Saastr · 4 September 2026 · Additional Read

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

Jason Lemkin, GP @ SaaStr

A wide-ranging discussion on Nvidia's 70% growth guide, the strategic rationale behind its $12.9B Hugging Face acquisition, agent security failures, and how AI is forcing enterprise software vendors like Salesforce, Clay, and Linear to become compound products shipping 100x more functionality.

Read the full post on Saastr ↗

Topics: AI (Horizontal) · Enterprise Software · Developer Tools

Published by Saastr · their site ↗

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