public B2B Companies Are Growing Over 30%. In the AI-Native Cohort, That Would Be Last Place

Enterprise Software · AI (Horizontal) · Data & Analytics

Dear SaaStr: What Are Some Signs That Your B2B Marketing Programs Won’t Scale Well?

Enterprise Software · Marketing & Sales Tech

Wednesday, 26 August 2026

2 pieces

A Quiet Salute to the CEOs Still Rebuilding for the Age of AI. Most Are Maybe 40% Of The Way There.

Enterprise Software · AI (Horizontal)

5 Interesting Learnings from Box at $1.29 Billion in Revenue: 17% Billings Growth, 106% NRR, and 20 Basis Points of AI Margin Cost

Enterprise Software · Data & Analytics · AI (Horizontal)

Friday, 21 August 2026

1 piece

ServiceTitan Just Shut Off Podium’s Integration for ~1,000 Shared Customers. Why? Agents Turned a 9-Year Partner Into a Direct Competitor.

Enterprise Software · AI (Horizontal)

Thursday, 20 August 2026

1 piece

Vertical B2B Leader Owner Acclerated After $100M ARR With Agents. The Key Insight: Every Time a Customer Logs In, Owner Has Failed.

Venture Capital & Startups · Retail & E-commerce · AI (Horizontal)

Wednesday, 19 August 2026

1 piece

5 Interesting Learnings from Atlassian at $6.6 Billion in ARR: 28% Growth, 44% RPO Growth, and a 35% One-Day Stock Pop

Enterprise Software · Developer Tools

Tuesday, 18 August 2026

1 piece

Rippling Ran 2,100 Scored Agent Runs Per Model on Real Payroll Data. The Cheapest Model Tied the Most Expensive One.

Enterprise Software · AI (Horizontal) · AI Infrastructure

Monday, 17 August 2026

1 piece

We Churned Notion After 7 Years. Our AI Agent Took Its Last Job.

Enterprise Software · AI (Horizontal)

Sunday, 16 August 2026

2 pieces

Jason’s Takes on This Week’s 20VC x SaaStr: The Agents Never Suggested Canva, The Meme You Can’t Outrun, and Why I Only Underwrite Founders Now

AI (Horizontal) · Enterprise Software

The 0% Quota Club (And Why the Same Mediocre Rep Hits 70% at One Company and 0% at Yours)

Enterprise Software

Saturday, 15 August 2026

1 piece

Gamma’s CEO: Why Getting to $100M ARR Without A Sales Team Worked. And Why It Was a Mistake.

AI (Horizontal) · Enterprise Software

Friday, 14 August 2026

2 pieces

Klaviyo’s CEO on Building at $1.5B With Agents: “Dark Factory,” Composer, and Why Every Single Employee Had to Hit L3 by June

AI (Horizontal) · Enterprise Software · Retail & E-commerce

Databricks Just Crossed $7B ARR Growing 80% (!): A 30-Point Acceleration, a $190B Valuation, and the Margin Bill for Agents

Data & Analytics · Marketing & Sales Tech

Thursday, 13 August 2026

3 pieces

Canva Cuts 2026 Growth by a Third, Jeff Dean Walks Out of Google, and Elon Builds His Own Fab: 20VC x SaaStr

Enterprise Software · Developer Tools · AI (Horizontal)

B2B For Physical Products Is Crushing It: Shopify +34%, Toast +23%, Samsara +30%

Retail & E-commerce · Enterprise Software

Dear SaaStr: At What ACV Size Do I Need an Account Manager in B2B?

Enterprise Software · Venture Capital & Startups · Fintech

Wednesday, 12 August 2026

1 piece

Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.

AI (Horizontal) · Enterprise Software · Venture Capital & Startups

Tuesday, 11 August 2026

2 pieces

5 Interesting Learnings from Palo Alto Networks at $11.4 Billion in Revenue: 60% ARR Growth, 120% NRR, and a $25B Acquisition That Doubled the Stock

Cybersecurity · AI (Horizontal)

Pylon’s Founders at SaaStr AI Day: A 1,000-Person Support Team Deflected 50% of Its Tickets. Headcount Didn’t Change.

Enterprise Software

Monday, 10 August 2026

1 piece

How Mailchimp Went From $1B+ ARR to … Shrinking Inside Intuit. A Death Spiral in the Age of AI?

Enterprise Software · Marketing & Sales Tech

Sunday, 9 August 2026

2 pieces

Atlassian Just Deleted Loom’s Free Creator Seats. They Were Also Loom’s Distribution.

Enterprise Software · Retail & E-commerce

Dear SaaStr: What Is A Good Demo Conversion Rate for a SaaS Startup?

Enterprise Software · Semiconductors