Saastr · 13 August 2026 · Investment Thesis

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

Jason Lemkin, GP @ SaaStr

Shopify, Toast, and Samsara are crushing growth benchmarks (30%+ YoY) because they price on transaction/location/asset throughput rather than seats, and their customers' physical outputs remain immune to AI displacement—unlike seat-based software or knowledge-work tools.

Read the full post on Saastr ↗

Topics: Retail & E-commerce · Enterprise Software

Published by Saastr · their site ↗

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