Feed · Jason Lemkin, GP @ SaaStr

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2424 posts indexed33 in the last 30 daysEnterprise Software · AI (Horizontal) · Venture Capital & Startups · Marketing & Sales TechVisit site ↗

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

Saturday, 8 August 2026

2 pieces

The Simple Math Behind a 3x Venture Fund: Why Your Best Investment Needs to Return the Whole Thing

Venture Capital & Startups

Backstory Retiered Its Entire Customer Base in 3 Days. The Same Exercise Used to Take Five Teams a Quarter.

Enterprise Software · AI (Horizontal)

Friday, 7 August 2026

1 piece

5 Interesting Learnings from Shopify at $14B in Revenue: 34% Growth, 18% Free Cash Flow Margins, and AI Orders Up 3x

Retail & E-commerce · Fintech

Thursday, 6 August 2026

1 piece

I Bought 30+ APIs This Year. Only Exa Asked How It Went. Copy Them.

Developer Tools · Enterprise Software · AI (Horizontal)

Wednesday, 5 August 2026

2 pieces

“Our AI Agent Rewrote Our App Without Telling Us” The Agents #12 is Here!

AI (Horizontal) · Enterprise Software

Airtable Just Sold for $2.25B at 2.7x ARR. It Raised $1.4B and Was Once Worth $11.7B. This Was … Market

Enterprise Software · Venture Capital & Startups

Tuesday, 4 August 2026

2 pieces

5 Interesting Learnings from Palantir at $7.7 Billion ARR: 93% Growth (!), 157% NRR, and a Rule of 40 Score of 155%

Enterprise Software

Nue’s Guided Selling Playbook Took 2 Minutes to Build. The Full Implementation Still Takes 90 Days.

Enterprise Software · Fintech

Monday, 3 August 2026

2 pieces

I Was Wrong About Marketing ROI. Here’s What $100,000,000+ in Sponsorship Sales Taught Me.

Marketing & Sales Tech · Venture Capital & Startups

2026 Is The Biggest IPO Year In History. But Take Out SpaceX And Right Now It’s One of the Worst.

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

Sunday, 2 August 2026

2 pieces

The AI Board Member: Should Yours Should “Chair” the Next Meeting? At Least Conceptually

AI (Horizontal) · Venture Capital & Startups

Jason’s Takes on This Week’s 20VC: The Toggle Is a Permission Grant, The Blame Test Decides the Deal, and Why Five Years of Price Increases Is a Countdown

AI (Horizontal) · Enterprise Software

Saturday, 1 August 2026

1 piece

The #1 Most Important Thing to Understand About AI SDRs: They Can’t Figure It Out For You. That’s Still Your Job. For Now, At Least.

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

Friday, 31 July 2026

2 pieces

5 Interesting Learnings from Procore at $1.5 Billion in ARR: 16% Growth, Its First GAAP Operating Profit, and $845M for DroneDeploy

When a 3.8x “Exit” Becomes 1.6x: The Gap Between Markups and Returns

Thursday, 30 July 2026

2 pieces

20VC x SaaStr: Jensen’s First Tweet Ever, The Agent That Rewrote My Code Without Telling Me, and Why The PE Turnaround Playbook Is Out Of Road

The One Hire You [Probably] Just Can’t Make: Chief Product & Technology Officer

Wednesday, 29 July 2026

2 pieces

AI Isn’t Killing SaaS. SaaS Is Killing Itself.

Dear SaaStr: What’s the Best Advice Founders Never Hear?

Tuesday, 28 July 2026

1 piece

Your Agents Are About to Start Firing Your Vendors. Ours Fired Marketo.

Monday, 27 July 2026

1 piece

The Top 12 Sales Lessons From SaaStr AI 2026: Anthropic, Gamma, Owner, Stripe, Salesforce, Vercel, Replit and Monaco

Sunday, 26 July 2026

1 piece

Our New AI VP of Finance Closes the Deal, Sends the Invoice, and Chases the Cash. It Took 4 Deals to Train It.

Saturday, 25 July 2026

2 pieces

Build on the Stack You Have: How Anthropic’s Head of Industries, Atlassian’s Head of AI, and Scale’s Rory O’Driscoll Landed on the Same AI Playbook

Dear SaaStr: When Should We Start Pushing For Multi-Year Contracts?

Friday, 24 July 2026

2 pieces

We Peaked at 30 AI Agents. Now We’re Coming Back Down to 20. Here’s What Consolidation Actually Looks Like. The Agents #011 Live!

You Should Be Collecting At Least 100% Of Your MRR Each Month in Cash. Ideally, 110%+.

Thursday, 23 July 2026

2 pieces

5 Interesting Learnings from Stripe at $6.8 Billion in Revenue: 33% Growth, 47% Free Cash Flow Margins, and a $53B Bid for PayPal

AI Won’t Kill SaaS. But It Will Kill Vendors That Stopped Shipping. Point Solutions Are Most at Risk.