Feed · Jason Lemkin, GP @ SaaStr

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2435 posts indexed35 in the last 30 daysEnterprise Software · AI (Horizontal) · Venture Capital & Startups · Marketing & Sales TechVisit site ↗

Friday, 25 September 2026

2 pieces

Anthropic Pushes Its $2 Trillion IPO to November, Meta’s Muse Hits #1, and a $40M Seed for a Model That Doesn’t Talk: The Latest 20VC x SaaStr

AI (Horizontal) · Venture Capital & Startups

5 Interesting Learnings from GitLab at $1.13 Billion in Revenue: 24% Billings Growth, $20M of Flex in Six Weeks, and 400 Basis Points of AI Margin Cost

Enterprise Software · Developer Tools

Thursday, 24 September 2026

1 piece

Stripe’s AI CRO on the Fastest-Growing AI Companies: 175% Growth, 48% of Revenue From Outside the Home Market, and Agents About to Read More Stripe Docs Than Human

AI (Horizontal) · Enterprise Software · Developer Tools

Wednesday, 23 September 2026

1 piece

The SaaStr AI Guide to Building a Top-Tier Inbound AI Agent: 17,000 Conversations, ~600 Meetings Booked, and 60% More New Business

AI (Horizontal) · Marketing & Sales Tech

Tuesday, 22 September 2026

1 piece

Being a System of Record Helps With Retention. But Alone, It Won’t Equal Growth

Enterprise Software · AI (Horizontal)

Monday, 21 September 2026

1 piece

The New Career Path: Joining a 0% Grower. Maybe For Many, It’s Better.

Enterprise Software · Venture Capital & Startups

Sunday, 20 September 2026

1 piece

20VC x SaaStr: Pacing the Frontier, Meta Ships Muse And It’s Great, and Miro Sells for $1.35B After a $17.5B Mark

AI (Horizontal) · Enterprise Software · Developer Tools

Saturday, 19 September 2026

1 piece

A Full Teardown of How SaaStr AI Actually Runs Inbound, Renewals, and Outbound on the Latest The Agents

AI (Horizontal) · Venture Capital & Startups

Friday, 18 September 2026

1 piece

What’s Truly “Great” Now in B2B + AI Per ICONIQ? 115% Growth at $100M+, 55% Gross Margins, and $655K in Revenue Per Employee

AI (Horizontal) · Enterprise Software · Semiconductors

Thursday, 17 September 2026

1 piece

5 Interesting Learnings from ServiceTitan at $1.14 Billion in Revenue: 21% Growth … But a Back Half Guided to Mid-Teens, and a 30% One-Day Stock Price Drop

Enterprise Software · Venture Capital & Startups

Wednesday, 16 September 2026

1 piece

We Mentioned Replit in 214 Articles Last Year. For Free. Most Vendors Have No Plan For Customers Like That

Venture Capital & Startups · Marketing & Sales Tech

Tuesday, 15 September 2026

1 piece

What Would an Independent Slack Look Like If It Hadn’t Sold to Salesforce? And Would It Still Be Worth $27 Billion?

Enterprise Software · Venture Capital & Startups

Monday, 14 September 2026

1 piece

We Run 21 AI Agents and They’ve Closed Millions. But There Still Isn’t a Good AI Account Executive. Yet

AI (Horizontal) · Enterprise Software

Sunday, 13 September 2026

2 pieces

Harvey Puts a Former Practicing Lawyer in Every Deployment. About 180 of Them. Here’s How That Model Works

Legal · AI (Horizontal)

SaaStr AI App of the Week: Sumble. The Kaggle Founders Rebuilt Sales Intelligence Around Context, Not Contacts

Marketing & Sales Tech · Enterprise Software

Saturday, 12 September 2026

1 piece

Is the Era of the Sales-Guy CEO … Over in B2B?

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

Friday, 11 September 2026

1 piece

One Thing Miro + Airtable Show: Getting Cash Flow Positive Isn’t Magical

Venture Capital & Startups · Enterprise Software

Thursday, 10 September 2026

2 pieces

20VC x SaaStr: Jensen Declares AGI, $170M of Secondary Before the Series C, and Why Index Walked Away From Town

AI (Horizontal) · Enterprise Software · Legal

5 Interesting Learnings from Snowflake at $6 Billion in Revenue: 37% Growth and Accelerating, 126% NRR, and a Gross Margin Guided Down to Pay for AI

Data & Analytics · AI (Horizontal) · Enterprise Software

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

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 · Enterprise Software

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 · 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

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)